Calculate startup burn rate, runway, and cash-out date. Model hiring and growth scenarios, identify the minimum viable cash needed to reach the next funding milestone, and generate an investor-ready financial outlook.

Build an integrated three-statement financial model (income statement, balance sheet, cash flow statement) for a startup or SMB. Projects revenue by driver, expenses by headcount and category, and produces a 3-year forecast.

Calculate and interpret the full suite of SaaS metrics: MRR, ARR, churn, NRR, LTV, CAC, payback period, and Rule of 40. Benchmarks against industry standards and identifies growth and retention issues.

Calculate and stress-test unit economics for a startup or SMB product. Covers contribution margin, customer payback, cohort LTV, and break-even analysis to determine product-level profitability.

Prepare a comprehensive investor data room for a startup fundraise. Organizes documents by category, identifies gaps, prepares financial model packaging, and drafts the data room index and executive summary.

Perform a comprehensive financial health assessment for a small or medium-sized business. Reviews profitability, liquidity, solvency, cash flow quality, and growth trajectory, producing an overall health score with actionable recommendations.

Write the financial section of a startup or SMB board deck. Covers P&L vs. plan, key metric performance, cash position update, and forward-looking guidance — in the exact narrative format that impresses sophisticated board members.