Investor-Ready
Financial Strategy
for CPG Startups
We build the financial backbone that CPG founders need to raise capital, make smarter decisions, and prove to investors they understand the business they're building.
The Integrated
Financial Model
The centerpiece of every engagement is a fully integrated, investor-grade financial model built in Excel. This isn't a static spreadsheet — it's a dynamic system where every output traces back to a single Assumptions page.
The Assumptions Engine
Product Economics
- Recipe Costs / Bill of Materials
- COGS Builder with full cost breakdown
Channel Profitability
- DTC vs Wholesale P&L analysis
- Channel-specific margin calculations
Customer Acquisition
- 12-month customer growth projections
- CAC tracking with LTV:CAC ratio (3:1 target)
- Marketing budget allocation & ROI
Inventory Management
- Inventory Turnover Ratio tracking
- Days Inventory Outstanding
- Reorder point calculations
Cash Flow & Runway
- 36-month cash flow projections
- Cumulative cash balance tracking
- Runway calculations
Summary Dashboard
- Consolidated key metrics view
- Annual revenue, margins, ratios
- Investor-ready presentation sheet
Investor-Grade
Analysis
Beyond the operational model, we build three analysis modules that separate a serious financial model from a basic spreadsheet.
Scenario Analysis
Compare Conservative, Base, and Aggressive scenarios side by side. A dropdown toggle switches the entire model between scenarios — instantly showing how your business performs under different conditions.
Break-Even Analysis
Calculate exactly how many units you need to sell, at what price, to cover all costs. Shows monthly revenue threshold for profitability by product and by channel.
Sensitivity Analysis
Tornado chart showing how price, COGS, and growth rate changes impact margins and revenue. Understand which factors matter most and where to focus your energy.
Additional
Deliverables
Beyond the core model, we provide comprehensive support materials to help you succeed.
Interactive Scenario Dashboard
Turn your model data into a live web-based dashboard for pitch meetings. Toggle between scenarios in real time, with metrics, charts, and projections updating dynamically.
- Real-time scenario switching
- Unit economics and CAC tracking
- Quick reference for investor questions
Model Walkthrough
Comprehensive documentation explaining what was built, how each sheet connects, and how to use the model day-to-day. Included with every model build.
Meeting Preparation
Briefing document with key numbers, potential investor questions with prepared answers, and a quick-reference guide for pitch meetings.
Pitch Deck Support
Slide deck creation and refinement, ensuring financial narrative aligns with model numbers. Every claim traces back to a cell.
Client Communications
Professional emails, follow-up messages, and investor correspondence drafted in your voice without sounding like a consultant.
Models We've Built
Every engagement produces a fully integrated, investor-grade financial model and a live interactive dashboard. Here are three recent examples.
Client A
DTC and wholesale condiment brand with multiple SKUs. 15-sheet integrated model covering COGS, channel P&L, tasting event ROI, CAC tracking, and a three-scenario investor dashboard.
Client B
Multi-SKU CPG brand with an established regional retail footprint. Full model with COGS builder, wholesale channel P&L, inventory management, and an investor scenario dashboard.
Client C
Clean-ingredient functional supplement brand with strong unit economics. Full financial model with real-time scenario dashboard, 65%+ gross margins, and investor-ready CAC and LTV analysis.
Built on Discipline.
Backed by Experience.
Before founding GSC Financial, I was a Division I baseball player at Vanderbilt and the University of South Carolina. When injuries ended my athletic career, I took the analytical mindset and relentless discipline from the field and applied it to the world of finance, earning a Master of Science in Finance from the University of Miami.
My perspective was shaped as a Deal Analyst for the Cane Angel Network, where I evaluated hundreds of startup pitches. I saw a critical gap: passionate founders with great products who struggled to translate their vision into the financial language investors require. I started GSC Financial to bridge that gap.
Read the Full StoryThe Process
Discovery
You share what you have — an existing model, a basic spreadsheet, or just a description of your business. We get on a call to understand your products, channels, cost structure, growth plans, and what you're trying to accomplish.
Scoping
Based on what we learn, we define exactly what we're building and agree on a price. No surprises.
Build
We build the model programmatically, ensuring every formula is correct, every cross-reference is verified, and the formatting is professional. We audit the model for integrity before delivering.
Review & Iterate
We walk you through the completed model, explain how everything works, and make adjustments based on your feedback. You update the Assumptions with your actual numbers, and the entire model recalculates.
Deliver
You receive the final model, the walkthrough documentation, and any additional materials. From there, you own it — and if you need support down the road, we're a message away.
How We Price
Everything is project-based. No retainers, no long-term commitments, no recurring fees. You tell us what you need, we scope it, and we agree on a price before any work begins.
We invoice per project with payment via Zelle or Venmo. You see the work, and if you're happy with it, we keep going. No pressure, no lock-in.
A CPG Founder
With Answers
A CPG founder with a strong financial model walks into an investor meeting with answers. A founder without one is guessing. And investors can tell the difference.
GSC Financial makes sure you're the founder with answers.
Ready to Build Your
Financial Model?
Whether you're preparing to raise capital, pitch to investors, or simply need a clearer financial picture of your business, we're here to help. Let's start with a conversation.
Get in Touch