Comprehensive and Expert Financial Modeling & Advisory Services for Private Equity, Venture Capital, and VC-Backed Enterprises: Tailored Solutions for Strategic Growth, Investment Clarity, and Financial Excellence
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Comprehensive financial modeling services for PE, VC, and SMEs, including VC-backed companies
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Expertise in building monthly operating models, LBO models, DCF valuation, and comparable company analysis
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Creation of CIMs or investment memos tailored to specific needs
Outsourced CFO services offering the creation of detailed financial statements and actual vs. budget analysis -
Tailored solutions to streamline financial operations and strategic decision-making
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Trusted partner for accurate and insightful financial models that support investment and business growth decisions
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Dedicated to providing high-quality, customized financial models that meet the unique needs of each client
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Proven track record of enhancing financial clarity and supporting successful transactions and investments!
Building a LBO model from scratch!
Our financial modeling consulting services provide PE, VC firms, and VC-backed companies with tailored, accurate financial models to drive strategic decisions. Whether it’s LBO, DCF, or monthly operating models, we deliver actionable insights to help you assess opportunities, optimize financial performance, and support investment success. With a focus on clarity and precision, FIC consulting enhances your financial strategy, ensuring you stay ahead in a competitive market.
US$220/ Hour
One Hour Consulting Session
US$208/ Hour
Bulk Package: 3 Hours (6% off)
US$195/ Hour
Bulk Package: 5 Hours (13% Off)
US$183/ Hour
Bulk Package: 8 Hours (19% Off)
US$170/ Hour
Bulk Package: 10 Hours (25% Off)
Our Coaches
Josh Jia
Founder, Partner
(IB, PE, Corp Dev, Resume Review, Financial Modeling, VC, IR)
Investment Banking and Private Equity Professional
- 8 years of experience
- Principal at Apex Advisory
- Private Equity Analyst at Imperial Capital
- Investment Banking Analyst at BMO, Diversified Group
- Industry experience in headhunting, VC, HF, and ER
- Founded Limestone Capital
- Created 1st finance interview prep course at Queen’s
- Taught course consisting of ~250 slides, six classes, with hundreds of students attending
- Placed 100+ candidates into IB and PE roles
Equity Research Analyst, Technology Group, Large Bank
Equity Research, Hedge Fund, and Investment Banking Professional
- 2 years of experience as Equity Research Analyst in Technology group at large bank
- 7 years of experience in hedge funds and investment banking
- Experience teaching and lecturing in classroom environment
- Mentored dozens of professionals to help them secure jobs in equity research and hedge funds
Investment Banking Professional
IB expert with TMT & M&A experience at BB
- 2+ years of experience covering TMT and M&A at a top Bulge Bracket in New York
- 1+ year of experience at a Growth Equity fund
- Have helped lead Intern and Analyst recruitment; have insights into the interview processes at numerous firms
- Experience teaching and lecturing in classroom environment
- Mentored numerous professionals and helped them secure jobs in Investment Banking, Growth Equity, and Private Equity
Investment Banking Coach
Experienced student coach in the IB industry
- Incoming Investment Banking Analyst at Perella Weinberg
- Current Investment Banking Analyst at Roth Capital Partners
- Experience coaching 25+ students into Bulge Brackets and Elite Boutiques
- Had interviews from 8+ Elite Boutiques
- Advanced industry recruiting knowledge
- Non-core recruiting & core school recruiting
Rolan Naiman
Coach
(Corporate Banking / Commercial Banking / Private Debt)
Corporate Banking and Private Equity Professional
- 4 years of experience
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2nd year Corporate Banking Associate in BMO’s Power, Utilities & Infrastructure Group (promoted in July 2020)
- Prior to joining the Power, Utilities & Infrastructure Group, spent 2 years in BMO’s Project Finance Group
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Focused on P&U and infrastructure
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Investment management and trading experience at OPSEU Pension Trust as an Analyst in Investment Strategy & Macro Research, Portfolio Construction
- Previously Analyst in Scotiabank’s FIG Group
- Previously an Analyst at RBC
Manager of Strategic Finance and FP&A at FAANG
FP&A, Technology Finance, ER and HF Professional
- Top-ranked Investment Banking & Equity Research VP with 12+ years of experience. Currently a Strategic Finance and FP&A Manager at one of the FANGs
- Have worked on the buyside & sellside, at bulge brackets & boutiques, covered multiple sectors
- Been on the hiring committee for Intern, Analyst, Associate & VP recruitment
- Mentored 115+ professionals & helped them secure jobs in Banking, Research, S&T, HFs, & Strategic Finance / FP&A over the last 12 years, through resume & cover letter reviews, mock interviews, and career coaching
- Ivy-league graduate with 100% scholarship throughout
Manager of Investor Relations and Corporate Finance
Investor Relations, Corporate Finance, and Investment Banking Professional
- 5 years of experience as Manager of Investor Relations and Corporate Finance
- 2 years of experience as Investment Banking Analyst
- 8 years of coaching and resume review experience
Schedule Your Call Now!
Arrange a call to start with an in-depth discussion of your financial modeling needs and objectives.