Contributor Onboarding Guide

Financial Modeling Project – TechNatives

Welcome
Thank you for joining the TechNatives contributor network. You are part of a team of finance professionals helping train AI systems to reason about valuation, markets, and company performance with the depth and rigor of human analysts.
This guide outlines what you need to begin, from selecting a company to submitting your completed models for review and payment.

1. Objective

You will create or adapt commercial-grade financial models that demonstrate professional valuation reasoning and structure. Each model represents how an analyst would approach an investment or corporate valuation problem, complete, formula-driven, and logically organized.

Models should:

  • Use recognized valuation methods (DCF, Comps, APV, IRR/MOIC, Multiples).
  • Contain dynamic, linked statements and clearly sourced assumptions.
  • Includes only public market data.
  • Reflect buy-side/sell-side or corporate finance–grade quality.

2. Sign Independent Contractor Agreement

Before you begin working, sign the Independent Contractor Agreement

3. Workflow Overview

Step 1 – Select a Company

Choose a publicly listed company to model. (NYSE, NASDAQ, LSE, TSX, Bovespa or similar major exchange). You can find different lists here

To avoid duplicates, send your selected company to Candela Mosse (hello@technatives.co) for approval before you begin.

Step 2 – Choose complexity tier

You can decide how extensive each model will be. Each submission is evaluated and compensated based on its complexity tier, which reflects the depth of analysis, number of methods used, and model size.

Here’s a general guide to help you choose:

Tier 1
Inputs & Data Sources

Built using only public company materials: 10-K/10-Q, investor presentations, basic market data. Suitable for high-level forecasting and valuation.

Cells with data

Over 2,000

Valuation Methods

1-2

Payout

$300

Tier 2
Inputs & Data Sources

Includes all Tier 1 inputs. Adds insights from earnings calls, analyst commentary, industry perspectives. More refined drivers and assumptions.

Cells with data

Over 6,000

Valuation Methods

2-3

Payout

$600

Tier 3
Inputs & Data Sources

Includes everything from Tier 2. Adds deeper industry research, market datasets, and anonymized expert-call insights. Requires more detailed schedules and supporting logic

Cells with data

Over 12,000

Valuation Methods

3+

Payout

$900

Tier 4
Inputs & Data Sources

Full deep-dive models combining several research sources. Includes more complex operating cases, scenario logic, or cohort-level detail. Reflective of buy-side/sell-side diligence depth. No confidential or proprietary data allowed.

Cells with data

Over 12,000

Valuation Methods

3+

Payout

$1.300

Tier 1
Inputs & Data Sources
Cells with data
Valuation Methods
Payout
Tier 1

Built using only public company materials: 10-K/10-Q, investor presentations, basic market data. Suitable for high-level forecasting and valuation.

Over 2,000

1-2

$300

Tier 2

Includes all Tier 1 inputs. Adds insights from earnings calls, analyst commentary, industry perspectives. More refined drivers and assumptions

Over 6,000

2-3

$600

Tier 3

Includes everything from Tier 2. Adds deeper industry research, market datasets, and anonymized expert-call insights. Requires more detailed schedules and supporting logic

Over 12,000

3+

$900

Tier 4

Includes everything from Tier 2. Adds deeper industry research, market datasets, and anonymized expert-call insights. Requires more detailed schedules and supporting logic

Over 12,000

3+

$1,300

How to Choose the Right Tier

Pick the tier that reflects the depth of research you plan to use. Complexity is based on inputs, not file length.

Step 3 – Build or Adapt the Model

You can either:

  • Build a new model from scratch, or
  • Adapt an existing model you’ve created previously, as long as it contains no confidential or proprietary information.

All models should meet buy-side/sell-side or corporate finance–grade standards, the kind that could realistically support an investment decision.

Models must include:

  • Integrated financial statements (Income, Balance Sheet, Cash Flow)
  • Standard valuation methods such as DCF, Comps, APV, IRR/MOIC, or Multiple
  • Clearly labeled assumptions, sources, and calculations
  • Clean formatting with consistent units and linked formulas (no hard-coded values in key areas)
  • Content must be in English

Models must not include:

  • Integrated financial statements (Income, Balance Sheet, Cash Flow)
  • Standard valuation methods such as DCF, Comps, APV, IRR/MOIC, or Multiples
  • Clearly labeled assumptions, sources, and calculations
  • Clean formatting with consistent units and linked formulas (no hard-coded values in key areas)
  • Content must be in English

Models must not include:

  • Hidden tabs
  • Links to external data sources
  • Comments/notes in cells
  • Macros

What to Avoid

❌ Personal Data (PII)

Do not include:

  • Names, emails, phone numbers
  • Employer names or identifiers
  • LinkedIn profiles

Proprietary Formulas or Linked Data

Your Excel file must be stand-alone. Please convert to static values:

  • Bloomberg formulas
  • Capital IQ formulas
  • FactSet or Refinitiv formulas
  • Any API-linked functions or plugin-based calculations
  • Any hidden external references

Formula Errors or Broken Structure

  • #REF!, #VALUE!, #DIV/0!
  • Broken links or missing dependencies
  • Hidden sheets containing errors
  • Macros or VBA (not allowed)

❌ Non-English Content

All labels, notes, assumptions, and comments must be in English.

Step 4 – Save and Name Your File and Upload to your Submission Folder

Save your Excel file in your Submission folder using the following format:

Company_Tier_ContributorID.xlsx
For example: Ford_Tier1_LH-123.xlsx

You can upload as many models as you’d like, but each must be complete and meet the quality standards outlined here.

Recommended checklist before submission:

  • ✅ File name follows the required format
  • ✅ Key calculations are fully formula-based
  • ✅ Inputs, assumptions, and outputs are clearly linked
  • ✅ Workbook opens cleanly (no broken links or macros)
  • ✅ No confidential or proprietary content is included
  • ✅ All content is written in English
Step 5 – QA Review and Feedback

Once uploaded, our QA team will review your model for:

  • Structure and formula integrity
  • Compliance with formatting guidelines
  • Once approved we’ll let you know and move them to the Approved folder. We’ll also share the final pricing for each.

You’ll receive feedback if revisions are needed.After approval, your submission is added to the final dataset and queued for payment.

Step 6 – Payment

Payments are made within 30 business days of model approval.
Before processing payment we’ll ask you to sign a release form. We process payments via PayPal, Wise, AirTM, or bank transfer (or similar option based on your location and preference).

When submitting your model, please indicate by email your preferred payment method. If no payment method is specified at submission, payment processing may be delayed.

4. Communication

For any questions or clarifications:
Candela Mosse: hello@technatives.co / Linkedin

Use clear subject lines such as:

  • “Model Submission – [Your Name or Contributor ID]” when submitting a new file
  • “Model Question – [Your Name or Contributor ID]” for technical or scope questions

Thank you for contributing your expertise to this project. Your work will help improve how AI understands valuation, markets, and financial reasoning, enhancing tools used every day by analysts, operators, and decision-makers.

TechNatives Project Team