Ironspoke Capital was founded by Travis Sun, CFA in 2018 to offer financial modeling, analysis, and advisory to companies engaged in real estate development, mergers & acquisitions, and investments.

To date, he has worked on over $1.2 biilion in transactions for buy-side and sell-side clients across North America in real estate, data centers, healthcare, technology, and food & beverage.

Travis is also passionate on using computer programming to automate large-scale financial analysis that is physically impractical for humans. He first learned Python almost 20 years ago, and completed numerous courses on Artificial Intelligence and Big Data provided by Microsoft in 2016.

Since obtaining his Chartered Financial Analyst (CFA) charter, Travis is continuously exploring how to integrate programming with financial analysis using different Python libraries designed for statistical analysis, monte carlo simulations, artificial intelligence, technical analysis, backtesting, and portfolio management.

Book a preliminary 1-on-1 call with Travis to see how he can assist with your process:


Financial Modeling Services

  • Real Estate Development & Acquisition Model

  • Company and Asset Acquisition Model

  • 3-Statement Financial Model

  • JV & Waterfall Returns Model

  • Cash Flow Forecasting Model

  • Capital Project Model

  • Sensitivity & Scenario Analysis

  • Custom Models & Maintenance

Advisory Services

  • M&A Transaction Advisory

  • Capital Raising

  • Corporate Development Support

  • Debt and Dividend Recapitalizations

  • Capital Structure Advisory

  • Working Capital Management

  • Due Diligence Support

  • Market Research and Analysis


His [Ironspoke] team has consistently delivered on-schedule and on-budget. I look forward to continuing our working relationship into the future and would not hesitate to recommend Travis and his Ironspoke team.
— GEORGE B. ROGERS, SKYLINE DATA CENTER ADVISORS