Erin Forestner

Finance and Strategy Consultant

Building financial models to help you close funding

My experience spans VC-backed startups and Fortune 500 companies across industries such as Technology, Healthcare, Supply Chain & Logistics, Transportation/EV, and Consumer Discretionary.

Designed and built a 3-year cash flow forecast model and monthly reporting framework for the imminent IPO, investor relations, and executive decision-making.

Developed a 5-year cash flow model to evaluate pricing strategies, sales channel alternatives, and required investment during the company’s hardware-to-software solution pivot as they prepared for the next fund raise.

Designed and built the pre-deal 3-year financial model for an R&D-stage product spinout into a PE majority-owned joint venture with a leading semiconductor partner; reconstructed COGS and financials previously embedded within a larger subsidiary.

Built all the financial infrastructure for growing startup including a forecast showing cash and accrual P&Ls, a 5-year cash flow model to prepare for Series B fundraising, a pricing tool for the sales staff, incentive bonus plan model, and a rolling 12-month forecast for day-to-day management.

Redesigned the existing financial model to deliver more detailed forecasting that also drives real-time marketing spend optimization and enable rapid full-scale reforecasting during the critical open enrollment period.

Built a 3-year theoretical financial model to show potential paths and impacts of each.

Built forecast models for various smaller startups with capped scalability and lower investments requirements.

“Erin combines sharp financial insight with a supportive, founder-first mindset. She volunteered her time to deeply review a healthcare AI startup’s financial model, uncovered key gaps, and partnered with the founder to fix them.

The result was a stronger, more credible pitch—

and a very grateful founder.”

Tricia Remacle

Board Member, Citrine Angels