Express Packages

Whether you’re raising, tightening operations, or just need fast clarity, I offer high-impact finance projects built for speed and precision.

Explore the categories below.

Financial models

  • 18-month burn model

  • 3-year dynamic model

  • 3-5 year scenario model

pitch decks

  • Deck financials & narrative review

  • In-depth pitch review

  • Turnkey pitch deck

Fundraising Prep

  • Cap table review & dilution scenarios

  • Data room setup

  • Fundraising readiness audit

operating clarity

  • Light cash burn & runway optimization

  • Finance health check

  • Budgeting template build

strategic sprints

  • Hiring plan + runway impact

  • Pricing strategy sprint

  • Break-even & unit economics analysis

Financial Models

starter

$800

  • Simple 18-month P&L with runway visibility

  • Ideal for early-stage clarity on burn, budget, and short-term funding needs

  • 1-week turnaround

    • Basic P&L and Cash Flow

    • Hiring plan (roles, costs, start dates)

    • Cash runway calculator

    • Expense forecast: manual or flat % increases

    • Revenue forecast: 1–2 simple drivers (e.g. units × price)

    • Single Sheet

    • No scenarios

    • Minimal formulas; intended to be easily founder-editable

    • 1 hour Q&A call

Book a call or send me a message

Essential

$1,600

  • Dynamic 3-year, 3-statement model

  • Built for medium-term planning, operational visibility, and early fundraising prep

  • 2-week turnaround

    • Fully linked 3-statement model (P&L, Cash Flow, Balance Sheet)

    • 3-year forecast

    • Dynamic assumptions sheet

    • Revenue: up to 3 streams/tiers

    • Hiring plan: roles, salaries, timing

    • Expense logic tied to business drivers

    • Dashboard: burn multiple, margins, 2 sector-specific metrics

    • Cap table + single fundraising round logic

    • 1h Q&A call, quick refinements

If you need something tailored or extended scope, please see the Strategic Finance & CFO Services page.

comprehensive

$3,200

  • 3-5 year model with multiple scenarios

  • Great for strategic planning, investor diligence, or multi-path forecasting

  • 3-4 week turnaround

    • Advanced 3-statement model

    • 3–5 year forecast

    • Up to 3 Revenue streams with additional conditions for each driver

    • Multi-department hiring plan

    • Expense forecast tied drivers with additional conditions to be added for each driver

    • Fully dynamic assumptions + scenario toggles (base/downside/upside)

    • Dashboard: unlimited metrics

    • Fundraising logic: multiple rounds, dilution, pre/post cap table modeling

    • Deck-ready visuals (chart exports, dashboard summary)

    • 2h Q&A calls, moderate refinements, documentation

pitch decks

numbers review

$500

  • Quick review of financials and market slides

  • Perfect for a quick sanity check

  • 3-day turnaround

    • Review of 2–4 financial slides (e.g., projections, unit economics, market)

    • Light markup or rewrite suggestions

    • 30-min feedback call

in-depth review

$1,250

  • Comprehensive pass through your existing deck

  • Great for ensuring key questions are covered

  • 2-week turnaround

    • Full deck review (10–15 slides)

    • Fix gaps in narrative, funding logic, use of proceeds

    • Financial slide cleanup

    • One live 1h review session + 1 round of edits

tunrkey pitch deck

$3,500

  • Full-service pitch deck: narrative, content, design

  • Control the story but delegate the execution

  • 3-4 week turnaround

    • Deck & narrative structuring

    • Slide content writing

    • Market research

    • Financial section layout (forecasts require a financial model and it’s billed separately)

    • Investor FAQ brief

    • Polished design

    • Full redesign/rewrite of 5 slides included, 1 round of medium changes included for each slide

Fundraising prep

Cap table review & dilution scenarios

$750

  • Fix cap table chaos, model founder ownership post-raise, and prep a clean, investor-friendly version

  • 1-week turnaround

    • Existing cap table review

    • Clean-up or reformat of cap table

    • Creation or tweaking of dilution model

    • Scenario logic (raise vs. no-raise)

