Services

Our Unique Insights. 

 

We are uniquely able to help you with your various financial modelling needs. We have profiled more than 50 business sectors and helped 100+ clients in preparing their financial models, business plans, and/or pitch decks.  We likely know the best sector for business.  We can help you whether you are looking for:

​

1.  A review of your existing model.

2. A rebuild of an existing model that you would like to enhance.

3. A new build for a new business idea/model. 

​

The process we follow includes:

​

1. You complete the Financial Model intake form.  In this form we ask to know information such as:

• Business type (e.g. SAAS, E - commerce, Services, Market Place,  Financial Services, Agriculture).

• Stage of business (e.g. pre - revenue or revenue generating)

• Purpose of the modelling (e.g. investor pitch, internal planning, grant/loan application, business valuation)

• Features you want (e.g. charts and dashboard, monthly breakdown)

• Additional information (e.g. deadline, budget estimate). 

​

2. We undertake the review or build the model. We include/consider the following:

• Assumptions (reasonableness, applicable)

• Sector specific matters (e.g regulated business, product or inventory type, franchise)

• Key business drivers - revenue, cost structure, Capex/financing.  

• General soundness and reasonableness of the model

• Advanced thinking tips to consider/the future of the idea or the sector

• Risks and risk management tools

• Technology/software stack 

• Special Requirements/Requirements of the third party (e.g bank, grant provider)

​

3. We share the model and any additional documents and set up a review meeting.