Portfolio

Selected engagements.

A representative cross-section of recent work — anonymized to honor confidentiality commitments.

01
Business Plan

Business Plan & Financial Plan

Industry · Ready-to-Eat Food Company

Investor-ready business plan with 5-year financial projections, market analysis, and capital deployment strategy.

Deliverables
  • Executive Summary
  • Market & Competitive Analysis
  • 5-Year Financial Model
  • Capital Use Plan
02
Financial Modeling

Financial Modeling Engagement

Industry · Commercial Real Estate Development

Project-level pro forma and JV waterfall for a mixed-use development; sensitivities across rent, cap rate, and construction cost.

Deliverables
  • Project Pro Forma
  • JV Waterfall
  • Sensitivity Tables
  • Investor Memo
03
SBA Loan

SBA Loan Financial Package

Industry · Service-Based Acquisition

Complete SBA 7(a) package: lender-ready forecasts, debt schedule, and DSCR analysis aligned to lender underwriting.

Deliverables
  • 3-Year Projections
  • Debt Service Coverage
  • Use of Proceeds
  • Lender Memo
04
Forecasting

Startup Financial Forecast

Industry · B2B SaaS

Bottom-up ARR forecast with cohort retention, CAC payback, and runway modeling for a seed-stage SaaS raise.

Deliverables
  • ARR Build
  • Cohort Retention
  • CAC/LTV
  • Runway Scenarios
05
M&A

Acquisition Analysis

Industry · Manufacturing Roll-up

Target valuation, synergy quantification, and combined-entity model for a strategic acquisition.

Deliverables
  • DCF & Multiples
  • Synergy Model
  • Combined P&L
  • Investment Recommendation

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