Simplifying Financial Modeling

Making financial modeling easy 📈🙌 former private equity investor & investment banker now building ModelPilot – a financial modeling subscription service.

[Simplifying Financial Modeling @finmodelguy]

Every company should have a financial model, but not every company knows how to build and maintain one. That’s why we launched ModelPilot. Here’s how it works:

[Simplifying Financial Modeling @finmodelguy]

@SecretCFO We build financial models + reporting packages for companies at fixed, transparent prices. No hourly engagements.

Our team is 100% former investment bankers & private equity investors, and our work product/quality reflects it.

Check us out at: https://t.co/CXJQSZa1Hw

[Simplifying Financial Modeling @finmodelguy]

@Camp4 Started the day off with the Mt. Bierstadt 14er 💪🏻

Flatirons are looking nice today 🔥

[Simplifying Financial Modeling @finmodelguy]

@chrisboettcher9 14er hike for breakfast this morning 💪🏻

[Simplifying Financial Modeling @finmodelguy]

@ShaanVP Hey Shaan, we’re happy to build financial models for a few of these companies

Think it will go a long way in lending credibility/professionalism

We know what we’re doing – former investment bankers

No strings attached – 100% free (until we bump into capacity constraints)

[Simplifying Financial Modeling @finmodelguy]

@SparrWesley Great take!

Smaller acquisition does not mean less risk – important for searchers to understand.

Thanks for sharing!

[Simplifying Financial Modeling @finmodelguy]

For those early on in their careers with future entrepreneurial ambitions:

I highly recommend being tactical about saving $ early on.

Build up a solid cash cushion.

That’ll afford you the opportunity to take a chance on yourself later.

Financial flexibility is undervalued.

[Simplifying Financial Modeling @finmodelguy]

A crappy financial model can derail your entire capital raise

Send something unprofessional to sophisticated investors and you’ll immediately undermine your credibility

It’s worth it to spend a few thousand $ to get your ducks in a row

[Simplifying Financial Modeling @finmodelguy]

@aaronpkrafft Great lineup!

I don’t have experience with Stride – might have to check them out

I love Amex for CC, but prefer @mercury for banking

[Simplifying Financial Modeling @finmodelguy]

Managing inventory is hard

But it’s also one of the most important things to focus on if you’re a company selling physical products

Constant balancing act between:

(1) optimizing cash flow (not over-bloating your inventory levels); and

(2) avoiding stock-outs

[Simplifying Financial Modeling @finmodelguy]

@techsalesguy Cold calling absolutely still works. I was a doubter until I saw it work wonders in my consulting biz

[Simplifying Financial Modeling @finmodelguy]

@CREdebtlawyer Cheap lawyers are expensive.

[Simplifying Financial Modeling @finmodelguy]

In going down this rabbit hole further, I’ve found that some of the world’s largest PE firms (Blackstone, KKR) are also leaning more heavily into long-term funds.

Taking a long-term view is just a better approach to investing if REAL value creation is your core objective.

[Simplifying Financial Modeling @finmodelguy]

I have a ton of admiration for @BrentBeshore’s approach to PE

“Traditional” firms invest out of 10 year funds with aggressive deployment requirements and 5 year hold periods

This often leads to misaligned incentives & prioritization of the short-term over the long-run

(1/4)

[Simplifying Financial Modeling @finmodelguy]

@MaxxChewning Open a golden-doodle resort with unlimited (frozen, no salt) margaritas on draft for all doodle owners 🔥

[Simplifying Financial Modeling @finmodelguy]

@AndyKrafftCPA Important distinctions! Thanks for sharing

[Simplifying Financial Modeling @finmodelguy]

@BoilerPlateCPA Generally favor A over B. Even at low margins, you can unlock a lot of value in your business when you have predictability in your revenue.

[Simplifying Financial Modeling @finmodelguy]

As you evolve in your finance career, it becomes increasingly difficult to move between industries

SaaS finance is very different from CPG finance is very different from industrial finance (the list goes on)

Try different things early on, but specialization wins in the long-run

[Simplifying Financial Modeling @finmodelguy]

@aaronpkrafft Haha, completely relate – I’ve layered in a monthly allowance for “unexpected expenses” that’s been getting larger and larger over time as life gets more complicated 😅

[Simplifying Financial Modeling @finmodelguy]

Am I the only one here who has projection models for my personal finances just as sophisticated as most of the projection models I prepare for companies?

Excel power user over here – just can’t help myself 😂

[Simplifying Financial Modeling @finmodelguy]

@EvergreenMEP Absolutely!

We’re helping startups with this on a daily basis right now (especially as the venture markets have tightened up)

Thoughtful cash flow forecasting is absolutely essential in the early days, especially in the current market environment

[Simplifying Financial Modeling @finmodelguy]

@FounderEric This is what we need 🙌

Bootstrapped founders wildly under-celebrated