All business concepts have a financial fingerprint that is displayed through a set of integrated financials. Without reliable financials, it is very difficult to properly design a new business offering or communicate it to peers, partners, and potential investors. Despite how critical financials are, they are often difficult to reliably produce for many entrepreneurs or innovators because they require special modeling skills combined with an understanding of financial projections. In addition, they often require industry knowledge to accurately inform underlying assumptions.
We Can Help
We develop dynamic financial models that help project the financial potential and risk associated with new business. Our models include custom monthly and annual integrated cash flow and balance sheets as well as a comprehensive review of the underlying assumptions in the model. Our models are informed and collaboratively designed with industry experts to validate all underlying assumptions.
We develop all our models using industry-leading financial modeling software, Quantrix, and deliver them to the client in excel. We have found that Quantrix allows us to develop models quicker and with more accuracy and reliability than excel. See the video on this page for more background on Quantrix.
Our models also include full risk assessment using Monte Carlo simulation. Monte Carlo simulation furnishes the decision-maker with a range of possible outcomes and the probabilities they will occur for any choice of action. It shows the extreme possibilities—the outcomes of going for broke and for the most conservative decision—along with all possible consequences for middle-of-the-road decisions.
We Model in Quantrix
Benefits of our Financial Models
Model Assumptions Developed with Industry Expertise
More Accurate and Reliable because they are developed in Quantrix
Stress tested using Monte Carlo simulation
Assumption based integrated models you can adjust as needed
Can be delivered in Excel or as a Dynamic Dashboard
Based on over 15 years of experience and hundreds of models