Standard Excel Financial Model Audit + Light Edits
Professional Review to Ensure Your Model is Investment-Ready
When you're presenting your financial model to investors, lenders, or partners, there's no room for error. A single mistake or overlooked formula can damage credibility, derail deals, or lead to costly miscalculations.
That’s why our Standard Excel Financial Model Audit + Light Edits service exists—to give you peace of mind that your model is not only technically accurate but also clear, professional, and ready for real-world use.
This service is designed for real estate professionals, analysts, entrepreneurs, and deal sponsors who already have a working Excel model but want to ensure it holds up under scrutiny. Whether you built the model yourself or received it from someone else, an independent audit by an expert can uncover issues, validate assumptions, and enhance its overall reliability.
What’s Included:
1. Comprehensive Accuracy Check
We carefully review the integrity of your model by checking for formula errors, broken links, and logic gaps. This includes validating calculations for cash flow, return on investment (ROI), internal rate of return (IRR), loan payments, and key financial ratios. We ensure consistency across tabs and verify that your outputs are correctly linked to your inputs.
2. Expert Feedback and Recommendations
After the review, you’ll receive detailed feedback highlighting what’s working well and what needs improvement. If your model is structurally sound but contains outdated or inefficient formulas, we’ll suggest better approaches for accuracy and simplicity. You’ll get insights based on real-world modeling experience and investor expectations.
3. Light Edits & Enhancements
We go beyond just pointing out issues—we help fix them. As part of this package, we’ll apply light edits to improve layout, naming conventions, formula structure, and overall presentation. This might include making your input cells clearer, cleaning up formatting, reorganizing sections, or simplifying overcomplicated formulas—while still keeping your original intent intact.
4. Investor-Ready Confidence
Once the audit and edits are complete, your model will not only be technically accurate but also more polished and easier to understand. That means you can confidently send it to investors or use it during presentations without worrying about hidden mistakes or confusing layouts.
Who This Is For:
Real estate investors seeking funding
Entrepreneurs preparing for pitch meetings
Analysts building internal models for feasibility studies
Anyone needing a second pair of eyes on their financial work
This service is not a complete rebuild or overhaul but is ideal for those who already have a functioning model that just needs validation and refinement. If you need help building a model from scratch, we also offer full custom modeling and coaching packages.
Fast Turnaround & Ongoing Support
Turnaround time is typically 3–5 business days, depending on complexity. And if you have follow-up questions after delivery, we’re happy to clarify edits or provide additional guidance.
Standard Excel Financial Model Audit + Light Edits
- Data Inputs all in "Blue"
- Property Description
- Property Value and Repair Costs
- Holding Costs
- Financing Assumptions - Up to 3 Lenders
- Transaction Costs
- Repair Worksheet
- Automated Return on Investment
- Automated Profit Calculation
Email me your model, questions you may have and areas of concern.