    • Investor-facing summary

    • 30-min review call

Book a call or send me a message

Dataroom setup

$750

  • Structure your dataroom, supply a smart checklist, and organize key finance docs for investor access

  • 1-week turnaround

    • Folder structure template modification

    • Provided materials review

    • Organization of finance docs

    • Checklist + guidance

    • Async feedback

Fundraising readiness audit

$1,250

  • Audit your model, burn rate, cap table, and dataroom to identify gaps and strengthen materials

  • 1-week turnaround

    • Model review + assumptions testing

    • Burn rate analysis

    • Cap table + dilution scan

    • Dataroom folder check

    • Action plan

    • 60 min review call

operating clarity

cash burn & runway optimization

$1,250

  • Analyze spend, build simple reduction scenarios, and surface clear efficiency levers to extend runway

  • 1-week turnaround

    • Spend category review

    • Scenario modeling (cuts, deferrals)

    • Recommendations

    • 1 hour call

Finance health check

$500

  • Quick review of KPIs, burn, and margins to spot red flags and immediate improvement areas

  • 1-week turnaround

    • Metrics review

    • Commentary

    • Follow-up

Budgeting template build

$600

  • Create a founder-friendly budget you can manage and adapt - without needing a full financial model

  • 1-week turnaround

    • Template structuring

    • Budget logic + formatting

    • Guide or walkthrough

strategic sprints

Hiring plan + runway impact

$750

  • Plan headcount by quarter, incorporate into model, and forecast the impact on burn and runway

  • 1-week turnaround

    • Hiring plan based on your team goals

    • Salary timelines built into a lean financial model

    • Burn and runway projections adjusted for new headcount

    • Summary of hiring impact on cash flow and break-even timeline

Book a call or send me a message

Pricing strategy sprint

$1,500

  • Assess pricing structure, positioning, and margin impact — then model revenue and LTV outcomes

  • 1-week turnaround

    • Review of your current pricing structure and positioning

    • Market and margin analysis to support pricing logic

    • Financial impact of 2–3 pricing scenarios (revenue, LTV, margin)

    • Summary of insights and recommended next steps

If you need something tailored or extended scope, please see the Strategic Finance & CFO Services page.

Break-even & unit economics analysis

$750

  • Model the break-even point and key metrics to evaluate the path to profitability

  • 1-week turnaround

    • Break-even model based on your revenue and cost structure

    • Core unit economics: CAC, LTV, payback period, and gross margin

    • Analysis of profitability drivers and sustainability risks

    • Clear summary of findings and what they mean for your business

About velos

Ex-Barclays, VC, and startup operator - helping founders raise smarter and stay capital-efficient.

  • $70M+ raised

  • 120+ models built

  • 2,000+ startups screened

  • 30+ burn strategies optimized

Supported by a flexible team of designers, analysts, and accountants - so we can move fast when it matters.


  • Alec brought a rare mix of strategic clarity, modeling depth, and capital raising insight. He was instrumental in building a state-of-the-art financial model for a multi-entity holding - including Monte Carlo simulations. Beyond the numbers, he made a significant contribution to the governance framework, helping us prepare for institutional capital. His availability and responsiveness made him feel like part of the core team.

    CEO, Biologics Startup.
    Scope: 10 month engagement, 8-figure raise.

  • Alec has an excellent understanding of accounting and did a great job preparing our management report for last year, as well as the reporting model for the year ahead.

    CEO, Pharmaceutical Services Company.
    Scope: Ongoing engagement.

  • Legend. Loved working with him.

    Founder, 8-Figure DTC Home Decor Brand.
    Scope: 6-month engagement, 200+ SKU catalog, rolling forecasts & financial model overhaul.

  • Incredible work! Everything is complete and detailed - exactly what we were expecting.

    Founder, 8-Figure Specialty Tools DTC Brand.
    Scope: Revenue + inventory planning overhaul for supplier negotiations.

  • Alec was outstanding. It was clear that he was knowledgeable in fundraising, startups, business models, and financials. I highly recommend working with him.

    Founder, B2B SaaS Fintech (Series A).
    Scope: Financial model + investor interview prep

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