Capital Markets & Portfolio Analytics

Financial Operating Model

5,000+ formula financial model with 60-month projections, unit economics, and ABS waterfall analysis for Series B.

Timeline: December 2025 · PorchPass LLC
5,000+
Dynamic formulas
60-month
Forward projections
12
Interconnected worksheets
Series B
Fundraising tool

Nick created a comprehensive Financial Operating Model with 5,000+ formulas across 12 interconnected worksheets, used directly in PorchPass's Series B fundraising preparation. The model covers 60-month projections, unit economics (LTV/CAC/payback period analysis), gain-on-sale modeling, and ABS waterfall analysis.

The model integrates with the Enterprise Analytics Engine for real-time portfolio data inputs and provides scenario modeling capability for different growth trajectories, market conditions, and capital structure assumptions. It was used directly in Board presentations and investor conversations as the financial backbone of the Series B narrative.

ExcelFinancial ModelingDCFUnit EconomicsABS Waterfall
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