Our services
Zerba & Co provides finance-focused advisory, research, and analytical support for AI companies, investors, founders, and growing businesses. Our work combines financial expertise with structured analysis to help clients make better decisions, evaluate opportunities, and build reliable financial outputs.
We support clients across AI finance evaluation, financial modeling, investment research, due diligence, and business consulting. Whether you are training AI models, preparing for fundraising, reviewing an investment, or improving your financial decision-making process, our services are designed to deliver clear, practical, and decision-ready insights.
Finance Expert Retainer for AI Teams
We provide ongoing finance expertise to AI companies building or improving models for financial analysis, investment research, valuation, due diligence, and corporate finance workflows.
Our team supports AI startups with expert review, task design, financial reasoning evaluation, and model-output assessment. This helps ensure that AI systems not only generate fluent financial language but also produce accurate, structured, and reliable financial analysis.
Pre-Build Financial Expert Datasets
We provide pre-built financial expert datasets designed for training and evaluating AI models in financial modeling, equity research, valuation, and investment analysis.
Our datasets are structured to help AI systems understand real financial reasoning, not just financial terminology. They can include expert prompts, model answers, scoring rubrics, financial analysis tasks, and examples of common errors or hallucinations in finance-related outputs.
Outsourced Investment Analyst
We provide outsourced investment analyst support for investors, founders, search funds, family offices, and small investment teams that need high-quality financial analysis without hiring full-time.
Our work can include company analysis, equity research, financial modeling, investment memos, valuation support, market research, and due diligence preparation. We help clients screen opportunities, understand key risks, and make clearer investment decisions.
Investor-Ready Financial Model
We build investor-ready financial models that help founders, investors, and businesses understand performance, funding needs, valuation, and future scenarios.
Our models are designed to be clear, flexible, and decision-focused. They can include revenue forecasts, cost assumptions, cash flow projections, valuation, sensitivity analysis, funding requirements, and investor-ready charts. The goal is to create a model that supports fundraising, investment decisions, lending discussions, or internal planning.
Business and Finance Consultants
We support businesses, founders, and investors with practical finance and strategy consulting focused on decision-making, growth, and financial clarity.
Our consulting work can include financial planning, market analysis, operational review, funding strategy, pricing analysis, business model assessment, and performance improvement. We help clients turn complex financial and operational challenges into clear actions and structured solutions.
Due Diligence Lite Report
Our Due Diligence Lite Report helps investors, buyers, and founders identify key financial risks and opportunities before making important business or investment decisions.
We review financial performance, margins, working capital, assumptions, revenue quality, and potential red flags. The output is a clear and practical report that highlights the main issues, key questions, and areas requiring further investigation.
Frequently asked questions
What services does Zerba & Co provide?
Zerba & Co provides finance-focused advisory, research, and analytical support across financial modeling, valuation, due diligence, investment research, business consulting, and finance-specific AI training data.
We work with AI companies, investors, founders, search funds, family offices, and growing businesses that need clear, structured, and decision-ready financial analysis.
How can Zerba & Co help AI companies?
We help AI companies create, review, and evaluate finance-related training data and model outputs. This can include financial statement analysis, valuation tasks, DCF review, equity research questions, investment memo critique, credit analysis, and hallucination checks.
Our goal is to help AI systems produce financial analysis that is not only fluent but also accurate, structured, and reliable.
Who do you work with?
We work with international clients across several categories, including AI companies, startups, investors, search funds, family offices, founders, and businesses preparing for investment, fundraising, or strategic decisions.
Our services are especially useful for clients who need expert financial support but do not want to hire a full-time analyst or finance team.
What is a Finance Expert Retainer for AI Teams?
A Finance Expert Retainer gives AI teams ongoing access to finance expertise without hiring a full-time finance specialist.
We can support AI teams with financial reasoning evaluation, task creation, output review, scoring rubrics, dataset development, and quality checks for finance-related AI models.
Do you work with international clients?
Yes. Zerba & Co is based in Albania but works with international clients. Most of our services can be delivered remotely, including financial modeling, AI finance evaluation, investment research, due diligence support, and business analysis.
This allows us to support clients across different markets while keeping communication and deliverables clear, structured, and efficient.
What are pre-built financial expert datasets?
Pre-built financial expert datasets are structured datasets designed to help train or evaluate AI models on finance-related tasks.
They may include prompts, expert answers, scoring rubrics, financial reasoning examples, model evaluation tasks, and common error cases across areas such as financial modeling, valuation, equity research, and investment analysis.
How is Zerba & Co different from a general data annotation provider?
General data annotation providers may be good at labeling large volumes of data, but finance-related AI models need domain expertise.
Zerba & Co focuses on expert financial reasoning. We understand valuation, financial statements, investment analysis, due diligence, and financial modeling, which allows us to create and evaluate financial outputs with more depth and accuracy.
Can you support financial modeling projects?
Yes. We build and review financial models for fundraising, investment analysis, acquisitions, internal planning, lending discussions, and strategic decision-making.
Our models can include revenue forecasts, cost assumptions, cash flow projections, valuation, sensitivity analysis, funding requirements, and investor-ready outputs.
How long does a typical project take?
Timelines depend on the scope and complexity of the project. Smaller reviews or focused reports may take a few days, while more detailed financial models, due diligence projects, or dataset development work may take longer.
Before starting, we agree on a clear timeline and delivery schedule.
How much do your services cost?
Pricing depends on the scope, complexity, timeline, and level of support required. We can work on fixed-fee projects, pilot projects, or monthly retainers.
After understanding the project, we provide a clear quote so the client knows the expected cost before work begins.