Tell me what decision your model must support.
The fastest starting point is a clearly defined objective, available source data, expected users and an achievable deadline.
Three useful starting points.
Define the purpose first. A good scope follows from the decision, not from a standard workbook template.
What is the decision?
Fundraising, cash management, valuation, pricing, board reporting or independent verification?
What can you supply?
Historical financials, current KPIs, operating assumptions, a pitch deck or an existing financial model?
Who needs the result?
Management, investors, lenders or third parties? What format, assurance level and timeframe are required?
Start a scope conversation.
I work directly with founders, finance teams and investors. Share the broad purpose, your industry, target decision and timeline. I can then discuss a suitable scope and deliverables.
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Protect confidential workpapers
Start with a high-level description of the problem. Do not include personal data, proprietary financial models or sensitive records in the first message.
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