Cap Table Modelling Advanced Features: Exit Analysis- September 29, 2022
Introduction Capitalization tables are a necessary component of the financing/investment process for both founders and investors. For founders and previous shareholders, cap tables identify the effect on ownership of new capital raised, for investors, cap tables show what they are getting for what they...
All Companies Benefit From Externally-Built Models- March 29, 2019
Many companies falsely believe that having a CFO, or a robust financial department, means that they shouldn’t look into an externally built model.
A Company’s Finance Department: 8 Key Functions- March 14, 2019
What does “Finance” do? While it may sound like a simple question, it’s actually a very legitimate one, because the answers will be wide-ranging across CFO's.
8 More Model Building No-Nos- February 29, 2016
A continuation of our "10 Model Building No-Nos". Here are eight additional no-no's when building a new financial model.
Beyond M&A: 4 Other Types of Financial Models- September 3, 2015
When most people think of financial modelling, I’d wager that M&A and valuations come to mind.
6 Ways to Cut Corners – Legitimately- June 8, 2014
Personal busy-ness at work gave me the chance to apply some of the insights I got into hewing to the high-level in consulting.
10 Model Building No-Nos- May 25, 2014
Having worked with a large variety of Excel-based models, in a number of different settings, I’ve seen a lot of practices that seriously undermine the usability of a model. Here are my top 10:
