Finance leadershipUKUAEUSA
Financial modelling

A model an investor can interrogate, not just admire.

A financial model is the document a fundraise or an acquisition turns on. It has to reconcile to the accounts, flex on the assumptions that matter and survive a diligence analyst with a spare afternoon. We build them that way.

01What is included

The whole job, not the visible half.

Everything below is in scope on the plan that includes financial modelling & fundraising support. Nothing on this list is an add-on.

  • Integrated three-statement model: P&L, balance sheet and cash flow, monthly for five years
  • Driver-based revenue build by product, channel, cohort or contract
  • Scenario and sensitivity tables on the assumptions that move valuation
  • Cap table, dilution and returns analysis for each funding round
  • Data room preparation and diligence question handling
  • Lender models with covenant tests and debt schedules
02Who it is for

Three situations we see every week.

01

Startups raising seed to Series B

Investors will rebuild your model. It is better if theirs matches yours.

02

Businesses seeking bank or asset finance

Lenders want serviceability, covenants and downside cases. The model has to answer all three.

03

Owners preparing an exit

A buyer's price is a multiple of numbers they trust. The model and the diligence file decide how much they trust them.

03How it works

Four steps, then a rhythm.

Step 1

Assumptions workshop

Half a day with the founders to write down every driver and where it comes from.

Step 2

Build

The model is built from the historic accounts forward, so the starting balance sheet is real.

Step 3

Stress

Downside cases, sensitivity tables and a check that the model behaves when an assumption is pushed hard.

Step 4

Support

We sit alongside you through investor or lender questions and update the model as terms move.

04By market

The rules differ. So does the work.

The same service, applied to each jurisdiction's law. Figures checked September 2026.

UK

SEIS and EIS advance assurance, the investor tax reliefs, and the R&D credit line in the forecast are standard for a UK raise.

Everything about the UK
UAE

Investor structures through ADGM or DIFC holding companies, and the corporate tax treatment of the operating entity, are modelled explicitly.

Everything about the UAE
USA

Delaware C-corp, SAFE and priced-round mechanics, 409A implications and QSBS eligibility are built into the cap table and returns analysis.

Everything about the USA
05Why Shaazbook

One senior accountant. One flat fee. Three countries.

130+
Businesses served across the Shaazford group
$50M+
Client revenue managed by the group
3
Primary jurisdictions: UK, UAE, USA
10+
Years of senior experience on every account

Group figures are Shaazford Global LLC's published numbers across all its service lines.

06Questions
Do you use templates?

We start from a proven structure and rebuild the revenue logic for your business. A template revenue build is the first thing an analyst notices.

How long does a model take?

Two to four weeks from the assumptions workshop, depending on how much history exists and how many entities are involved.

Can you help with the pitch deck financials?

Yes. The deck's numbers come from the model, so they are consistent under questioning.

Do you take equity or success fees?

No. Fixed fee for the model and a day rate or retainer for transaction support. We are not a broker and do not introduce investors.

Talk to us about financial modelling & fundraising support.

Thirty minutes, no pitch deck. Tell us the entities and the countries, and we will tell you honestly what applies and what it costs.