The company engaged us to assist with restructuring an existing model and building out additional functionality. The client was in the process of reaching out to prospective investors and needed an improved, investor ready model for presentation and internal reporting
Our first step was to understand the firm’s operating model and determine which components were vital in creating the new model. We then sketched out a schematic to guide our building process
The model was broken into three primary sections which streamlined the process of updating financial information. Final outputs included a DCF, Cap table, the three income statements, and various schedules (working capital, depreciation, headcount, etc.)
The new model provided the client with increased forecasting functionality and control over their financial projections. The client found the model a significant improvement over the original model and is better equipped to approach potential investors
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The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset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.
