New-Logo@4x-8-200x75.png
Financial Modeling2025-08-21T17:43:39+00:00

​​Financial Modeling & Fractional CFO Services

​Build smarter, data-backed decisions with Orbit’s financial modeling expertise.

​Whether you’re scaling, raising capital, or simply wanting better visibility, your financial models shouldn’t be a guessing game. At Orbit, our fractional CFO team builds robust financial models—from income statements and balance sheets to cash flow forecasts—so you can plan with confidence. Let’s turn numbers into strategic insights that fuel long-term growth.

​Whether you’re a startup aiming for sustainable growth or an established company seeking sharper financial performance, our team aligns your financial strategy with your business goals, making sure every decision is grounded in data and focused on your bottom line.

Strategic Guidance Backed by Fractional CFO Services

​Why financial modeling matters for your business

​Financial modeling (or financial modelling if you’re British-inclined) is more than spreadsheets. It’s about building a clear, data-driven roadmap of your business. Our fractional CFOs use advanced models to simulate scenarios, evaluate risks, and align your resources with your goals.

​This means you can:

Comprehensive Forecasting Models

Forecast future cash flows and funding needs.

Investor-Ready Financials

Understand how changes affect profitability.

Support for Fundraising Activities

Strengthen investor decks with precise financial statements.

Working Capital Optimization

Navigate M&A, new projects, or expansions with financial clarity.

​Types of financial models we build

​Financial Model Type ​Purpose ​Typical Use Case
​3-Statement Model ​Integrates income statement, balance sheet, and cash flow statement ​Foundation for most forecasts
​Discounted Cash Flow (DCF) ​Values your business based on future cash flows discounted to today ​Valuation for fundraising or sales
​​Leveraged Buyout (LBO) Model ​Projects returns in acquisitions using significant debt ​Private equity & acquisitions
​Scenario & Sensitivity Models ​Tests “what if” cases across a wide range of assumptions ​Stress-testing growth plans
​Budget & Operating Models ​Guides daily and monthly management decisions ​Cost management & KPI tracking

​ Our step-by-step approach to financial modeling

1

Understand your business. 

We dig into your business model, operations, and goals—no cookie-cutter shortcuts.

2

Collect and cleanse data.

We pull historical financial data, from revenue trends to expense drivers.

3

Build the model.

In Excel (or your preferred software), we structure logical, audit-friendly models with flexible inputs.

4

Test scenarios

We run multiple outcomes—best case, base case, downside—so you’re never flying blind.

5

Present actionable insights.

You’ll get dashboards and clean visuals that turn complex numbers into decisions.

​Modeling benefits beyond the numbers

​With a proper financial model, you’ll:

  • Make informed decisions in corporate finance—be it capital raising, dividend planning, or new market entries.
  • Avoid cash crunches by projecting liquidity needs early.
  • Justify valuations and win investor trust.
  • Benchmark performance and spot gaps using KPIs tied to your business.

​When Should You Invest in a Financial Model?

Examples: 

Before a fundraising round

  When launching a new product 

  Before hiring key talent 

When planning market entry or expansion 

How we integrate financial statements into every model 

Unlike typical “model finance” shortcuts, we ensure your income statement, balance sheet, and cash flow statement are seamlessly linked. This gives a real-world, dynamic view of your business under different scenarios. 

Frequently Asked Questions

Does financial modeling also help with business valuation?2025-08-21T17:48:58+00:00

Definitely. Techniques like Discounted Cash Flow translate forecasts into an enterprise value—essential for M&A, exits, or internal capital allocation.  

Can you benchmark my metrics against industry standards?2025-08-21T17:48:31+00:00

Absolutely. We slot your KPIs into trusted datasets to show where you’re ahead, on par, or lagging—so you know exactly where to focus. 

How can financial modeling support fundraising or investor pitches?2025-08-21T17:47:47+00:00
  • Pinpoints runway and exact funding need 
  • Displays traction metrics (MRR, CAC vs LTV) in one place 
  • Stress-tests valuation under best / base / downside cases 
  • Gives investors diligence-ready files—no guesswork 
Do I need to have clean historical data to start?2025-08-21T17:46:52+00:00

No. We import, clean, and normalize messy data as part of onboarding—so you can get moving even if your books aren’t perfect. 

Can you help revise an existing financial model?2025-08-21T17:46:26+00:00

Yes. We run a fast model health check, clean up links and logic, add scenario toggles, and deliver a sharper version. 

How long does it take to build a complete financial model?2025-08-21T17:46:02+00:00
  • Simple 3-statement: 1-2 weeks 
  • Complex (SaaS, LBO, multi-entity): 4-6 weeks 
  • Large, deal-driven builds: several months 
Is this only for large companies?2025-08-21T17:45:25+00:00

No. Our fractional CFO team serves startups to scaleups. Even small businesses benefit from robust models to secure funding or manage growth.

Do you also build industry-specific models?2025-08-21T17:44:43+00:00

Yes—whether you’re a SaaS firm needing cohort analysis or a retailer tracking seasonal flows, we tailor models to your needs. 

What’s the difference between modeling and forecasting?2025-08-21T17:44:13+00:00

Modeling builds the framework, while forecasting plugs in assumptions to predict future results. 

What is financial modeling?2025-08-21T17:42:53+00:00

Financial modeling is creating a structured representation (often in Excel) of your company’s financial performance. It uses historical data to forecast future cash flows, assess scenarios, and support business decisions. 

Ready to build a financial model that actually drives decisions?

CatchUpBooking

Short Legal Disclaimer 

This page provides general information and does not constitute financial, accounting, or legal advice. All engagements are subject to Orbit Accountants’ standard terms and applicable professional standards. Please consult our team for tailored guidance based on your specific situation.

Go to Top