Businesses appraising investment
Companies weighing a significant capital or hiring decision.
Growth & Strategic Finance
Financial Modelling
Scenario analysis and financial models for growth, investment, pricing and funding decisions.
Overview
How we help with Financial Modelling
A financial model is a way of asking "what happens if" and getting a specific answer. Its value is in the assumptions being visible and changeable.
We build integrated three-statement models (profit and loss, balance sheet and cash flow linked together) driven by clearly separated assumptions. That structure means changing a price, a conversion rate or a hiring date flows through to cash without anything being re-keyed.
Scenario and sensitivity analysis shows which assumptions the outcome is genuinely sensitive to, which is usually a shorter list than expected and worth knowing before you commit capital.
What's included
Everything covered in this service
This service builds a linked calculation tool for a defined decision and makes assumptions and sensitivities explicit. It is not the same as routinely updating an operating forecast. Use budgeting and forecasting for the recurring plan, startup financial planning for early-stage runway and unit economics, or funding support when the primary objective is finance readiness.
- Integrated profit and loss, balance sheet and cash flow model
- Clearly separated and documented assumptions
- Scenario analysis: base, upside and downside
- Sensitivity analysis on the key drivers
- Investment appraisal, payback and return analysis
- Model handover with training so you can run it yourself
Who it's for
Built around how you actually operate
Companies raising finance
Businesses needing a model that survives investor or lender scrutiny.
Businesses testing pricing
Companies modelling the effect of a price or mix change.
FAQs
Financial Modelling: common questions
Do we get the model itself?
Yes. You get the working file with the assumptions unlocked, plus a handover session so your team can run scenarios without coming back to us each time.
How detailed should a model be?
Detailed enough to capture the drivers that matter and no further. Over-built models are hard to maintain and give false confidence in the precision of the output.
What information is needed to build a financial model?
The inputs depend on the decision, but usually include operating drivers, pricing or volume assumptions, cost behaviour, funding terms, tax assumptions and reliable historic data where available.
How is a financial model different from a routine forecast?
A routine forecast updates the expected outcome for an operating period. A model is designed to test how linked assumptions and scenarios affect profit, cash, funding and other decision measures.
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Let's talk about Financial Modelling
Tell us the decision to be tested, the users of the model, required outputs and available source data. We will agree the drivers, scenario range, time horizon and handover.
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