I spent 12+ years as the person behind the spreadsheet—pricing models for GLP-1 brands launching at scale, forecasts that shaped strategy in Fortune 500 pharma companies, valuation models that determined whether a deal made sense. I've lived the pressure of walking into the room knowing a single formula error could crater credibility.
That's why I built Basecase Advisory. Not because I think every financial model needs to be audited—just the ones driving real decisions. The ones where you can't afford to be wrong.
I focus on the models that matter: pricing strategies for scaled launches, M&A valuations, capital raises, and loan applications. I've reviewed hundreds of them. I know where the errors hide. And I know how to explain them in a way that helps you move forward.
12+ years building financial models for pharma launches, pricing strategy, and corporate finance. Fortune 500 experience. Currently advising early-stage founders on model strategy.
Pricing strategy lead for 3 major product launches. Led financial planning for $200M+ revenue business unit. Mentored 10+ finance professionals on modeling best practices.
Hybrid human + automated review. I don't just find errors—I explain them, prioritize them, and help you understand why they matter to your specific situation.
30+ error patterns scanned automatically—missing formula references, circular dependencies, inconsistent assumptions, structural red flags. Catches the stuff humans miss.
I manually review the logic, assumptions, and structure. Is the model answering the right question? Are the drivers realistic? Does it hold up to stress?
You get a written report with severity-ranked findings, exact cell references, and specific fixes. Not just "there's a problem"—here's how to solve it.
Every engagement includes a written report with findings and fixes. You can share it with your team, your board, your investors—or just use it to fix the model yourself. No scope meetings. No discovery calls. Just your spreadsheet and a professional review.
If you want to talk through the findings, I'm always available. But you shouldn't have to. Your time matters more than mine.
Your file is encrypted in transit and at rest. I don't store copies. After the engagement, your file is deleted from my systems. I don't use your models to train algorithms or share insights with competitors. Your data stays yours.
That's good news. It happens more than you'd think with founders and operators who know what they're doing. The report will clearly state that—no false positives. You get a summary of what was checked, confidence level, and any areas where assumptions might be worth revisiting.
No. The report is written for non-finance people. Findings are explained in plain language with examples. If a formula is wrong, I show you exactly what it should be. You don't need an MBA to understand what's broken and how to fix it.
Any financial model in Excel or Google Sheets. Pricing models, revenue forecasts, loan applications, acquisition valuations, real estate investment models, business plans, scenario analyses. If it's a spreadsheet that drives a decision, I can audit it.
Absolutely. That's the whole point. The report is yours. Use it however you need. Share with investors. Submit to your bank. Reference in due diligence. It's a third-party validation of your model's integrity.
Standard turnaround is 48 hours for Model Sanity Check. 24-hour rush available for an additional fee. Full Model Audit takes 3-5 business days. Model Build projects are scoped individually. Timeline starts when I receive your file and context, not when you submit the form.
Yes. If you don't have a financial model but need one—for a loan application, investor pitch, or strategic decision—I can build it from scratch based on your business plan, historical data, and assumptions. Then I audit my own work. Pricing starts at $3,000 for simple models and scales based on complexity.
Submit your model for review. Get a written report with cell-referenced findings, severity rankings, and specific fixes. 24-hour turnaround available.
Submit a Model → Or explore service options first