FINANCIAL MODELLING

Stock Exchange

Financial Models for Equity Raise

Different financial models needed in different situations :
 

  • Financial Models for early-stage start-ups

  • Financial models for Growth Capital (Series-B onwards)

  • Financial Models for LBOs/ Acquisitions (Including consolidation projections

Financial Models for Debt

  • Project Funding with Banks

  • Trade Finance

  • Bonds Issue

Working Silhouettes

Financial Models Listed Securities

  • For Portfolio Management

  • Debt instruments (Yield/ YTM/ Simulations to interest rate changes)

  • Equity Research Models for traded securities (to arrive at Fair Value for Buy/Sell/Hold decisions)

Work Space

Financial Modelling
Our Approach

  • Visualize the financial impact of the ideas

  • Complexity turned into simplicity

  • Holistic approach

  • Enabling scenario and sensitivity analysis

  • User-friendly dashboard

  • Robust, accurate, flexible and practical

Our Financial Modelling service combines our strong modelling skills with in-depth sector knowledge, advanced excel skills and functional expertise in Corporate Finance, Strategy, Accounting and Tax.

Reviewing Financial Model

Review of Financial Models

  • Review of existing financial models for logic, mathematical accuracy

  • Ensuring Accounting Standards particularly in Depreciation calculations, Revenue recognition, Inventories, Tax etc., have been followed

  • Suggesting alternative means of representation and calculation

  • Update with new data

Financial Report

M&A Modelling

  • Analyzing strategic options

  • Deal evaluation

  • Scenario analysis

  • Deal Analysis

  • Multiple financing scenarios

  • Building synergies

  • Consolidated forecasting

planning & monitoring

  • Creating assumptions & models

  • Development of financial forecasts

SCENARIO
ANALYSIS

  • Acquirer Impacts

  • Consolidations

UPDATING & MANAGEMENT REPORTING

  • Ongoing updations

  • Reporting 

OUR DIFFERENTIATOR IN FINANCIAL MODELLING

Use of robust tools for critical appraisal

Progressive structure – updated every month/ quarter with new data

Models based on industry dynamics & industry drivers

Incorporating updated Accounting Standards & tax regulations for precise impact 

Easy to understand models

Models generated from hands-on industry experience

USE OF SIMPLE PRINCIPLES

FLEXIBLE

PRESENTABLE

MINIMAL USE OF MACROS

ELABORATED ASSUMPTIONS

DASHBOARD WITH KPIs

USE OF CONCISE FORMULA WITH EMBEDDED LOGIC

VALUATION

Financial Consultation

Enterprise Valuation

  • DCF valuation with detailed workings

  • Pre-revenue Start-up valuation (with different models)

  • Comparative Metrics & Various multiple methods

Businessmen
  • Discounted Cash Flow (DCF) Method

  • Cost Approach

  • Replacement Cost Method

  • Multiples Method (with the right comparatives with exact sub-segment of the sector)

  • Comparable with  precedent transactions

Business Meeting
  • A detailed descriptive report (in pdf)

  • Complete Financial Model (in Excel)

  • Detailed forecasting assumptions

  • Complete financial statements

  • Detailed Revenue modelling

  • Monthly/Quarterly/Yearly forecasts

  • DCF/ WACC parameters

  • Valuation Methodology adopted

  • Summary with football field analysis

  • Thrust on industry overview with sectoral dynamics 

Our Expertise with Valuation Methods

Our Deliverables Include

We specialize in valuing start-ups and mature companies both and use different valuation models. The real skill in preparing valuation models is making right & convincible assumptions.

SECTORAL EXPERTISE

REAL ESTATE

RENEWABLE ENERGY

SERVICES SECTOR

INFRASTRUCTURE/EPC

MANUFACTURING

CONSUMER GOODS

Tech Start-ups
(FinTech, EdTech, HealthTech, E-Commerce, SaaS & others)