Financial Modeling Services in India

Build Reliable Financial Models for Fundraising, Valuation and Strategic Decision-Making 

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. 

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. 

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. 

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. 

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. 

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. 

Financial Modeling Services We Offer

We provide complete financial modeling support for planning, transactions, fundraising and valuation: 

Financial Models We Build

Every assignment is structured according to the decision, transaction or reporting objective of the client. 

  • 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. 

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. 

Our three-statement models typically include: 

  • 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

The final model gives management and investors a reliable view of future profitability, financial position, and cash requirements.

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. 

We develop fundraising models that help founders answer important investor questions: 

  • How will the company generate revenue? 
  • What assumptions support the projected customer growth? 
  • How much will it cost to acquire each customer? 
  • When will the business achieve contribution-level profitability? 
  • What will the monthly cash burn be? 
  • How long will the proposed investment last? 
  • When will the business require the next funding round? 
  • What milestones will be achieved using the capital raised? 
  • What level of dilution will founder and existing investors experience? 
  • How does the financial forecast support the proposed valuation? 

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. 

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. 

The model uses historical financial data, operational drivers, and forward-looking assumptions to project revenue, expenses, profitability, assets, liabilities, and cash flow. 

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. 

Financial modeling is commonly used for fundraising, business valuation, budgeting, strategic planning, mergers and acquisitions, debt financing, project evaluation, and board reporting. 

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. 

Make Important Decisions with Reliable Financial Data

Do not allow disconnected assumptions or spreadsheet errors to influence a major funding, valuation or strategic decision. 

Partner with My Valuation for a structured financial model that clearly connects your business plans with revenue, profitability, cash flow and funding requirements. 

When Do You Need a Financial Model?

A professional financial model is required when financial outcomes must be evaluated before making an important decision. 

Raising Equity Funding

To present investors with a clear view of future revenue, profitability, cash burn and capital requirements.

Applying for Business Loans

To demonstrate repayment capacity, cash flow sufficiency and projected debt service coverage to banks and lenders.

Valuing a Business

To calculate projected free cash flows and support a Discounted Cash Flow valuation.

Preparing Annual Budgets

To establish financial targets, allocate resources and monitor actual performance against planned results.

Launching a New Product

To assess development costs, pricing, expected demand, margins, and the break-even point.

Entering a New Market

To evaluate customer acquisition costs, expansion expenses, expected revenue, and cash requirements.

Planning Capital Expenditure

To determine whether a proposed plant, equipment purchase, or infrastructure investment will generate acceptable returns.

Acquiring Another Business

To assess purchase price, transaction funding, projected synergies, and post-acquisition performance.

Managing Cash Flow

To forecast cash shortages, working capital requirements, and future financing needs.

Presenting to the Board

To provide directors with structured financial projections and scenario-based decision support.

Who Is This Service For?

Our financial modeling services are suitable for businesses, investors and advisors across different stages and transaction requirements. 

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:

Assumptions Dashboard

A centralized section containing key revenue, pricing, growth, cost and funding assumptions.

Historical Financial Analysis

Review and normalization of previous Profit and Loss Statements, Balance Sheets and Cash Flow Statements.

Revenue Build-Up

Detailed revenue projections based on business-specific drivers rather than arbitrary percentage growth.

Cost Structure

Classification and forecasting of direct costs, employee costs, marketing expenses and operating overheads.

Employee and Headcount Schedule

Department-wise workforce planning covering salary, recruitment dates, increments and employee-related costs.

Capital Expenditure Schedule

Forecasting of equipment purchases, technology investment and other long-term assets.

Depreciation Schedule

Asset-class-wise calculation of depreciation linked to projected capital expenditure.

Working Capital Schedule

Forecasting of receivables, inventory, payables and other operating balances.

Debt Schedule

Detailed calculation of loan drawdowns, interest, repayments and closing balances.

Tax Schedule

Projected tax expense based on taxable income and applicable assumptions.

Integrated Financial Statements

Connected Profit and Loss, Balance Sheet and Cash Flow Statements.

Key Performance Indicators

Financial and operating metrics relevant to the business model.

Scenario Analysis

Base Case, Best Case and Downside Case projections.

Sensitivity Tables

Analysis showing how selected variables affect valuation, profitability or cash flow.

Management Dashboard

A summary of important financial outputs, trends, ratios and decision-making indicators.

Building Financial Projections from Real Business Drivers

Financial projections are credible only when they are linked to measurable operational assumptions. 

We develop models using business-specific revenue and cost drivers such as: 

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. 

Our Financial Modeling Process

01

Understanding the Objective

We begin by identifying why the model is required, who will use it and what decisions it must support.

02

Information Collection

We collect historical financial statements, management accounts, operational data, budgets, business plans, funding details and relevant commercial assumptions.

03

Model Structure and Assumption Development

We define the model architecture, projection period, revenue drivers, cost assumptions and required financial outputs.

04

Model Development and Integration

We build the financial schedules and connect the Profit and Loss Statement, Balance Sheet and Cash Flow Statement.

05

Scenario and Sensitivity Analysis

We test how changes in important assumptions affect financial performance, cash flow, funding requirements and valuation.

06

Internal Review and Quality Checks

We check formulas, links, Balance Sheet integrity, cash flow movement, assumption consistency and model usability.

07

Management Discussion and Refinement

We review the initial model with your team and revise assumptions based on operational insights and management feedback.

08

Final Model Delivery

We provide the completed model with clearly organized assumptions, schedules, outputs and supporting explanations.

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.

Trusted by 500+ Companies
to Raise Over ₹1500 Crore

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Industries We Serve

Our financial modeling expertise supports businesses across a wide range of sectors.

Technology and SaaS
Consumer and D2C Brands
Healthcare and Pharma
Real Estate
Retail and Hospitality
FinTech and Financial Services
Manufacturing
Infrastructure and Project Businesses
Professional Services
Renewable Energy and Power

Hear Directly from Our Clients

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. 

Build a financial model that investors, lenders, boards and management teams can understand and rely upon. 

    Frequently Asked Questions About Financial Modeling Services

    What is financial modeling?
    What is a three-statement financial model?
    Why does my business need a financial model?
    Can you prepare a financial model for a startup?
    Do you provide financial models for fundraising?
    Can you review an existing financial model?
    What information is required to build a financial model?
    How many years should a financial model cover?
    Can you prepare monthly financial projections?
    Do you include scenario analysis?
    Can the financial model be updated later?
    Do you provide financial modeling for business valuation?
    Can you calculate the funding requirement through the model?
    Can you align the model with our pitch deck?
    Do you build project finance models?
    Can you model debt and loan repayments?
    How long does it take to prepare a financial model?
    How much do financial modeling services cost?
    Will my financial information remain confidential?
    Do you guarantee the accuracy of projected results?