A company growing rapidly through the combination of organic growth and acquisitions engaged Sapling to develop a financial model that could be used to show to potential investors, as well as evaluate requirements needed to finance new acquisitions
We built a financial model that detailed the three distinct business lines operated by the client, as well as numerous planned acquisitions being undertaken
Due to the nature of the business lines, the model was built with an identified and unidentified split of revenues, costs, and expenses, in order to separate the projected revenue from confirmed projects and anticipated ones
The rapid growth of the business also required the model to have the ability to automatically adjust the projected staffing needs based on anticipated utilization rates of billable staff
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
