Financial Modeling & Investor Research

We build Financial / P&L models and assumptions books used by PE/VCs, bankers, and boards. We’ve supported 30+ IPO-bound companies with market research and have vetted investment proposals for private placements and funding.

What we do

Models that stand up in diligence

We link assumptions to market evidence, create scenarios and sensitivities, map unit economics, and prepare IC/Board-ready slides. We help your team run data-room Q&A smoothly so investors can test the logic without surprises.

Services Offered

Comprehensive financial modelling solutions

Driver-based P&L and cash flow, scenarios/sensitivities, assumptions book with sources, unit economics/cohorts, IC/Board-ready slides, and data-room/Q&A support. Models are transparent, auditable, and easy to update.

1

Driver-based P&L & cash flow

Clear links between inputs and outcomes; traceable formulas.

1

Driver-based P&L & cash flow

Clear links between inputs and outcomes; traceable formulas.

1

Driver-based P&L & cash flow

Clear links between inputs and outcomes; traceable formulas.

2

Scenarios & sensitivities

Best/base/worst cases and the levers that move them.

2

Scenarios & sensitivities

Best/base/worst cases and the levers that move them.

2

Scenarios & sensitivities

Best/base/worst cases and the levers that move them.

3

Assumptions book with sources

Transparent inputs so diligence goes faster.

3

Assumptions book with sources

Transparent inputs so diligence goes faster.

3

Assumptions book with sources

Transparent inputs so diligence goes faster.

4

Unit economics & cohorts

LTV/CAC, payback, and cohort views where relevant.

4

Unit economics & cohorts

LTV/CAC, payback, and cohort views where relevant.

4

Unit economics & cohorts

LTV/CAC, payback, and cohort views where relevant.

5

IC/Board deck support

Slides that tell the story without hand-waving.

5

IC/Board deck support

Slides that tell the story without hand-waving.

5

IC/Board deck support

Slides that tell the story without hand-waving.

6

Data-room & Q&A support

Help your team respond crisply during diligence.

6

Data-room & Q&A support

Help your team respond crisply during diligence.

6

Data-room & Q&A support

Help your team respond crisply during diligence.

How we work

Model with evidence, not guesswork

Built to be audited and iterated. We hand over the model, documentation, and an update cadence so finance can keep it current.

Scope & metrics

Align on KPIs, time horizon, and investor lens.

Scope & metrics

Align on KPIs, time horizon, and investor lens.

Scope & metrics

Align on KPIs, time horizon, and investor lens.

Build & evidence

Model + sources; weekly reviews to lock assumptions.

Build & evidence

Model + sources; weekly reviews to lock assumptions.

Build & evidence

Model + sources; weekly reviews to lock assumptions.

Stress-test

Walk through edge cases and what-ifs with leadership.

Stress-test

Walk through edge cases and what-ifs with leadership.

Stress-test

Walk through edge cases and what-ifs with leadership.

Handover & cadence

Final model + documentation + update schedule.

Handover & cadence

Final model + documentation + update schedule.

Handover & cadence

Final model + documentation + update schedule.

Get in touch

Ready to move your business forward? Let’s talk.

Whether you’re seeking clarity, growth, or transformation, we’re here to help. Reach out to start the conversation — no pressure, no obligation.

Book a discovery call

By submitting, you agree to be contacted about your request. We don’t sell or share your data. If needed, we’re happy to sign an NDA.

Business clarity, operational excellence, and transformation support for leaders ready to grow with intention.

Contact us

C-143, Sobha Magnolia, Opposite Jal Bhavan, Bannerghatta Main Road, Bengaluru, 560029, Karnataka, India

Email :

hello@consultdna.com

Phone :

+91 77609 61418

Social Media

Copyright © 2025 DNA Consult Advisory Private Limited. All rights reserved.

Business clarity, operational excellence, and transformation support for leaders ready to grow with intention.

Contact us

C-143, Sobha Magnolia, Opposite Jal Bhavan, Bannerghatta Main Road, Bengaluru, 560029, Karnataka, India

Email :

hello@consultdna.com

Phone :

+91 77609 61418

Social Media

Copyright © 2025 DNA Consult Advisory Private Limited. All rights reserved.

Business clarity, operational excellence, and transformation support for leaders ready to grow with intention.

Contact us

C-143, Sobha Magnolia, Opposite Jal Bhavan, Bannerghatta Main Road, Bengaluru, 560029, Karnataka, India

Email :

hello@consultdna.com

Phone :

+91 77609 61418

Social Media

Copyright © 2025 DNA Consult Advisory Private Limited. All rights reserved.