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Financial model review workflow

From founder forecasts to investor review.

Build a financial model founders can share and investors can review, compare, and discuss.

Forecast

Build a forecast investors can understand.

Structure revenue, costs, cash, and capital assumptions.

Turn founder inputs into a clear base forecast.

Create one model that can be shared, reviewed, and compared.

The review gap

A good model still needs a review trail.

Founders may understand the business logic, but investors still need to inspect the assumptions, evidence, capital timing, and scenario changes behind the numbers.

01

Investors rarely stop at the headline forecast. They review the assumptions behind the numbers.

02

Spreadsheets make it hard to see what changed between the founder view and the investor case.

03

Tessly keeps the founder base, investor case, and scenario changes connected in one review workflow.

The Tessly approach

One founder base. Two review paths.

Founders prepare a clean base forecast. Investors can review the shared model or triage uploaded Excel models before creating a private case.

Founder path

Guided Forecast

Revenue, costs, cash, and capital

Founder Base

Clean forecast prepared for sharing

Share Link

Shared forecast view

Intake path

Direct Upload

Upload existing Excel model

Intake Review

Review uploaded Excel models

Investor Case

Private review copy

VC Workspace

Review, compare, discuss

Investor review workspace

Review assumptions, not spreadsheets.

Investors can inspect capital risk, evidence, and scenario changes without rebuilding the founder model.

01

Capital Risk

Runway, burn, funding gap, and financing timing.

02

Evidence Trail

Source assumptions and Excel model evidence stay connected.

03

Scenario Changes

Track what changed from the founder base to investor case.

04

Case Comparison

Compare cases before internal discussion.

Trusted by

Trusted by founders and investment teams reviewing financial assumptions with more clarity.

FAQ

Practical questions before you share or review a model.

How are pilot pricing and activation handled?

Paid pilot prices are listed in New Taiwan dollars. Plan scope, start date, billing method, cancellation, and review access are confirmed with the Tessly team before activation.

What is the difference between a Share Link and Direct Upload?

A Share Link carries a structured Founder Forecast into the public Investor Viewer and can become a full Investor Case. Direct Upload is an intake path for uploaded Excel models that need first-pass review before deeper case work.

Does Tessly replace a CFO, financial advisor, or investor diligence?

No. Tessly helps teams structure, review, compare, and document forecast assumptions. It does not replace professional judgment, diligence, financial advice, investment decision-making, or compliance review.

What does Financing Timeline and Dilution show?

It helps teams preview financing timing, dilution impact, ownership movement, and runway implications across cases so the capital plan can be discussed alongside the forecast.

How does early access work?

Book a demo or contact the Tessly team. The next step is a fit conversation around your role, model format, fundraising timeline, and whether you need founder forecast setup, investor review, or intake triage.

Demo access

See how a founder forecast becomes investor-review ready.

Book a Tessly demo to walk through the Founder Forecast, Share Link, Investor Case, assumption review, case comparison, financing timeline, dilution preview, and Direct Upload intake.

For founders, funds, accelerators, and advisors preparing or reviewing startup financial models.