Advanced Financial Modeling

A real model, scenarios, and a lender-ready story, built with the top Claude model

3 sessions8 min of videoabout 2.7 hours to do

Advanced Financial Modeling builds a real model, not a template. You will construct a three-statement financial model with AI, wired so the income statement, balance sheet and cash flow genuinely tie, then layer in scenarios, runway and unit economics so you can answer what happens if. The last session turns the model into a lender-ready or board-ready story: the summary, the assumptions page, and the questions you will be asked about both.

It is for owners raising money, applying for a loan, or reporting to a board, and for operators who have been quoted fractional CFO rates for what is, in the end, a spreadsheet.

Time to complete: 3 sessions, about 2.5 hours of video in total, at your own pace. Every session is included with All-Access. Nothing is scheduled, nothing is live, and nothing expires, so you can stop after any session and pick it up again whenever the week allows.

Sessions in this course

  1. 1🔒Build a three-statement financial model with AI2:32 video, 60 min to dopro
  2. 2🔒Scenarios, runway, and unit economics2:38 video, 50 min to dopro
  3. 3🔒A lender-ready or board-ready model and story2:31 video, 50 min to dopro

How to get Advanced Financial Modeling

All-Access is $29 a month and opens this course and every other one, new releases included for as long as you are a member. Cancel anytime; your access runs to the end of the period you have paid for. If you would rather pay once, Lifetime All-Access is $399.

Cancel anytime from your account page, and a 14-day money back on your first month that you trigger yourself. No form, no exit survey.

By purchasing you agree to the Terms and the Refund Policy.

Questions about this course

Do I need to know how to code to take Advanced Financial Modeling?

No. You describe what you want in plain English and the AI agent writes the code. You will paste commands we give you and read what the agent reports back, which is why the Operator Skill Pack exists: it makes that report readable by someone who does not read code.

What does Advanced Financial Modeling cost?

All-Access is $29 a month and includes Advanced Financial Modeling, every other course in the library, and every new course for as long as you are a member. Cancel anytime from your account page: your access runs to the end of the period you have paid for. If you would rather pay once, Lifetime All-Access is $399 and nothing about it renews. Either way, if it is not for you, ask inside 14 days of your first charge and the whole charge comes back.

How long does Advanced Financial Modeling take?

3 sessions, about 2.5 hours of video in total. Most people do one session an evening and finish inside a week or two. Nothing is scheduled and nothing expires, so a gap costs you nothing.

Browse all courses