You have an idea you’re excited about, maybe even early users or interest, and then someone asks a deceptively simple question: “What does the model look like?” Suddenly, you’re staring at a blank ...

What if you could build a professional-grade financial model in minutes, not hours? Imagine walking into a high-stakes meeting armed with a dynamic tool that not only crunches numbers but also adapts ...

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

Have you been to “math camp”? That is how a major technology company described their quarterly business meeting at an Association for Financial Professionals event prior to creating a consistent ...

The Financial Modeling Mastery Program is designed to teach real-life Financial Models for aspiring and current FP&A and Private Equity Professionals. Broken down in a logical progression from ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

Many businesses fail not because of their product or service, but because they build weak financial structures. When I sold my last company, it wasn't just about revenue—it was about creating strong ...

The classic description of a successful investment banking analyst is “detail-oriented.” When you arrive at an investment bank fresh out of college, you will be asked to prepare materials for client ...

Building a financial plan month by month can help you create a manageable path toward achieving your financial goals. It allows you to break down your larger financial objectives into smaller, ...

Meridian, an agentic artificial intelligence startup trying to reinvent complex financial modeling, has the money it needs to complete that mission after raising $17 million in seed funding today. The ...