Yes, financial models are always wrong; but they are still very powerful for helping you understand your business.

Here’s how it works.
1) If you’re comfortable creating and manipulating financial models, download one of these template financial models (zipped Excel file) to use as a base for your analysis.

Microsoft Excel Simple Financial Model created by Taylor Davidson
Right-click to download. Zip file, 244 KB.
Microsoft Excel Complex Financial Model created by Taylor Davidson
Right-click to download. Zip file, 230 KB.

2) If you need assistance in creating or manipulating a financial model, use the form below to submit your inquiry.

3) I will reply with my assessment of what you need and how I can help.

Here we go.
The intent of the form below is to help us both figure out what kind of help you need. I recognize that you won’t know the answers to every question, but that’s ok; please complete to the best of your current knowledge. Each question below has a limited word count because it’s harder to be brief than it is to be long. All questions are required. Email me with any questions.

Your Name (required)

Your Email (required)

Website (not required)

1) What is your biggest need at the moment?
 Assessing the financial potential of your idea
 Creating a complete financial model to complete a business plan and / or raise investment capital
 Not sure or Other

2) What is the business, product or service idea? Explain the problem, how you solve the problem and why it\'s great. Provide links if applicable. Do not provide your \"secret sauce\" or anything you consider confidential; we can discuss that offline if it\'s applicable. (100 words max)

3) Who is the intended user and customer? How do plan to market and acquire users and customers? (200 words max)

4) What are the sources of revenue? Provide some information on your strategies for earning revenue: sales, advertising, etc. (200 words max.)

5) What are the main costs the business will incur? Provide some information on your plans for employees, on the costs to produce your good or service or anything pertinent for your business or industry.) (200 words max)

6) What is the size of the market? Who are the primary competitors (present and potential)? (100 words max)

7) How are you planning to launch the business (marketing, development path, timeline)? (100 words max)

8) How are you planning to fund the business? Explain how you plan to raise funds; examples include bootstrapping, angel, venture capital, consulting, partnerships, etc. (100 words max)

9) What is the current status, development timelines and key milestones and operational timeline? Basically, explain current product and business development status and what barriers and opportunities (and timelines) you are operating under. (100 words max)

Legal Acceptance (Sorry, but it\'s required).

  • Legal: Use of website terms and privacy policy.
  • Non-Confidentiality: No information submitted will be resold or used for other purposes (including no mailing lists). All information will be held privately under professional courtesy, but sending or receiving this information does not constitute signing a confidentiality or non-disclosure agreement. If it\'s really confidential, don\'t send it to me.
  • Necessary Disclaimer for Securities Regulations: The information or opinions being submitted do not constitute a solicitation or offer in any jurisdiction that would be contrary to the laws or regulations of that jurisdiction, would require the filing of a registration statement or would require the registration of Taylor Davidson or Unstructured Ventures. The information and/or any opinions contained herein do not constitute a solicitation or offer by Taylor Davidson or Unstructured Ventures to buy or sell any securities or other financial instruments or provide any investment advice or service that would require securities registration.

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