An investment firm based in Canada was looking to upgrade their existing spreadsheets that they used for calculating key portfolio return metrics, as it was currently very manual intensive and had a high potential for human error. The firm approached Sapling to develop a streamlined tool to replace their existing one, which could be used for the next 10 years
We built an Excel-based tool for calculating key return metrics (IRR, MOIC, etc.), which took in various inputs such as investment dates, inflow dates, carry plan dates, and more, on a vintage year level, and generated a detailed set of reporting outputs, based around the clients existing tool
The Excel-based model had multiple macros built-in for systematically updating the dates within the tool, to avoid any potential errors stemming from manual updates
The tool was also built with a comprehensive error check table, which flagged any time an input was entered incorrectly, to allow the user to go back and make adjustments
A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...
A heavy civil construction contractor running operations across several entities asked Sapling to build a management model that delivers private equity-level, best-in-class budgeting and scenario planning. The goal was a 3-statement model and dashboard that builds up from the project pipeline, so the team could...
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