Cap Table Workshop, September 24 Save a seat

Custom model

A financial model built for your business or fund, delivered working and documented.

I respond within a day

A working model built for your business or fund
Documentation, and a walkthrough on a screenshare
You own it, forever

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What I build

A revenue model for a business the prebuilt models don't cover. A fund-specific forecast and waterfall. A cap table and exit waterfall with structure the standard version can't hold. Or a model you already have, cleaned up, documented, and made safe to hand to someone else.

It's delivered as a working model with documentation, and you own it. Work happens directly with me, with no team and no handoffs, and I've built these for hundreds of clients since 2005 across SaaS, ecommerce, media, hardware, marketplaces, funds, and more.

How it works

  1. Tell me about the project above: what the model needs to do, what you have already, and when you need it.
  2. I come back with a scope and a quote. Most projects run $1K to $10K.
  3. We agree the plan, I build, and we walk through it together on a screenshare. Revisions are part of the work.

Want it reviewed instead?

If you built or changed a model with AI and want to know whether it's right before it goes to a board or an LP, that's a working session, not a project. An hour on a screenshare, and I check the formulas, the hard-coded values, the sheet integration, and whether the business logic is yours or a plausible guess.

Why not build it with AI?

For a lot of things, you should, and every model here is open source so you can. AI is good at edits and good at producing plausible-looking output that's silently wrong. The prebuilt structure catches most of that. Build from scratch with complex business logic and there's no scaffolding, so the errors compound quietly. Custom work is for when the structure itself has to be right and there's no proven one to start from.

Common questions

How long does it take?
Depends on scope. Most projects are a few weeks.

Can you start from one of the Hemrock models?
Usually, and it's cheaper when I can. The Standard Financial Model and the Venture Capital Model are the starting point for most custom work.

Do you handle ongoing updates?
For ongoing fund work, see Fractional CFO. For startups, contact me directly.

Ratings

Reviews

Taylor worked with us to create a custom model perfect for our unique business that helped us start off on the right foot and quickly plan for growth. I couldn't recommend it more!
Ali Greenberg
Ali Greenberg· CEO, The Broad
Taylor provides a very detailed model. This was invaluable to us. The personal service and customisation work was of the highest level.
Chris Griffiths
Chris Griffiths· CEO, OpenGenius
Taylor took the time to understand the ins and outs of our business and helped build a flexible model that made sense. His guidance and work helped secure us a loan from the bank.
Matt Katase
Matt Katase· Cofounder, Brew Gentlemen
These templates are worth their weight in gold. Hired Foresight for a few hours to customize the template and we moved mountains. Best money spent!
Michael Margolis
Michael Margolis· CEO, Storied
Taylor is my go-to for anything that has to do with financial models. He has the experience and perspective to help understand business challenges and develop winning business models.
Matt Sand· CEO, 3DEO