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Financial models that
close deals.

Describe your model structure using our guided builder. We generate optimized prompts for Claude or ChatGPT that build investor-ready Excel files.

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8 model types
3-statement, DCF, LBO & more
✨
AI-optimized output
Spec reviewed before export
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Wall Street conventions
Color coding, formatting built in

~10 minutes · Free · No account required

Model Overview

Define the high-level purpose and type of your financial model.

3-Statement Model

Linked P&L, Balance Sheet, Cash Flow. Foundation for most models.

DCF Valuation

Discounted cash flow with terminal value. Includes 3-statement base.

LBO Model

Leveraged buyout with debt schedules and returns analysis.

Budget / Forecast

Operational budget with monthly detail and variance tracking.

Revenue / Cost Build

Custom bottom-up model with detailed calculation chains (20-50+ lines building to revenue/cost).

M&A / Merger

Accretion/dilution with combined pro forma statements.

Project Finance

Infrastructure project with DSCR, IRR, debt sizing.

Custom

Build from scratch with your own structure.

Time Structure

Define time periods, granularity, and horizon.

Monthly
Quarterly
Annual
Hybrid (Monthly Y1, Quarterly Y2-3, Annual Y4+)

Sheet Structure

Define the tabs in your workbook. Drag to reorder. Auto-suggested based on model type.

Sheets are pre-populated based on your model type. Add, remove, or reorder as needed. Click the color swatch to change tab color.

    Assumptions & Inputs

    Define key assumptions that drive your model. These become hard-coded input cells (blue text) in your Assumptions sheet.

    Categories are pre-populated based on model type and industry. Each assumption becomes a labeled input cell. Values are optional — leave blank to specify later.
    AI Assumption Defaults

    Get realistic starting values based on your model type and industry

    Build Sheet Designer

    Design detailed calculation chains. Each "build" becomes a sheet with 5-50+ lines that build up to a key output (like Total Revenue or Total Costs). Write formulas referencing line names.

    How it works: Create builds on the left, then add line items. Each line can be: Section Header (groups lines visually), Input (hard-coded assumption, blue text), Formula (references other lines by name), Subtotal (sums a section), Output (key result that feeds other sheets, green highlight). Write formulas in plain English referencing other line names.

    Select or create a build sheet to start designing calculation chains.

    Sheet Formulas

    Define calculation logic for remaining sheets (not covered by Build Sheets). Write formulas in plain English.

    Formulas for build sheets are managed in the Build Sheet Designer (previous step). This step covers Income Statement, Balance Sheet, Cash Flow, and other summary/output sheets.

    Formatting Standards

    Visual conventions for your model. Pre-filled with Wall Street standard conventions.

    Model Font

    Arial

    Clean, modern sans-serif

    Helvetica

    Classic Swiss typeface

    Garamond

    Elegant old-style serif

    Times New Roman

    Traditional serif standard

    Georgia

    Readable screen serif

    Verdana

    Wide, legible sans-serif

    Font Color Standards

    Hard-coded Inputs

    Manually entered values, constants, assumptions

    Abc

    Same-Sheet Formulas

    Calculations within the same tab

    Abc

    Cross-Sheet References

    Formulas pulling from other tabs

    Abc

    External Links / Errors

    Links to other workbooks or flagged issues

    Abc

    Cell Background Standards

    Input Cells

    Background for assumption/input cells

    Light yellow

    Header Rows

    Column headers, period labels

    Blue + white text

    Section Separators

    Sub-headers, group separators

    Light gray

    Total/Summary Rows

    Subtotals and grand totals

    White + bold + top border

    Number Formats

    Output Reports & Dashboards

    Select output reports and visualizations to include.

    Sensitivity Table Config

    Custom Output Requirements

    Review & Export

    Review your full model specification and export.

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    AI Spec Review

    Checking your model for gaps, missing linkages, and issues that would cause a broken Excel file.

    Reviewing your spec...
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    Your Excel Generation Prompt

    This prompt is optimized to generate a professional, investor-ready Excel model when pasted into Claude or ChatGPT.

    ✨ AI Polish

    Have AI review and enhance your prompt for maximum Excel generation quality.

    Preview Prompt

    💡 Tips for Best Results

    • Claude (recommended): Use Claude with the "Create & analyze documents" feature for best Excel output. Paste the prompt and ask it to generate the .xlsx file.
    • ChatGPT: Use GPT-4 with Code Interpreter enabled. It will write Python code to generate the Excel file.
    • Polish first: Click "AI Polish" above to have AI review and strengthen the prompt before exporting.
    • Iterate: If the first output isn't perfect, tell the LLM what to fix. The detailed spec makes iteration fast.