Product · For business · One-off service
A financial model, forecasts and a presentation pack for a bank loan or an investor.
We prepare what a bank or investor will want to see: a financial model, forecasts and a presentation. You go into the meeting with numbers that stand up to questions.
01 Deal Day
02 Deal Day
03 Deal Day
01
You tell us about the deal: amount, purpose, bank or investor.
02
You send financial reports and exports from your accounting system.
03
Your CFO builds the model and tests it against different scenarios.
04
You get the model, forecasts and presentation, and prepare for the meeting.
04 Deal Day
No. The bank or investor decides. We prepare a pack that shows the company and its capacity honestly.
No. We take no commissions from banks or investors. Only you pay us.
Send a request: we will clarify the task and tell you the price.
One-off service
One day on your company’s numbers: cash flow, margins, costs, risks and a prioritised action list.
Ongoing service
A CFO for a set number of days per week or month: reporting, budgets, cash management, bank relations.