PDMM Custom Financial Model Development Services

Get a fully customized, professional Excel financial model built around your business, project, investment, valuation, or capital markets transaction — developed by a PDMM professional with institutional finance experience.

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Need a professional, fully customized financial model built specifically for your business, project, investment opportunity, valuation, fundraising process, or transaction?

I provide custom Excel financial modeling services designed for entrepreneurs, investors, business owners, finance teams, consultants, lenders, project developers, and institutional decision-makers who need a clear, flexible, and decision-ready financial model.

As a PDMM capital markets professional, I bring practical finance, treasury, securities, investment analysis, and market-based decision-making experience into every model. My work is focused on clean structure, strong logic, transparent assumptions, professional formatting, and practical usability — not just numbers placed into a spreadsheet.

Each model is built around your specific business case, industry, transaction structure, revenue drivers, cost base, funding plan, operating assumptions, and decision requirements.

What I Can Build

📊 Startup financial models
📊 3-statement financial models
📊 Business plan financial projections
📊 Investor-ready fundraising models
📊 Valuation models
📊 DCF models
📊 Project finance models
📊 Debt repayment and loan models
📊 Real estate development models
📊 Renewable energy project models
📊 SaaS and subscription models
📊 Marketplace and platform business models
📊 Manufacturing and feasibility models
📊 Banking, treasury, bond, and capital markets models
📊 Scenario, sensitivity, and stress-testing models
📊 Custom dashboards and KPI reporting models

Core Deliverables

✅ Fully customized Excel financial model
✅ Clear input, calculation, output, and dashboard structure
✅ Revenue, cost, working capital, CapEx, debt, and tax assumptions
✅ Integrated profit & loss, cash flow, and balance sheet where required
✅ Scenario analysis: base case, upside case, downside case
✅ Sensitivity analysis for key business drivers
✅ Break-even, IRR, NPV, payback, DSCR, margins, and valuation outputs where applicable
✅ Professional dashboard with charts and key decision metrics
✅ Clean formatting, logical flow, and easy-to-follow model architecture
✅ Error checks, balance checks, and audit-friendly structure
✅ Optional user guide, notes, and assumptions documentation

Why Work With Me?

Most financial models fail because they are either too generic, too hard to use, poorly structured, or disconnected from real decision-making. My approach is different.

I build models that are:

🔹 Practical — designed around real business and investment decisions
🔹 Transparent — assumptions are clearly separated from calculations
🔹 Flexible — users can update drivers, scenarios, and assumptions
🔹 Professional — suitable for investors, lenders, management, or internal planning
🔹 Decision-focused — outputs highlight the metrics that actually matter
🔹 Quality-controlled — formulas, links, checks, and structure are reviewed before delivery

Typical Use Cases

This service is ideal if you need a model for:

• Fundraising or investor presentation
• Loan application or bank financing
• Project feasibility analysis
• Business planning and budgeting
• Investment committee review
• Valuation or acquisition analysis
• Startup launch planning
• Expansion, new product, or new market analysis
• Capital expenditure decision-making
• Debt structuring or repayment analysis
• Board, management, or shareholder reporting

Information Required From Client

To prepare the custom model, I will usually need:

• Brief description of the business, project, or transaction
• Industry and country/market
• Forecast period required
• Revenue model and pricing assumptions
• Cost structure and operating assumptions
• CapEx and working capital assumptions, if applicable
• Debt, equity, or financing details, if applicable
• Required outputs: valuation, IRR, NPV, DSCR, dashboard, investor metrics, etc.
• Any existing files, pitch deck, business plan, term sheet, or historical financials

Final deliverables and pricing will depend on the complexity, scope, number of scenarios, industry requirements, and level of customization required.

If interested, you can contact me through [email protected] to inquire about my custom models. To expedite the process, please include a summary of your needs with any relevant financial documents in PDF form. Thank you!

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