Financial Modeling & Advisory

Financial Models That Drive Investment Decisions, Not Just Spreadsheets

LTJ & A delivers institutional-grade financial models using proven, standardized templates — built for founders, operators, and investors navigating fundraising, valuation, and strategic decisions.

100%

Investor-ready outputs

Days

Not weeks, to delivery

Boutique

Senior-only advisory

Quick Financial Model Simulator

Adjust key assumptions to instantly see how they impact valuation.

Typical for professional services: steady growth, healthy margins, moderate multiples.

20%
0%100%
20%
0%50%
5x
1x30x
$

Projected Revenue

$1,200,000

Estimated Profit

$240,000

Estimated Valuation

$6,000,000

Want a model built for your business? Book a strategy call below.

Book a Financial Strategy Call

Schedule a free 30-minute call. We'll discuss your needs and map out the right financial model for your situation.

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Most financial models create confusion, not confidence.

When the numbers don't tell a clear story, every major decision becomes a guess.

Poor Financial Visibility

No clear view of cash runway, unit economics, or burn trajectory — leaving you flying blind.

Weak Fundraising Models

Investor-facing models full of errors or unrealistic assumptions that destroy credibility in the room.

Unclear Valuation Assumptions

Valuations built on black-box assumptions that can't withstand scrutiny from a sophisticated buyer or investor.

Incomplete Decision Tools

No scenario modeling, no sensitivity analysis — just static outputs that don't support dynamic decision-making.

What We Build

Standardized, battle-tested templates refined for accuracy and investor-readiness — deployed and configured for your specific situation.

3-Statement Financial Models

Fully integrated P&L, balance sheet, and cash flow statement — using a proven template structure configured to your business model.

DCF Valuation Models

Discounted cash flow models with clearly documented assumptions, WACC analysis, and terminal value methodology.

Scenario & Sensitivity Analysis

Bull, base, and bear case scenarios with tornado charts and sensitivity tables to stress-test key assumptions.

Fundraising Models

Cap table modeling, use-of-funds analysis, and investor return projections structured to answer the questions investors actually ask.

Investor-Ready Outputs

Clean, presentation-ready Excel deliverables with executive summary dashboards, clear labeling, and institutional-quality formatting.

What You Walk Away With

Not just a model — but the financial clarity to make your next major decision with confidence.

Better Capital Decisions

Know exactly how much to raise, when, and at what terms — before you walk into a room.

Stronger Fundraising

Models that pass institutional scrutiny and give investors the data they need to say yes.

Clear Valuation

Defend your number with a model — not a feeling. Understand what drives your valuation and what changes it.

Reduced Uncertainty

Scenario analysis that maps the range of outcomes so you're never blindsided by a downside case.

Sample Work

Clean, professional outputs built for clarity — not complexity.

3-Statement Model

P&L · Balance Sheet · Cash Flow

DCF Valuation

WACC · Terminal Value · Sensitivity

Executive Dashboard

KPIs · Charts · Summary Views

Actual deliverables are shared under NDA. Book a call to see real examples.

How It Works

From first call to investor-ready output — a simple, focused process.

1

Book a Call

Schedule a free 30-minute strategy call to discuss your situation and goals.

2

Discuss Your Needs

We map out the right model structure, data requirements, and delivery timeline.

3

Model Is Built

We configure our standardized templates to your numbers and assumptions, with check-ins throughout.

4

Receive Your Output

Investor-ready deliverable with a walkthrough call to ensure you can use it confidently.

Boutique precision.
Institutional quality.

LTJ & A operates as a boutique financial modeling and advisory practice — meaning you get direct access to senior expertise, not a junior analyst working from a template. Every engagement is handled with the rigor and attention to detail that institutional-quality decisions demand.

  • Proven templates. Our standardized model structures are refined across engagements — so you benefit from a battle-tested framework, not a first draft.
  • Decision-first design. Models are structured to answer the questions that matter — not to display financial complexity for its own sake.
  • Full handoff. You'll understand every assumption in your model — not just receive a black box you can't explain to an investor.

Who We Work With

Founders Raising Capital

Seed through Series B founders who need institutional-quality models to close rounds.

Operators & CFOs

Finance leaders who need robust models to support board decisions and M&A processes.

Independent Investors

Angel investors and family offices evaluating deals who need independent valuation analysis.

Get a Financial Model Built for Your Next Major Decision

Book a free strategy call. Walk away with a clear picture of what you need and how we can build it.

Book a Strategy Call