Financial Modeling Services in India
Build Reliable Financial Models for Fundraising, Valuation and Strategic Decision-MakingÂ
Important business decisions cannot be based on assumptions, estimates, or disconnected spreadsheets. Whether you are raising capital, valuing your company, planning expansion or evaluating an acquisition, you need a financial model that clearly shows how operational decisions affect revenue, profitability, cash flow, and business value.Â
My Valuation develops detailed, dynamic, and decision-ready financial models tailored to your business. We convert your operational plans, market assumptions and growth strategy into a structured financial framework that can be used by founders, management teams, investors, lenders, boards and transaction advisors.Â
India's Trusted Financial Modeling Experts
My Valuation provides professional financial modeling services to startups, SMEs, established companies, investors, CFOs and transaction advisors across India.Â
A financial model is not merely an Excel workbook containing revenue and expense projections. It is a structured representation of how your business creates value, uses capital, generates cash, and responds to changing market conditions.Â
Our firm is led by CA Parth Shah, an IBBI Registered Valuer for Securities or Financial Assets. Our financial models are developed with a strong understanding of business valuation, financial reporting, transaction analysis, and investor expectations.Â
We build models that are logically structured, easy to review, and supported by transparent assumptions. Every important output is connected to measurable business drivers, helping stakeholders understand not only the projected results but also how those results have been calculated.Â
Financial Modeling Services We Offer
We provide complete financial modeling support for planning, transactions, fundraising and valuation:Â
Financial Models We Build
Every assignment is structured according to the decision, transaction or reporting objective of the client.Â
Three-Statement Model
An integrated model linking the Profit and Loss Statement, Balance Sheet and Cash Flow Statement.
Startup Fundraising Model
A growth model focused on customer acquisition, revenue scalability, burn rate, funding requirement and investor returns.
M&A Transaction Model
A model used to evaluate acquisition pricing, funding, synergies and the financial effect of a proposed transaction.
Cap Table and Dilution Model
A model showing founder, investor and employee ownership before and after proposed funding rounds.
Business Unit Model
A segment-level model used to analyze the financial performance of separate products, locations, departments, or business verticals.
Discounted Cash Flow Model
A valuation model used to calculate the present value of projected future cash flows.
Budget and Forecast Model
A management model used to compare actual performance against budgets and future operating plans.
Project Finance Model
A long-term model designed to assess project viability, debt servicing capacity, returns and funding structures.
Debt Repayment Model
A structured model covering loan drawdown, interest calculation, repayment schedules and debt service coverage.
Operational Driver Model
A model that connects operational inputs such as customers, units sold, pricing, utilization, and headcount to financial outcomes.
Three-Statement Financial Modeling
A three-statement financial model creates a complete financial picture by linking the Profit and Loss Statement, Balance Sheet and Cash Flow Statement.Â
Changes made in one part of the business automatically affect the connected statements. For example, increased sales may result in higher receivables, additional inventory requirements, increased taxes, and changes in cash flow.Â
Our three-statement models typically include:Â
Revenue projections based on volume, pricing, customer growth or contractual income
Employee costs, marketing expenses and administrative overheads
Accounts receivable, inventory and payable calculations
Tax calculations
Cash flow from operating, investing and financing activities
Cost of goods sold and gross margin assumptions
Depreciation and capital expenditure schedules
Loan balances, interest costs and repayment schedules
Share capital and retained earnings movements
Balance Sheet checks to ensure the model remains balanced
Financial Models for Fundraising and Investor Discussions
Investors do not evaluate projections only by looking at the final revenue number. They examine the assumptions, business drivers and capital requirements behind those projections.Â
We develop fundraising models that help founders answer important investor questions:Â
- How will the company generate revenue?Â
- What assumptions support the projected customer growth?Â
- How much will it cost to acquire each customer?Â
- When will the business achieve contribution-level profitability?Â
- What will the monthly cash burn be?Â
- How long will the proposed investment last?Â
- When will the business require the next funding round?Â
- What milestones will be achieved using the capital raised?Â
- What level of dilution will founder and existing investors experience?Â
- How does the financial forecast support the proposed valuation?Â
Our models connect the funding ask with the actual financial requirements of the business, helping founders avoid asking for too little capital or presenting an unsupported funding requirement.Â
What Is Financial Modeling?
Financial modeling is the process of creating a structured numerical representation of a company's current performance, future operations, and financial outcomes.Â
The model uses historical financial data, operational drivers, and forward-looking assumptions to project revenue, expenses, profitability, assets, liabilities, and cash flow.Â
A professional financial model allows management and stakeholders to test different decisions before implementing them. It can show how a change in price, customer volume, employee cost, funding structure, or market condition may affect the company's financial future.Â
Financial modeling is commonly used for fundraising, business valuation, budgeting, strategic planning, mergers and acquisitions, debt financing, project evaluation, and board reporting.Â
The purpose of a financial model is not to predict the future with complete certainty. Its purpose is to provide a logical, transparent, and measurable framework for evaluating possible outcomes.Â

Make Important Decisions with Reliable Financial Data
Do not allow disconnected assumptions or spreadsheet errors to influence a major funding, valuation or strategic decision.Â
Partner with My Valuation for a structured financial model that clearly connects your business plans with revenue, profitability, cash flow and funding requirements.Â
When Do You Need a Financial Model?
