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Financial model brief

Fill out a brief if the catalog doesn't have a suitable model or your project requires custom development. Minimal required fields — provide what you know at this point. We'll clarify details during the analysis after receiving your request.

Step 01 · About the project
What's the project and what stage is it at
Basic information: industry, stage, and scale. Details — in the following steps.
Food & hospitality Healthcare Manufacturing Real estate Agriculture Services Retail Education IT & SaaS Logistics Tourism Media Other
Idea
Concept, need feasibility and unit economics assessment
Pre-launch
Business plan for investor, bank, or internal committee
Operating business
Have actuals, need model for scaling / fundraising
Restructuring
Deal, rebrand, business model change, M&A
Micro Small Medium Large
Step 02 · Model scope
What should be in the model
Select the blocks you definitely need. If unsure — skip it, we'll discuss during the analysis.
P&L Cash Flow Balance Sheet Unit Economics CAPEX & Depreciation OPEX & Payroll Taxes & Regimes Debt Financing Scenario Analysis Sensitivity Tornado Diagram DSCR & Covenants Investor Presentation Explanatory Note Model Defense Meeting English Localization
Step 03 · Recipient and timeline
Who needs the model and when
The recipient determines the format and scope — a bank looks at things differently than a fund or internal committee.
Bank / leasing
Tailored to the format and checklist of the specific bank
Investor / fund
Pitch logic, IRR/NPV, sensitivity
Internal committee
Board of directors, management, for the owner
Grant / government program
Tailored to specific program requirements
Deal / M&A
Due diligence, valuation, synergies
Step 04 · Source data
What you already have
Select what you're ready to share. If you don't have anything — that's fine, we'll work with industry benchmarks.
Management P&L for prior periods Financial statements Bank statements Supplier price lists and quotes Lease / rental agreements Exports from accounting system / CRM Cost estimates and project documentation Marketing analytics and unit economics

You can attach files after our first response — we'll send a secure link.

Step 05 · Contact
How to reach you
We'll confirm receipt and follow up via email.

We sign an NDA before receiving the brief if that's important to you — mention it in the comments or email us at hello@finmodela.com before filling out.

This brief is step 01

1Fill out brief
2Confirmation and analysis
3Proposal and 100% prepayment invoice
4Data requests / build
5Model delivery
6Acceptance and support 6–12 months

What happens next

We'll confirm receipt within one business day. We'll agree on a time for analysis and clarifications (via email). We'll prepare a commercial proposal with scope, timelines, and pricing. If we don't have a suitable solution — we'll let you know right away, no obligations.

No time for the brief?

Email us — we'll ask clarifying questions and prepare the brief based on the information received.

Email us