Financial Modeling
Data-driven forecasting and scenario planning for marketing investments. We bring CFO-level financial rigor to growth marketing decisions.
What We Do
We build custom financial models that connect marketing activity to business outcomes, enabling data-driven budget decisions and strategic planning.
LTV & CAC Modeling
- •Customer lifetime value forecasting
- •CAC payback period analysis
- •Cohort retention modeling
- •Unit economics optimization
Growth Forecasting
- •Revenue projection models
- •Scenario planning
- •Sensitivity analysis
- •Investment return modeling
Budget Allocation
- •Channel mix optimization
- •Marginal ROAS analysis
- •Budget reallocation modeling
- •Spend efficiency tracking
Financial Planning
- •Marketing budget planning
- •P&L impact modeling
- •Cash flow projections
- •Fundraising support
Why It Matters
Most marketing agencies focus on vanity metrics like impressions and clicks. But business success isn't measured in CTR—it's measured in profitable revenue growth and sustainable unit economics.
Financial modeling bridges the gap between marketing activity and business outcomes. It answers critical questions: How much should we spend? Which channels deserve more budget? What's our path to profitability?
We build models that CFOs and boards actually trust—connecting marketing spend to LTV, CAC payback, cash flow, and P&L impact. This enables confident investment decisions backed by data, not guesswork.
Financial Impact
What You Get
Custom financial models (Google Sheets/Excel)
Monthly P&L impact reports
Quarterly forecasting updates
Scenario planning decks
Board-ready metrics
Investment memos
Our Approach
Data Collection
Gather historical performance, costs, and business metrics.
Model Building
Create custom financial models tailored to your business.
Scenario Planning
Build multiple growth scenarios with sensitivity analysis.
Ongoing Updates
Continuously update models as new data comes in.
Tools & Technologies
Ready for Financial Clarity?
Let's build a financial model that connects your marketing spend to business outcomes.