A professional financial model is required when financial outcomes must be evaluated before making an important decision.Â
Raising Equity Funding
Applying for Business Loans
Valuing a Business
Preparing Annual Budgets
Launching a New Product
Entering a New Market
Planning Capital Expenditure
Acquiring Another Business
Managing Cash Flow
Presenting to the Board
Who Is This Service For?
Our financial modeling services are suitable for businesses, investors and advisors across different stages and transaction requirements.Â
Startup Founders
Founders preparing for fundraising, budgeting, valuation or investor due diligence.
CFOs and Finance Teams
Internal teams seeking an independent model build, model review or additional support for complex forecasting assignments.
Chartered Accountants and Transaction Advisors
Professional firms requiring financial modeling support for valuation, due diligence, restructuring or transaction assignments.
Small and Medium Enterprises
Businesses planning expansion, improving financial controls or approaching lenders and investors.
CFOs and Finance Teams
Internal teams seeking an independent model build, model review or additional support for complex forecasting assignments.
Promoters and Business Owners
Owners who need financial clarity before selling a business, acquiring a company, raising capital or making a major investment.
Companies requiring detailed projections for new markets, products, hiring and capital expenditure.
Banks and Financial Institutions
Lenders requiring financial projections, cash flow analysis and debt service capacity assessment.
How a Professional Financial Model Helps Your Business
A reliable financial model improves decision-making throughout the organization.
Clear Financial Visibility
Understand how revenue, costs, working capital, debt and capital expenditure affect future cash flow.
Improved Fundraising Credibility
Present investors and lenders with structured assumptions and internally consistent financial projections.
Early Identification of Cash Gaps
Identify periods where the business may require additional funding before a cash shortage occurs.
Improved Accountability
Set measurable financial targets for departments, products and business units.
Consistent Management Reporting
Use one connected financial model as the central source for planning and performance evaluation.
Better Strategic Decisions
Compare different options before committing capital, hiring employees or entering new markets.
Stronger Valuation Support
Revenue projections, unit economics, funding requirements and use of funds are presented using connected and defensible assumptions.
Greater Cost Control
Understand which expenses are fixed, variable or linked directly to revenue growth.
Faster Scenario Testing
Evaluate the impact of changing customer growth, pricing, margins, employee costs or funding assumptions.
What Our Financial Models Include
The exact structure depends on your business and the purpose of the engagement. A comprehensive model may include:
Building Financial Projections from Real Business Drivers
Financial projections are credible only when they are linked to measurable operational assumptions.Â
We develop models using business-specific revenue and cost drivers such as:Â
Number of customers
Conversion rate
Production capacity and utilization
Subscription plans
Sales team capacity
Occupancy rates
Supplier payment terms
Average selling price
Customer retention and churn
Average order value
Store or branch count
Project completion timelines
Collection periods
Customer acquisition rate
Units produced or sold
Number of transactions
Employee productivity
Contract values
Inventory holding periods
This driver-based approach makes the model easier to understand and update. Management can change an operational assumption and immediately see its effect on revenue, profitability and cash flow.Â
Our Financial Modeling Process
01
Understanding the Objective
02
Information Collection
03
Model Structure and Assumption Development
04
Model Development and Integration
05
Scenario and Sensitivity Analysis
06
Internal Review and Quality Checks
07
Management Discussion and Refinement
08
Final Model Delivery
What You Receive from Our Financial Modeling Service
Every engagement is designed to provide a usable and decision-ready financial model.
Editable Financial Model
A fully editable Excel-based model developed according to your business structure and requirements.
Integrated Financial Statements
Linked Profit and Loss, Balance Sheet and Cash Flow projections.
Scenario Analysis
Base Case, Best Case and Downside Case projections based on agreed assumptions.
Financial Dashboard
A summary of projected revenue, margins, EBITDA, cash position, break-even point and other important indicators.
Model Assumption Notes
A summary of key assumptions, methodologies and limitations used in developing the model.
Assumptions Sheet
A clearly organized section containing the key operational and financial assumptions used in the model.
Detailed Supporting Schedules
Revenue, expenses, headcount, capital expenditure, depreciation, working capital, debt and tax schedules.
Sensitivity Analysis
Analysis of how key variables affect profitability, cash flow, funding requirement or valuation.
Funding Requirement Analysis
Calculation of the capital required to execute the business plan and maintain an appropriate cash runway.
Management Review Session
A structured discussion to explain the model, important outputs and areas requiring management attention.
Why Choose My Valuation for Financial Modeling Services?
Trusted by 500+ Companies
to Raise Over ₹1500 Crore
Industries We Serve
Our financial modeling expertise supports businesses across a wide range of sectors.
Need a Reliable Financial Model?
Whether you are raising capital, planning growth, approaching lenders or evaluating a transaction, My Valuation helps you make decisions using clear, connected and defensible financial projections.Â
Build a financial model that investors, lenders, boards and management teams can understand and rely upon.Â


