Advanced Modeling

At Elm Innovation Advisors, modeling isn’t an afterthought, it’s a core capability. For early-stage and innovation-driven companies, the path forward often hinges on complex variables: new markets, uncertain timelines, evolving cost structures, and asymmetric risks. We bring structure to that complexity by designing models that are flexible, transparent, and built to inform real decisions.

Our models are built in Excel and grounded in the business logic of each client. They are designed for use, not just for presentation. We work across industries where the stakes are high and the variables are dynamic, including life sciences, healthcare services, technology, and other IP-based businesses.

Our modeling capabilities include:

• Financial Models – integrated P&L, balance sheet, and cash flow models; fundraising and runway planning; unit economics and margin forecasting

• Valuation Models – DCFs, precedent transactions, public comps, and hybrid frameworks tailored to early-stage and high-IP assets

• Scenario and Sensitivity Models – dynamic tools that help clients explore trade-offs across pricing, adoption, cost structure, and capital strategy

• Market and Revenue Models – TAM sizing, segmentation, adoption curves, pricing tiers, and go-to-market implications

• Operational Models – workforce planning, cost allocation, capacity modeling, and unit economics for scaling operations

We don’t believe in black-box spreadsheets. Our models are clear, auditable, and tailored for collaboration with boards, investors, bankers, and legal advisors.