Investor decks & executive summaries
The deck, the one-pager and the Q&A pack — one narrative, backed by the model.
Financial models
A model is a decision tool before it is a document. Ours are built to be audited by a stranger and driven by an owner.
Method
How the work is done.
Three-statement, monthly, driver-based. Built so an analyst can follow it without ringing you.
- 01
Drivers first
Revenue is built from the things you actually manage — units, sites, headcount, conversion — not a growth percentage applied to last year.
- 02
Three statements, monthly
P&L, balance sheet and cash flow, tied every period. Working capital, debt schedules and tax modelled properly rather than plugged.
- 03
Conventions an analyst expects
Inputs in blue, cross-sheet links in green, no hardcodes inside formulas, a balance check on every schedule.
- 04
Scenarios that flex
Base, upside and downside driven from a single switch, with sensitivities on the assumptions that actually move the answer.
Output
What lands on your desk.
- Excel workbook, monthly, three statements
- Assumptions page documented in plain English
- Scenario switch and sensitivity tables
- Board-ready summary dashboard
- Recorded walkthrough for handover
Standard
What it is held to.
- Zero hardcoded plugs
- Balance sheet check on every schedule
- Every input traceable to a source
- Runs without the person who built it
Where it appears
Engagements that include this.
Flagship project · 30 days
Investor Ready in 30 Days
Model, valuation, investor deck and data room — all of it, in 30 days.
Project · 2–6 weeksThe Operating Model
A clean, owner-friendly three-statement model you can drive yourself. Three tiers by complexity.
Ongoing · Monthly retainerThe Embedded Finance Department
Bookkeeping, close, reporting and CFO judgment under one monthly fee.
Also part of the eight
Related capabilities.
Valuation & returns analysis
DCF, LBO, comparables and returns waterfalls, built the way the other side builds them.
Data rooms & diligence readiness
Structured, indexed, complete before the first request list lands.
13-week cash flow forecasting
The single most useful tool in a small business. Updated weekly, owner-friendly.
Next step
Thirty minutes. No pitch. Your situation, and what we would do about it.
If we are a fit, we will say so. If we are not, you will hear that too, and where to look instead. Either way you leave with a clearer picture of what good finance looks like for your business.