INVESTMENT RESEARCH AI
A fully linked 3-statement DCF you can defend — delivered in 3–5 business days.
Custom Financial Models
Custom-built 3-statement DCF models with 5-10 year projections, scenario analysis, and sensitivity tables in Excel or Google Sheets.
- 3–5 business days
- Excel or Google Sheets, delivered with documentation; existing-model reviews also available
- standard model delivery
- 3–5 daysstandard model deliverycomplex multi-segment or M&A models scoped separately
- of driver-based projections
- 5–10 yearsof driver-based projectionstied to volume, pricing, and market share — not just growth rates
- probability-weighted scenarios
- 3probability-weighted scenariosbull, base, and bear with expected value calculation
How it works — and what you walk away with
A financial model is only as good as its assumptions and structure. Our Custom Financial Models service delivers professional-grade models built by analysts who understand both the mechanics and the business context.
Each model includes a full 3-statement build (income statement, balance sheet, cash flow), 5-10 year projections tied to business drivers, DCF valuation with scenario analysis, and comprehensive sensitivity tables. We build in flexibility so you can adjust assumptions and see real-time impact on valuation.
Whether you're doing due diligence on an acquisition target, building conviction in a new investment, or presenting to your investment committee, these models provide the analytical foundation you need.
The process
Scoping
Define the company, business drivers, scenarios, and format — Excel or Google Sheets.
3-Statement Build
Fully linked income statement, balance sheet, and cash flow with automatic balancing.
Valuation and Sensitivities
DCF with WACC and terminal value, bull/base/bear scenarios, and sensitivity tables on key assumptions.
Documentation and Handover
Assumptions summary and user guide so you can adjust inputs and see real-time valuation impact.
What you get
Financial Model
Excel or Google Sheets model with full 3-statement build and DCF valuation
Assumptions Summary
One-page summary of key assumptions with supporting rationale
Sensitivity Analysis
Data tables showing valuation sensitivity to key drivers
User Guide
Documentation explaining model structure and how to adjust assumptions
What's included
3-Statement Integration
Fully linked income statement, balance sheet, and cash flow with automatic balancing
Driver-Based Projections
5-10 year forecasts tied to business drivers (volume, pricing, market share) not just growth rates
DCF Valuation
Unlevered free cash flow, WACC calculation, terminal value, and per-share value
Scenario Analysis
Bull/base/bear cases with probability weighting and expected value calculation
Sensitivity Tables
Data tables showing impact of key assumptions on valuation
Documentation
Written documentation of methodology, assumptions, and how to use the model
Who this is for
PE/VC Firms
Due diligence on acquisition targets or public comparable analysis for private deals
CFOs & Corporate Development
M&A target analysis or strategic planning with defendable financial projections
Family Offices
Building conviction in significant positions with rigorous financial analysis
Fixed-scope project
Scoped to your situation
- Duration
- 3–5 business days
- Format
- Excel or Google Sheets, delivered with documentation; existing-model reviews also available
Frequently asked questions
Related topics
Related services
Company Deep Dive Reports
Comprehensive 30-50 page equity research reports covering business overview, financial analysis, valuation, competitive positioning, and investment thesis.
Investment Committee Prep
Board-ready investment memos, presentation decks, and supporting analysis for investment committee meetings and board presentations.
A fully linked 3-statement DCF you can defend — delivered in 3–5 business days.
Share your situation and Investment Research AI will scope it with you — takes about two minutes.