Excel & Financial Modeling with AI

Who it is for

Anyone who lives in spreadsheets: analysts, owners, ops people, and beginners who want finance-grade models without the finance degree.

Level: Intermediate 20 pages, 15 steps Tested prompts Worked example inside

What you get out of it

Two ways this pays you back

Use it for yourself

Everyday spreadsheet relief

Cleanup, formulas explained, reports built from your real exports, in minutes instead of evenings.

At work, every day

Advanced modeling, on demand

The models analysts charge for, built in native Excel formulas you can audit:

DCF

full valuation model

2-way

sensitivity tables

13-wk

cash flow forecast

What's inside, part by part

The color code that makes it professional. Blue inputs, black formulas, green cross-sheet links, enforced in every prompt.

Everyday wins first. Clean messy exports, explain any formula, build reports from your real data.

The DCF. Free cash flows, WACC, terminal value, enterprise value, traced end to end.

Sensitivity analysis. One and two-variable data tables and base/bull/bear scenarios.

Waterfalls. Revenue-to-EBITDA bridges and distribution waterfalls with hurdles.

Cash flow models. The 13-week direct forecast and the 3-statement linked version.

The audit ritual. How AI silently gets formulas wrong, and the checks that catch it every time.

What you get

The full 20-page premium guide: 14 tested copy-paste prompts, the color-code standard, every advanced model with a worked example, and the audit checklist that keeps AI honest.

What you need

Excel (or Google Sheets) and ChatGPT or Claude. Your old models help, the guide shows you how to use them as references.

The tools it uses

ChatGPT in ExcelClaude CoworkYour old models

01The files are yours

A download you keep, not a login and not a subscription.

02The price is the price

Set by hand. No fake "usually $99," no countdown timers.

0314-day refund

If it does not work as described, email me within 14 days and I will refund it.

Vault weekly

One email a week. The best AI finds.

Every free guide comes with it, and it is where new systems land first. Join once, keep the free shelf forever.