Investor-Grade Financial Models for Capital Raising, FP&A and Strategic Finance
Tailored financial modelling for CFOs, founders and growth-stage businesses. We build institutional-grade three-statement models, forecasting frameworks, board packs and investor reporting tools that support capital raising and improve decision-making in high-stakes deals.
Financial Models Built for Capital Decisions, Not Templates
We build bespoke financial models designed to support capital raising, improve forecasting accuracy and deliver decision-ready outputs for boards, investors and lenders. Every model is structured around your business drivers, funding strategy and reporting requirements — not adapted from a template.
Capital Raising Models
Investor-ready models to support equity and debt processes, including valuation, scenario analysis and funding discussions.
Forecasting & FP&A Models
Dynamic three-statement models and rolling forecasts that improve visibility, planning discipline and decision-making.
Investor & Board Reporting Models
Automated reporting outputs, dashboards, and board packs that translate financial data into clear, decision-ready insights.
M&A & Due Diligence Models
Transaction-ready models to support valuations, acquisitions, divestments and deal decision-making.
Regulatory & Compliance Models
Frameworks aligned with IFRS, AASB, APRA and ASIC requirements to support accurate, audit-ready reporting.
Growth & Scenario Models
Flexible models to stress-test funding strategies, expansion plans and key business assumptions across multiple scenarios.
Secure Capital and Build Confidence
Unlike generic spreadsheets or consultancy templates, every model is built to support real capital decisions, giving total transparency from assumptions through to financial outcomes.
- Transparent and audit-ready, no black-box formulas, macros, or external workbooks.
- Scenario-driven modelling with sensitivity analysis across funding pathways and international jurisdictions.
- Board-ready outputs with automated dashboards, charts, and disclosures requirements.
- Compliant with IFRS, AASB, US GAAP, and global listing standards (i.e. ASX, LSE, NYSE, B3).
Fully Personalised. Built From First Principles.
Every model is built from the ground up around your business model, revenue drivers, cost structure and reporting requirements. The result is a clear, flexible and decision-ready tool for capital planning, forecasting and performance analysis.
Tell a Story Investors Believe
Generic models create doubt. A well-structured financial model provides a clear, defensible link between assumptions, scenarios and financial outcomes. Each model is designed to communicate financial logic with clarity — supporting investor discussions, board decisions and capital allocation with confidence.
SELECTED ENGAGEMENTS
Built Prezzee's FY26 corporate budget model as a fully integrated planning tool with dynamic assumptions and automated outputs. It enabled scenario analysis, stress testing and board-ready insights, giving the CFO clearer visibility over business drivers and greater confidence in investor reporting. The model became a strategic asset, supporting growth planning and capital raising.
Built Stoker's end-to-end corporate financial model, integrating operational metrics with financial outcomes. The model was robust, scalable and transparent, giving leadership and investors a clearer basis for planning and decision-making.
Rebuilt Trace's financial model to strengthen FP&A, valuation support and investor readiness. The result was a more credible, scalable model aligned to internal planning needs and investor expectations.
Developed short, medium and long-term financial models to support a AUD 450M Series C capital raise. The models enabled sensitivity analysis across multiple funding jurisdictions and supported ROI assessment for global expansion.
Developed an internationally consolidated financial model to support London Stock Exchange capital raising and multi-million-dollar grant funding processes. The model helped articulate a credible commercialisation pathway in a complex energy transition environment, strengthening investor confidence.
Modelled Sea Forest's Brazil market entry strategy, incorporating adoption curves, regulatory pathways and capital requirements. This supported strategic planning for international expansion with clearer commercial and capital visibility.
Built a group-wide consolidated FP&A model integrating electricity, gas and water network operations into a dynamic three-statement structure. The model supported rolling forecasting across multiple scenarios and directly underpinned a AUD 350M capital raise.
Academic Credentials
Corporate Credentials
Ready to Build Your Model?
Book an Intro CallPrincipal Financial Modeler
Yan Santos is a Financial Modeller with more than a decade of experience across FP&A, corporate finance and strategic advisory. He works with CFOs, founders and investors to build financial models that support capital raising, forecasting, board reporting and high-stakes decision-making.
POPE&CHARIOT is a specialist financial modelling advisory practice built to deliver investor-grade models with the precision, structure and commercial judgement serious businesses require.
Book an Intro CallTESTIMONIALS
"Yan can break down complex business situations, find patterns, and see how different variables interact. This is essential for creating realistic and flexible models."
"The models are designed like a well-organised story. They flow logically from inputs to outputs, making it easy for anyone to trace assumptions, calculations, and conclusions."
"POPE&CHARIOT can create well-organised spreadsheets, using clear labels, and summarizing key insights to make sure that anyone can understand his model, even those without a finance background."
"Prezzee's FY26 corporate budget model had excellence, clear logic, consistent formulas, and dynamic assumptions, ensuring flexibility for scenario analysis and stress testing."
"Yan rebuilt my existing financial model from the ground up to make it simpler to use and interpret. It was quick and affordable with minimal input from me!"
"Yan's an expert of Excel, VBA and modelling best practices. His model for Stoker was robust, scalable, and transparent. It links operational metrics to financial outcomes, translating complex financial relationships into actionable insights."
"Accuracy is key. Extra careful with input data and assumptions, double-checking his own work to ensure everything adds up correctly."
"Yan follows well established modeling standards, a uniform approach to labels, color-coding, and formatting making his models easy to review, audit, and build upon."