LIVE Consultation Call

Book a call with one of our trusted advisors to review your financial model. 

How We Can Help You

Our financial modeling advisors have real-world experience fundraising and investing in startups. Let us help you get your business plan started off on the right foot… or maybe working a little better. Let’s schedule a 1-on-1 phone consultation. We can head on over to Google Hangouts, Skype, or Goto Meeting to share our screens for the instruction portion. Let us know what pains you and we'll let you know how we can help. 

Consultation Calls, Technical Support & Discovery 

For an in-depth look at your model and to help develop a more genuine revenue generation strategy behind your business plan,  a consultation call is right for you. We'll help you structure your financial model so that it is easy for investors to understand. We'll review your core assumptions and how to analyze the reports and decipher the information in an easy to understand manner for your prospective investors.

We are happy to accept technical support calls at any time if you need need some help with the software. We're happy to walk you through any features, assumptions and reports you may not understand.

For those of you who are not sure what you want yet out of the Startup Financial Model and are looking for a more detailed explaination of our custom modeling, our subscriptions or additional services, feel free to book a discovery call with one of our advisors so we can show you how to use Startup Financial Model to sucessfully pitch your business. 

Steps How To Book

  • Choose the type of call you would like to book (free discovery call or paid consultation call)
  • Select the time and date that you are most comfortable discussing your project
  • Fill in your info so we can contact you
  • Tell us anything we may need to know to help us get acclimated with your business on our call
  • Enter in your credit card information to pay and reserve your spot (you are pre-charged for the estimated legnth of the call based on our experts' billing rate)
  • Get the confirmation and add the call to your calendar. 

Call Etiquette

  • Be Open MindedOpen minds are strongly encouraged. There's no use allowing the conversation to turn abrasive. It'll get you nowhere. If things start going off the tracks, it's sometimes best to wrap it up and move on.
  • Be on timeBeing on time shows respect and eagerness to meet the other person, which always sets things off on the right foot. We understand, things come up. Please do your best to re-schedule or cancel the call so as to free up time for the other person.
  • Be PreparedWe highly recommend you take 5-10 minutes before the call to prepare. Gather some questions or topics to cover in the call so you can quickly engage and make the most of the conversation. Preparation is key.


Not sure if you need a consultation?

Try these resources to find answers:


New Call-to-action


New Call-to-action