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FINANCIAL MODEL

We Build and Maintain Your Financial Model, So You Can Focus on Growth

Our team helps you understand your financials, runway, future revenue, and how much you need to raise.

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The Process

We work with both bootstrapped and venture-backed startups, and we've helped hundreds of companies sort their financials as they prepare to pitch investors.

1. Building

(5 - 7 working days)

  • Connecting you to your dedicated account manager

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  • Mapping your business into a financial model
     

  • Importing your historical data
     

  • Forecasting company growth runway and capital requirements

2. Maintenance

(monthly)

  • Sync your actual revenue and expense numbers
     

  • Adjusting your forecasts based on reality
     

  • Building new scenarios
     

  • Generating investor reports

Creation of Investor-Ready Financial Model

$1,350 – $2,500

Revenue Modeling:

✓ Build revenue forecasts based on growth drivers
✓ Structure multiple revenue streams with sensitivity toggles
✓ Define key metrics & KPIs to track business performance
✓ Create growth scenarios to test upside and downside

Expense Planning:

✓ Develop hiring & compensation schedules aligned with scaling
✓ Map overhead and operational expenses in detail
✓ Plan capital expenditures for assets and expansion
✓ Include depreciation & amortization for a realistic P&L

Growth & Investor:

✓ Fundraising support (investor-ready financials, DD prep)

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Ongoing Maintenance & Monthly Oversight

$290 – $490 / month

Core CFO:

✓ Includes all Startup Essentials services
+ Trend & variance analysis
+ Expense structure optimization
+ Working capital efficiency

Finance Oversight:

✓ Includes all Startup Essentials services
+ Cash controls & bank oversight
+ Advanced invoice/bill processes
+ KPI dashboard & CRM review
+ Weekly operational dashboard

Growth & Investor:

✓ Includes all Startup Essentials services
+ Market size & competitor benchmarking
+ Investor updates (monthly/quarterly)
+ Credit line & debt financing mgmt
+ Hiring & compensation planning

Get a grip on your company's financials

Stay on top of your startup runway at the end of each month

Understand the growth budget that you need to spend

Learn exactly how much you need to raise from your investors

Budget new team members and other company expenses

Clarity in Your SaaS Economics

SaaS startups often fail not because of a bad idea, but because they run out of cash, with high CAC, delayed payback, and complex metrics creating constant pressure. We bring financial clarity so you can price confidently, manage churn, model CAC/LTV, and know exactly what it takes to grow.

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Revenue breakdown

By pricing tier, user segment, and plan type

CAC & LTV analysis

Model customer lifetime value, payback, and acquisition cost

Burn & runway forecast

Forecast burn rate, runway, and funding milestones

Investor-ready metrics

Valuation, dilution, and fundraising rounds

Scenario analysis

Test pricing, churn, and growth assumptions

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Anton Voblikov

CEO, The Lean Finance

Who is Behind
The Lean Finance?

“I started The Lean Finance to give businesses the clarity they need to grow sustainably. When the numbers are right, everything else runs smoother.

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The Lean Finance helps businesses stay financially healthy, well-structured, and prepared for growth.

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Our team includes experienced modelers, analysts, and bookkeepers who turn complex numbers into practical decisions. Whether you're building your first model or managing financials at scale, we help you stay in control and plan with confidence.

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85% of our clients are based in the U.S., but we support companies around the world. Clients rely on us for our quick turnaround, responsive communication, and consistently high-quality work.

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Let’s connect — we’d love to hear what you’re building.”

Anton has exceeded all our expectations. He really took the time to understand our business and provided invaluable feedback. Absolute pleasure to work with him. Cant recommend him enough

Hani Salem, CEO, Classtap

"Anton is extremely professional and knowledgeable. He went above and beyond to create a financial model catered to our needs. Would definitely recommend Anton and hope to continue collaborating with him in the future."

Lorena Barreto, CEO, XPlanned

"Anton is smart, intelligent, competent and creative. He goes above and beyond. I give him my warmest recommendations and look forward to working with him again"

Valdemar Siesbye, CEO, HiperPatch

"Anton is an exceptional financial modeler with deep expertise in SaaS. He developed a highly detailed and insightful 5-year financial model for our Series A funding round, exceeding our expectations in every way."

Oliver Schmalholz, Co-Founder, ListKit

Book a Free Call →
Get Clarity on Your SaaS Financials

We’ll quickly assess your current setup, spot key gaps, and walk through funding, runway, and metrics — so you can make smart decisions with confidence.

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© 2025 by The Lean Finance

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