We primarily support clients who need financial models for their business—whether in SaaS, real estate, fintech, or other industries. These models typically include revenue and expense forecasting, cash flow projections, and runway analysis to help businesses plan for growth. We also assist with creating pitch decks for fundraising, preparing CIMs for M&A transactions, and providing support with budgeting, forecasting, and variance analysis. Our work often includes preparing board presentations, KPI reports, LTV-to-CAC analyses, and other ad-hoc financial assessments, such as buy vs. build evaluations for technology infrastructure. Additionally, we offer QuickBooks bookkeeping services to help keep financial records organized and up to date.

On average, most requests are completed in just two days or less. However, more complex requests can take longer.

Subscribe to a plan and we'll quickly add you to your very own Trello board. This process usually takes about an hour to complete from the time you subscribe. Once you accept the invite to Trello, you're ready to rock. Further instructions on how to use the Trello board to request designs can be found on the board itself.

BaseCase is two-man agency, ran by Julian and Valentin, the founders. Based on the workload and the customer needs, we often employ other financial analysts that provide support to our operations. However, you'll always have either Valentin or Julian on the project to guarantee you have the best experience possible.

Once subscribed, you're able to add as many requests to your queue as you'd like, and they will be delivered one by one.

We understand you may not have enough work to fill up entire month. Perhaps you only have one or two requests at the moment. That's where pausing your subscription comes in handy. Billing cycles are based on 31 day period. Let's say you sign up and use the service for 21 days, and then decide to pause your subscription. This means that the billing cycle will be paused and you'll have 10 days of service remaining to be used anytime in the future.

Larger requests are broken down on BaseCase's end. This applies to full-blown financial models, CIMs, Investor Pitch Decks, etc. You should expect to receive a reasonable amount of work every 24-48 hours until the entire request is done.

Most requests are completed using Microsoft Excel, Google Sheets, Power Point, and PDFs.

Finance is a universal language—at the end of the day, it all comes down to cash flow and discount rates. But we also know that industry know-how makes all the difference. That’s why we’ve worked across startups, fintech, real estate, e-commerce, and SaaS, giving us the experience to tackle a wide range of financial challenges. And if your industry calls for an extra layer of expertise, we’ve got a solid network of financial pros we can bring in to make sure you get the best insights. No fluff, no guesswork—just smart, tailored financial guidance.

BaseCase offers a ton of flexibility in how you request designs using Trello. Some common ways clients request designs is directly via Trello, sharing Google sheets or excels, or even recording a brief Loom video (for those who prefer not to write their briefs out). Basically, if it can be linked to or shared in Trello, it's fair game.

No worries! We'll continue to revise the work until you're 100% satisfied.

Yes, there are. BaseCase focuses on business and investment financial analysis, so we don’t handle personal finance services like tax planning, retirement accounts, financial planning, or trading. If you’re unsure whether your request fits within our scope, just ask—we’re happy to clarify!

That's fine. You can pause your subscription when finished and return when you have additional financial analysis needs. There's no need to let the remainder of your subscription go to waste.

Due to the high quality nature of the work, there will be no refunds issued past the first week of service. However, no refunds will be issued for completed work.

For sure. Whether you need BaseCase for a month or a year, the choice is yours. Just feel free to come back when you have additional design needs.