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

A digital business dashboard displaying financial data, including a budget overview for April with various figures, a line chart, and bar graphs representing monthly revenue and performance metrics.

A digital dashboard for FinMark displays various financial metrics, graphs, and scenario selections against a blue background. The menu on the left includes options for Dashboard, Employees, Expenses, Revenue, and Actuals. A scenario selection box in the center shows options like Current Forecast Plan, Q3/Q4 Budget plan, Budget 2021, and Operating Plan. The dashboard features line and bar charts depicting revenue, burn rate, and other financial data, with specific figures such as total revenue of over $3.2 million and monthly burn rate of $54,044.

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.)

Screenshot of a business analytics dashboard showing employee data, payroll costs, and forecast plans. The screen includes a pop-up window to add a new employee with fields for department, position, role type, name, annual salary, salary increase, start date, and term date. The dashboard features a blue background with navigation menu on the left and a graph on the right.

A digital dashboard displaying financial data and forecasts with a blue background. It includes a line chart titled 'Runway 15 months' showing data from December 2020 to January 2021 with trend lines, and a pop-up box indicating current forecasted cash flow of $146,788 for January 2021. Other metrics include total revenue of over $3.2 million, a monthly average revenue of $22,500, and a forecast plan highlighted.

• 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

Business dashboard displaying financial and employee data, including ARR, bookings, cash balance, burn rate, ARR changes, cohort analysis, employee count, and expenses with various charts and metrics.

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

Book a free consult

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.

Let’s build your model.

Businesswoman with long blonde hair contemplating, with business charts and graphs in the background on a dark gray screen.

A smarter stack, by design

We design back offices using vetted, modern platforms with clean UX and reliable APIs. These tools are scalable, stable, and won’t break as your business grows.