Your Business Partner for
Financial Modeling
& Analysis
My name is Rene Levermann and I am an experienced financial modeler and analyst. After graduating in Business and Administration and achieving the status of Advanced Financial Modeler and Financial Modeling & Valuation Analyst, I have dedicated my professional career to this interesting and complex aspect of finance.
My goal is to help both startups and incumbent businesses to expand and improve their operations, to take calculated risks on the basis of accurate forecasts and to help them gather the needed funds in the best ways possible for the business.
To do so, I use my proprietary three-step method, developed over the course of a decade, to ensure accurate and consistent results.
My Focus Areas
Step 1: Understanding and quantifying the business model
This first step is getting to know each other and for getting accustomed to the business model. Because there are so many possible revenues streams among which a business might choose from, it is extremely important to develop a deep understanding and connection with the operating activities before starting to lay down some numbers.
During this step we will get in contact through various phone calls and online video meetings in which we will start to fill the value proposition canvas and the business model canvas, two basic but extremely valuable tools that will serve as a starting point for your tailored financial model. If you want to learn more about this stage of model creation, click here.
Step 2: Creating the Tailored Financial Model
The second step consists in taking all the information collected in the previous step and starting to create the excel model.
To create not only a more accurate, but also an easier to understand model, I developed a modular approach based on dividing the model into schedules, each of them working as a magnifying glass pointed at a specific part of the business.
By using the schedules to compute all the calculations and to show the smallest details, the end results will much cleaner and easier to understand without losing any accuracy. If you are particularly interested in this portion of the tailored financial model creation, be sure to check out here (enter hyperlink to second service page under here) the page where I discuss step by step my process.
Step 3: Financial Analysis and Insights
Finally, the last stage of creating a tailored financial model is implementing graphs, charts and financial analysis to draw meaningful and valuable insights that can be used to guide future business operations.
Among the most popular analyses, I usually perform sensitivity and scenario analyses, valuation models, and fundraising analyses. If you want to have a better understanding of all the financial analysis services I offer for my tailored financial models, click here.
However, because all businesses are extremely different, not all types of models and analyses in this stage fit each company, so before starting the third stage, we will sit down once again to discuss all options and your needs.
My Focus Areas
Among the most popular analyses, I usually perform sensitivity and scenario analyses, valuation models, and fundraising analyses. If you want to have a better understanding of all the financial analysis services I offer for my tailored financial models, click here.
Financial Analysis Services
We will implement a system to track key performance indicators, evaluate financial statements, and compare them to industry standards.
The insights gained will assist you in making data-based strategic decisions.
Financial Modeling Services
This model will allow us to make more accurate forecasts, perform sensitivity analysis, and develop scenarios for various strategies and business decisions.
Your financial model will serve as a powerful planning tool.
Financial Planning Services
I will assist you with fundraising, bank negotiations, and collaborate closely with your tax attorneys.
My Financial Service Packages
Financial Health & Sensitivity Analysis
Forecasting and Scenario Analysis
Business Valuation
Startup Financial Modeling
Merger & Acquisition Support
Cost & Pricing Models
Power BI Dashboard Creation
Excel Services
Why should you work with me?
My Financial Service Packages
Financial Health & Sensitivity Analysis
Comprehensive financial assessment and sensitivity analysis to identify improvement areas and make data-driven decisions.
Forecasting and Scenario Analysis
Detailed financial forecasts and scenario analysis to confidently make strategic decisions.
Business
Valuation
In-depth business valuation, identification of value drivers, and customized valuation models (DCF, VC method, asset based). 
Startup Financial
Modeling
Tailored financial model development for startups, enabling informed decision-making and financing support.
Merger & Acquisition
Support
Target analysis, synergy analysis, pre & post merger valuations, financial due diligence.
Cost & Pricing
Models
Comprehensive analysis and development of cost and pricing models to increase transparency and competitiveness.
Power BI Dashboard
Creation
Custom Power BI dashboard development, integration, visualization, and training for effective data interpretation.
Excel
Services
Custom Excel template creation, bug fixing, and optimization for efficient data management.
Financial Health & Sensitivity Analysis
Comprehensive financial assessment and sensitivity analysis to identify improvement areas and make data-driven decisions.
Why should you work with me?
Flexible Hours
One Partner
Automation
Extensive Knowledge and Expertise
Flexible Hours
One Partner
Automation
Extensive Knowledge and Expertise
Why shouly you work with me?
Flexible Hours
As a self-employed consultant, I am at your service any day of the week, even during late hours, to meet your needs.
One Partner
You will work directly with me every step of the way. No change of partners - we start where we last left off
Automation
I am a big fan of automating repetitive tasks, which means you will enjoy a cost-effective partnership that saves you both time and money.
Extensive Knowledge and Expertise
I have worked in the Financial Modeling field for years, so any project I complete will not just be the result of years of experience. Click here to learn more about me.
My client portfolio / projects
+20 Startups
Real Estate Developer
Agroforestry & Carbon Credits
Venture Developer
Equipment Rental / Asset Holding
Investment Tracking
Power Apps ERP Solution
Game & Software Developer
Cost Budgeting Report
Department Budget Planner
My client portfolio / projects
+20 Startups
I developed for various startups financial forecasting models for the Seed or Series A rounds
Real Estate Developer
Designed an in-house solution for real estate developers to easily evaluate projects and produce investor reports
Latest Content
How to Build a Three-Statement Financial Model
When we think about financial modeling, one of the most used tools to forecast the performance of a company is the three-statement financial model. Its relevance comes from many different factors, starting from its flexibility and customization to the fact that it is extremely useful both for startups and established companies.
Formatting a Financial Model
When it comes to formatting a financial model in Excel, we are limited in our options. However, with a few formatting features, even a spreadsheet can look great, and I will show you how you can achieve this result.
The Impact of Accounts Receivable: A Guide to Business Owners
Accounts Receivable, or AR, is a crucial part of any business. It is an essential asset of the company as it is a potential cash.
Latest Content
How to Build a Three-Statement Financial Model
When we think about financial modeling, one of the most used tools to forecast the performance of a company is the three-statement financial model. Its relevance comes from many different factors, starting from its flexibility and customization to the fact that it is extremely useful both for startups and established companies.
Formatting a Financial Model
When it comes to formatting a financial model in Excel, we are limited in our options. However, with a few formatting features, even a spreadsheet can look great, and I will show you how you can achieve this result.
The Impact of Accounts Receivable: A Guide to Business Owners
Accounts Receivable, or AR, is a crucial part of any business. It is an essential asset of the company as it is a potential cash.