[01] How it works

Three steps. Four hours.

01
Hour 0

You

Answer a few questions about your business.

02
Hour 1 to 3

Us

Our AI Agents build your model.

03
Hour 4

Done

Excel lands in your inbox.

[02] The team

30 AI Agents go to work.

LIVE run/A7F4 · SBA 7(a) · Y1 to Y5 model
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Phase 1
Research

External research on your industry, market, and unit economics. Every claim is sourced.

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Industry Structure Analyst
Industry · Five forces
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Market Overview Analyst
Market sizing · Citations
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Demographics Researcher
Demographics · Geography
AG-004QUEUED
Customer Behavior Researcher
Audience · Buying behavior
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Industry Trends Analyst
Trends · Macro signals
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Operations Researcher
How peers operate
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Financial Metrics Researcher
Industry P&L · Margins
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Cost Components Researcher
COGS · Input cost benchmarks
Phase 2
Assumptions

Every driver of the model. Three scenario columns. Source-tagged.

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Revenue Driver Specialist
Pricing · Volume · Ramp
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Cost Driver Specialist
COGS · Labor · OpEx
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Capex & Financing Specialist
Capex · Debt schedule
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Tax Structure Specialist
Federal · State · Entity
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Working Capital Specialist
A/R · A/P · Inventory days
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Owner Distribution Modeler
Pass-through · Retained
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Scenario Architect
Base · Optimistic · Downside
Phase 3
Modeling

The build. Linked formulas only. No hardcoded numbers in projection columns.

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Financial Base Builder
Workbook scaffolding
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Revenue Model Builder
Bottom-up by stream
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Cost Model Builder
Labor roster · OpEx
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Capex Schedule Builder
Depreciation · Amortization
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Sources & Uses Builder
Use of funds · Repayment
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Income Statement Builder
Monthly · Annual P&L
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Cash Flow Builder
Indirect method
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Balance Sheet Builder
Period-by-period check
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Ratio Analysis Builder
DSCR · Liquidity · Margin
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Dashboard Builder
Charts · Headline metrics
Phase 4
Validation

Hard rules and outcome gates. The model does not ship until every check passes.

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Balance Sheet Validator
Ties within $1 every period
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Plausibility Reviewer
Catches unrealistic numbers
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Submission Auditor
Ready to submit
AG-029QUEUED
Cover Page Designer
Brand colors · Layout
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Final QA Reviewer
End-to-end consistency
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Every model checked against the QA gate before delivery

Get your custom financial model.

Answer a 15-minute questionnaire. We do the rest.

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