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

I will help you develop a deeper understanding of your company's financial performance and identify opportunities for improvement.

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

Together we will create a customized financial model for your company.

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

We will align your financial structure with your overall business strategy, conduct budget planning, resource allocation, and evaluate financing options.

I will assist you with fundraising, bank negotiations, and collaborate closely with your tax attorneys.

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.

Why should you work with me?

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My Financial Service Packages

Why should 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.

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.

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

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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »