Built your own financial model and pitch deck?
Make sure it survives investor questions.
A structured review system for founders, producers, and project owners who are building their own financial model before a serious investor conversation.
Check the logic before someone else starts pulling on it.
The Financial Model Self-Audit Kit gives you a clear process for reviewing your model, assumptions, use of funds, scenarios, and deck alignment before you circulate the materials.
Work through it at your own pace. Mark what is missing. Correct what you can. Leave with a clearer understanding of where the model holds and where the logic still needs work.
Check your financial model before it reaches an investor.
This is for you if:
You're building your own financial model or deck.
You can't justify a full advisory engagement yet.
You're preparing for investor conversations.
You're worried your numbers may not hold up under questions.
What you get inside
You may not need someone to build your model for you. You need to know if what you have actually holds up before someone who matters starts pulling on it.
That's what this is for.
The kit is a self-guided review system you work through at your own pace.
Inside, you get:
Financial Model Audit Checklist
Review the major areas that can make a model look weak, incomplete, or unsupported.
Assumptions Builder
Identify the assumptions behind your numbers and pressure-check whether they are clear, conservative, or too exposed.
Use of Funds Builder
Organize what the money is being used for and whether the ask actually matches the plan.
Scenario Planning Worksheet
Review your conservative, base, and upside cases so your model is not only built around the best outcome.
Investor Question Bank
Prepare for the questions people may ask once they start looking closely at your numbers.
Model-to-Deck Alignment Check
Make sure the spreadsheet, deck, capital ask, and business story are not contradicting each other.
Final Scorecard
See where your materials stand and what may need to be cleaned up before investor conversations.
Most importantly, access our private
TBM Capital Readiness Assessment Software
Start with a private, browser-based diagnostic covering the full structure behind your raise.
The assessment includes:
30 guided questions
nine readiness categories
a TBM Note beneath every question
an overall readiness score
your strongest and weakest areas
a priority action plan
a downloadable branded report
No account is required. No documents are uploaded. Your answers, company information, scores, and report remain in your browser and are not submitted to TBM.
Use the report to identify which sections of the kit need the most attention before you begin the detailed model audit.
Get it now for only $210
Review your model, assumptions, use of funds, scenarios, and deck alignment through one structured system.
Begin with the TBM Capital Readiness Assessment, download your report, and use the results to guide the detailed audit inside the kit.
No. You do not submit your model, deck, or other documents to TBM as part of this product.
The Capital Readiness Assessment runs privately in your browser. Your answers, company information, scores, and report are not sent to TBM or stored in an account.
The Notion kit is also self-guided. You work through it using your own materials.
You can still use the kit.
You do not need a polished spreadsheet to begin. The process is designed to help you identify missing information, unsupported assumptions, unclear calculations, and inconsistencies while the model is still being developed.
A gap is useful information. Mark it, understand what is missing, and use the relevant section of the kit to work through it.
It is a private, browser-based diagnostic software included with the kit.
You will work through 30 guided questions across nine readiness categories. Each question includes a TBM Note explaining what to examine and what founders commonly overlook.
At the end, you receive an overall score, category breakdown, priority areas, practical next steps, and a downloadable branded report. Use that report to decide which sections of the Self-Audit Kit need your attention first.
You’ll receive written feedback within 48 hours after submitting your materials.
No. The kit is designed for founders, producers, project owners, and operators who are building or reviewing financial projections before presenting them to investors, lenders, partners, or other capital sources.
You should be able to access the model and explain the assumptions, capital ask, use of funds, and operating plan behind it.
No. The Financial Model Self-Audit Kit and Capital Readiness Assessment are educational tools. They do not provide legal, accounting, securities, tax, investment, or fundraising advice, and they do not predict investor interest or financing outcomes.
Questions involving legal documents, tax treatment, accounting policy, securities compliance, or financing terms should be reviewed by qualified professionals.
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