Financial model
At Windsor Drake, we design institutional-grade financial models that give founders and shareholders absolute clarity on value, capital requirements, and strategic options. Our work goes far beyond simple spreadsheets — we build robust, investor-ready frameworks that withstand due diligence and drive premium outcomes in financing and M&A.
Precision Engineering for Founders
Every assumption is pressure-tested. Every line item is defensible. We deliver a model that captures the full mechanics of your business — revenue drivers, unit economics, operating leverage, cash runway, and valuation impact. The result is a tool you can put in front of top-tier investors, strategic buyers, or board members with confidence.
Why It Matters
Investor Readiness – Models built to the standard of leading venture firms and global investment banks.
Strategic Clarity – Visibility on when to raise, how much, and at what terms.
Valuation Control – Ability to articulate upside scenarios, sensitivities, and downside protection.
Transaction Advantage – A foundation that strengthens negotiations in sell-side M&A or capital raises.
Our Process
Deep Dive – We dissect revenue streams, cost structure, and key performance metrics.
Build – Construct dynamic, multi-sheet models with fully integrated financial statements.
Stress Test – Apply sensitivity analyses and scenario planning to surface risks and opportunities.
Delivery – Provide a clean, investor-ready model with executive summary and key insights.
What You Get
3-Statement financial model (P&L, balance sheet, cash flow)
Cohort and unit economics analysis
Sensitivity and scenario planning (best/base/worst cases)
Valuation framework (comps and transaction analysis where applicable)
Investor-ready outputs and summary deck
Who It’s For
Founders preparing for a raise (Seed to Series C+)
Shareholders evaluating strategic alternatives
Operators needing clarity on growth, cash, and profitability timelines
