Financial Model Builder

Claude for Financial Services

Financial Model Builder

Enter your company details and financial assumptions. Get a complete, internally consistent financial model — 3-statement, DCF, LBO, or comps — delivered as a downloadable Excel workbook in under a minute.

What the Agent Produces

Institutional-quality model structure, grounded in your inputs. Download as Excel, CSV, or Markdown.

3-Statement Model Linked Income Statement, Balance Sheet, and Cash Flow Statement — five-year view with two historical periods and three projected years. IFRS or US GAAP.
DCF Valuation Free cash flow projections, WACC-based discounting, terminal value (Gordon growth), enterprise-to-equity bridge, and sensitivity range.
LBO Model Entry price and debt structure, amortization schedule, EBITDA growth path, and exit returns — IRR and MOIC at 3, 5, and 7-year exit scenarios.
Comparable Companies Peer or transaction multiples table (EV/Revenue, EV/EBITDA, P/E) with implied valuation range for your company.
Model Summary Sheet One-page summary of company details, key assumptions, and headline valuation metrics — suitable for an IC or board cover page.
Excel Download Multi-sheet .xlsx workbook ready to open in Excel or Google Sheets. Also available as CSV (all sheets) and Markdown.

Financial Model Builder

Enter company details and financial assumptions. The agent builds a structured financial model — 3-statement, DCF, LBO, or comps — and delivers it as a ready-to-use Excel workbook.

Output is a draft model for qualified review. Not for distribution. Verify all projections before any investment, financing, or regulatory use.
Model Types *
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How It Works

The Financial Model Builder is ibizai's implementation of the Anthropic Claude for Financial Services Model Builder reference agent, adapted for IFRS-standard financials and SME / unlisted company modeling in Latin American and Caribbean markets — where full public data sets rarely exist.

You provide the company name, industry, latest financials, and key assumptions. The agent constructs internally consistent financial statements using Gemini 2.5 Flash at temperature 0.2, then the browser assembles the output into a multi-sheet Excel workbook via SheetJS — no server-side file generation, no data leaves the session. Missing inputs are flagged in the model narrative rather than silently fabricated.

Important: Output is a draft model for qualified financial professional review. All figures are AI-generated estimates based on your inputs. Verify internal consistency, assumptions, and all projections before any investment, financing, M&A, LP, or regulatory use. Nothing produced here constitutes financial, accounting, or legal advice.

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