A financial model should help you make decisions — pricing, hiring, fundraising, expansion — not just fill a slide. We build fully linked, audit-ready models that hold up under investor and lender diligence.
No obligation · 30-minute call · Response within 24 business hours
Spreadsheet errors and disconnected assumptions are one of the fastest ways to lose credibility with investors and lenders.
Models with broken links between the income statement, balance sheet and cash flow
Assumptions buried in formulas instead of a clean, auditable assumptions tab
No scenario or sensitivity analysis, leaving management blind to downside risk
Models that can't be updated or maintained internally once the consultant walks away
We build models the way institutional finance teams do — transparent, linked, and built to be interrogated.
Income statement, balance sheet and cash flow are dynamically linked and driven by a single, clean assumptions tab.
Base, upside and downside cases built in, so you can stress-test decisions before committing capital.
Models structured to support DCF, comparable and precedent transaction valuation approaches where relevant.
Clear documentation and a handover session so your internal team can maintain and update the model going forward.
We follow institutional modelling standards to ensure your model is both accurate and usable long after the engagement ends.
We define the model's purpose — fundraising, budgeting, valuation, or board reporting — and the level of granularity required.
We work with you to gather and validate revenue drivers, cost structure, working capital and capex assumptions.
Our team constructs the fully linked 3-statement model with a clean, documented assumptions layer.
We build base, upside and downside scenarios and run sensitivity analysis on the key value drivers.
We walk you through the model line by line, so you understand every driver and can defend it under questioning.
You receive the model, documentation, and a short support window for follow-up questions or adjustments.
A typical financial modelling mandate includes:
We build primarily in Excel and Google Sheets, using institutional modelling conventions (colour-coded inputs, clean formula structure) so your team can maintain the model without our involvement.
Yes. We regularly audit and rebuild existing models, preserving what works and correcting structural or logical errors.
Yes, where required we extend the model to support DCF or comparable-based valuation, typically as part of a Capital Raising or Fractional CFO engagement.
Straightforward models typically take 1–2 weeks; more complex multi-entity or multi-scenario models can take 3–4 weeks depending on data availability.
Yes — every model is delivered with documentation and a live walkthrough specifically so your internal team can update it independently.