Financial modelling

It is in our DNA and a core part of our value proposition to provide our retained clients with an investor grade financial model, however we can and do provide this as a standalone service

Financial or commercial models are a bedrock of the Realise journey methodology and we believe are fundamental to increasing the odds of your success. Quite simply they are a tool that improves the quality of all business decisions. Whether you are looking to raise finance, buy or sell a business, assess strategic options, or just business plan, you are going to need a model or forecast.

 

Our models help:

  • founders get ideas out of their heads to demonstrate commercial viability and stress testing your intuition

  • management teams to look before they leap, look round corners, and gain insight into the impact of their decisions

  • understand using assumptions how profits, cashflow, valuation and shareholder returns change

  • play out various commercial scenarios including helping assess whether shareholders should stay or leave their business

  • determine valuations to support all aspects of investment and pitching and underpin (S)EIS and all types of fund raising including CIBLs

  • capture the historical performance of the business, explaining patterns of growth

  • compare changes in unit economics, KPIs or other key metrics that underpin 3rd party valuations

Get in touch with us to see how we can help you realise your potential

There’s no commitment, pressure, or obligation.