Go to our Financial Model Courses page and click on the course you are interested in.

You will need to complete the checkout page with your details, valid email address and valid mobile phone number (we cater for students all over the world).

Pay for the course and you will then have immediate access to the course page itself. 

If there are any issues after payment check that the payment actually went through, otherwise send us a support request.

You will need Microsoft Excel (even older versions will suffice usually except for some of the newer functions), or use Google Sheets which is very similar but has some nuances and differences. Excel is a paid product but is the industry standard in Investment Banking and Funds Management in general.

Alternatively try an opensource (free but still very powerful) Libre Office.

It’s generally expected that you will know how to use spreadsheets such as Excel already however we take you step by step on how to build out the model.

If you are more experienced you might find some of the steps very basic however you may also discover some tricks and insights you didn’t know before!

We accept most credit cards, debit cards and paypal – there may be some restrictions imposed by Stripe (used to process payments) – if so let us know and we can find an alternative method if needed.

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See our Refund Policy generally if you have started a course or downloaded the model there’s no refunds however if you have a specific need or issue we can discuss through a support request.

If you need custom work done on a model this requires us to estimate the work – complete the Consulting Request form and see the FAQ below as well.

If you’re doing the course and just don’t understand something or there’s an error just let us know with a support request.

We can do tele consulting for short requests (min 1 hr) or take on your project with a monthly retainer.

If you need a custom model the minimum charge is 4 hrs of work.

The base rate is USD$450 per hour.

You should send us a request with the Consulting Request form and be as specific as possible.

We will provide an estimate for the work required and fees involved.

Generally this is not an option for us unless you can demonstrate great traction, unique business concept and a pathway to raising capital.

We can provide consulting and custom work to support you as the founder of your business and we can maintain financial models for pitching to venture capital funds.

We don’t solicit capital or market your venture – however if you want us to attend a meeting as an expereinced advisor who can speak to the numbers we can do that if we are hired on a retainer.