Forecast with Confidence.
Raise with Clarity.
Know what you need to raise. Know when to hire. Let’s model it.
Some models look nice. Ours make sense.
You’re building something real—but guessing your runway, CAC, or hiring plan off a messy spreadsheet isn’t it. Verte builds operator-grade financial models in Finmark that connect the dots between your growth plan and your actual cash.
This isn’t just for fundraising—it’s your decision-making engine.
Built for SaaS startups post-seed through Series A. Integrated with Xero, Gusto, Stripe, and more for real-time clarity.
What’s Included
Custom Financial Model in Finmark
• A custom financial model in Finmark with CAC, LTV, runway, burn, revenue, and headcount forecasting—tailored to your product, pricing model, and GTM plan
• Optional modeling of pricing strategy, fundraising timing, sales ramp, and marketing spend allocation
Seamless Integration Setup
We’ll connect your Finmark account to Xero, Gusto, Stripe, or other tools so you can pull in live data. (You’ll pay Finmark directly for your subscription.)
• Collaborative onboarding sessions: we gather your metrics, map assumptions, and refine the logic together
• One built-in scenario (typically base case); additional scenarios (e.g., best/worst case, hiring ramp, fundraising timing) available as add-ons
Optional: Quarterly Investor Report
We can also create standardized Pro Forma quarterly reports (Income Statement, Balance Sheet, Cash Flow) after your model is live.
A flexible model you can update and expand as your business grows—without starting from scratch!
Who This is For
SaaS founders post-seed through Series A who need financial clarity to raise or scale
Startups without an internal finance lead—but with real traction and decisions to make
Founders struggling with messy spreadsheets, unclear CAC, or investor questions they can't confidently answer
Most models are under built, disconnected, or innacurate.
Verte gives you:
End-to-end logic from CAC to EBITDA
Clean, usable outputs you can actually operate with
Founder-focused insights—not just finance speak
We don’t hand off a black box. We build a model you’ll understand and actually use.
Why Verte vs Spreadsheet Bros
Pricing + Process
One-time project, starting at $3,500, depending on complexity and number of scenarios
Structured 3-month engagement with three working sessions, custom model build, and review checkpoints
All models are built in your own Finmark account—you maintain ownership and can iterate as your business evolves
Optional investor reporting and support available post-delivery for an additional fee
Discounts or flat-fee packages may be available for accelerator cohorts or repeat clients
Founder’s Note
I created this service after years of watching founders get stuck between clunky spreadsheets and overpriced fluff. I’ve led modeling for pre-seed to Series A startups and taught forecasting workshops for years. But more importantly, I care that you get it. That you feel equipped—not overwhelmed.
Because financial clarity isn’t just for fundraising—it’s how you scale without chaos.