Financial Modeling Dos & Dont’s

Financial Modeling
Dos & Dont's

Read this guide before engaging with lenders for your debt financing or credit facility needs. Learn best practices from a former corporate banker on what lenders want to see. 

Building a proper financial model now will ensure you find the right lending partner and receive the best terms for your credit needs.

In this guide you will learn:

  • Which way your financial model should lean
  • How many financial periods you need to show
  • What happens if you get your model wrong

Prepare your model to impress lenders.

Author Spotlight

Matt spent close to 10 years of his career in corporate banking at a top 10 US bank. After working on billions of dollars in transactions, he saw firsthand how a borrower’s financial model impacted the bank’s ability to offer competitive rates and structures. 

Matthew Bjonerud

Founder & CEO, Cerebro Capital