Financial Model Preparation
Your financial model isn’t just a checkbox for your next fundraise. It tells you the key levers of the business and how to measure them — give this the focus it deserves.
What Our Customers Say
“As a founder, I’m juggling fundraising, customer acquisition, recruiting, product development – all at once. The financial model kept getting pushed to the back because something more urgent always came up.
Ally Levy
Founder & CEO at Rhyme AI
The Challenge
Founders are busy, and early on they don’t have a team of executives — especially not a CFO who can put thought and care into building a financial model. So they throw it together to make their data room complete; they need to close the round, after all.
Then six months later their burn is 2x what they told investors, because the assumptions in their projections didn’t match how the business actually runs.
Let us do that work for you, so you can focus on running and growing your business.
Process Overview & Steps
Process Overview
After we review the materials you provide us, we build an initial financial model based on everything we know. During the call we review the overall structure, but most importantly the key 2–3 assumptions that drive growth and cost structures.
We take that input to update your projections and provide you the final output — a model that not only satisfies investors but helps you run your business.
- Pre-call:Collect key inputs like business model / pitch, P&L, and any existing projections you have.
- Book call:Select the time that works best for you.
- Analysis:Waya reviews your inputs, maps key assumptions, and builds your initial financial model.
- Call: We review the model, key assumptions, and structure. Most importantly, we get your feedback for revisions and improvements.
- Follow up: We update the model and provide you with an investor-ready product.
What Your Model Needs, By Stage
Every fundraising stage demands a different model. We build what’s right for your company and stage — not what some Fortune 500 company needs.
- Seed / Pre Series A:It's about translating story to financials and identifying the key assumptions in your business model. We don't overcomplicate things.
- Series A: It's about validating the business model and making sure it can push toward scaling — unit economics, revenue build, LTV/CAC, etc.
- Series B:It's about tracking repeatable growth and ensuring you understand what scale looks like. Cohort and expansion economics become paramount, as does triangulating both bottoms-up and top-down analysis.
Your financial model becomes your operating plan — make sure you can reasonably execute on the numbers you raised on.
Vincent Matranga, Co-Founder Waya
Who Builds Your Model
You work directly with me, Vince. I’ve built financial models for rounds from seed up to $60M.
Frequently Asked Questions
Everything you need to know about working with Waya
What is Financial Model Preparation?
We take whatever you currently have and build a curated financial model that matches your stage and company. Investor ready and tied to your operations.
What stage should I be at to book a Financial Model Preparation session?
If you’re raising or plan to in the next 1–6 months and you’re between Seed and early Series B, this is for you. We calibrate the model to your stage.
What if I already have a model? (or none yet?)
Either way works. Whether you’ve got a rough model, back-of-the-napkin math, or nothing yet, we start from where you are and build it into something investor-ready.
How is this different from Data Room Preparation?
Data Room Preparation gets your full set of investor materials organized and complete. Financial Model Preparation goes deep on the piece investors scrutinize most — your model. The model we build drops straight into your data room.
Do we have to be a US based company to work with you?
No, our system works for companies in any region.
Does my company have to be a tech startup?
Waya works with technology companies as well as physical-world companies. You can be the founder of a tech startup, a non-profit organization or a physical-world business. We are particularly effective for organizations that have high level of complexity, like supply chain, healthcare and logistics.
Learn more about our Fundraising Readiness Audit
Receive a free PDF with essentials in data room preparation