Financial Modeling & Analytics
Financial models and analytics for better business decisions
We help businesses turn scattered numbers into clear models, dashboards, forecasts, and reporting systems that support planning, strategy, marketing, and operations.
What we build
Financial Forecasting Models
Revenue forecasts, expense models, cash flow planning, hiring plans, growth assumptions, and base-case/upside/downside scenarios.
Marketing Analytics Systems
Campaign reporting, content performance analysis, audience trends, conversion tracking, channel comparisons, and marketing ROI analysis.
Business Dashboards
KPI dashboards for revenue, costs, traffic, leads, conversion rates, retention, productivity, and operational performance.
Scenario Planning Tools
Sensitivity analysis, pricing scenarios, growth assumptions, cost changes, market shifts, and risk/opportunity comparisons.
Reporting & Data Workflows
Spreadsheet cleanup, recurring reports, dashboard structures, data organization, and monthly business review systems.
Questions
Types of questions we help answer
The best models start with clear business questions. We help teams organize the numbers behind decisions like:
- What happens if revenue grows slower than expected?
- Which marketing channels are producing the strongest results?
- How much can we spend before cash flow becomes tight?
- What pricing model creates the best balance between growth and profitability?
- Which content, campaigns, or products deserve more investment?
- What costs are rising the fastest?
- What assumptions matter most to the outcome?
- What does a conservative, base-case, and upside scenario look like?
How we work
Step 1
Understand the decision
We start with the business question, not the spreadsheet. The goal is to understand what decision the model or analysis needs to support.
Step 2
Organize the data
We collect, clean, and structure the relevant numbers from spreadsheets, reports, exports, analytics platforms, or internal systems.
Step 3
Build the model or dashboard
We create a practical model, dashboard, or reporting workflow that is easy to understand, update, and use.
Step 4
Turn findings into action
We summarize the key insights, risks, assumptions, and next steps so the analysis supports real execution.
Tools
Tools we work with
We work across practical business and analytics tools depending on the client’s needs, including spreadsheets, Google Sheets, Excel, Looker Studio, Google Analytics, YouTube Analytics, WordPress data, CRM exports, ad platform reports, Claude, ChatGPT, and other AI-assisted analysis tools.
AI can help speed up analysis, documentation, model building, and reporting workflows, but every useful model still depends on clear assumptions, clean data, and human judgment.
Fit
Who this is for
Raptor Associates is a fit for founders, small teams, content businesses, agencies, consultants, media brands, and growing companies that need clearer numbers but do not have a full internal analytics or finance team.
- You are making decisions from scattered spreadsheets.
- You need a clearer forecast before investing in growth.
- You want to understand which marketing channels are actually working.
- You need better monthly reporting but do not want overcomplicated dashboards.
- You want to test different scenarios before making a major decision.
- You need help turning raw data into a simple, useful business story.
Make better decisions with clearer numbers
A good model does not predict the future perfectly. It helps you understand the assumptions, risks, trade-offs, and opportunities behind the decision.
If your business needs help with financial modeling, dashboards, marketing analytics, or reporting workflows, Raptor Associates can help turn the numbers into a clearer plan.