FAQs
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It makes sense to provide the consultant with access to relevant financial statements. These are ideally in excel format, but they can also be in PDF format.
If the company is still just a business plan, a presentation, or a pitch, then please be ready to meet with your consultant to provide as much detail to align on the assumptions driving your business.
Our team consists of former investment bankers and hedge fund investment professionals. They are able to adapt to your situation and provide you custom tailored best in class support. -
A financial model offers a clear picture of your company’s current performance and future trajectory. More importantly, it highlights the key drivers of your business and helps identify areas where you should focus to manage risk and enhance financial outcomes. A well-constructed model signals to investors that the founders have a strong grasp of their business and a solid strategic vision. Additionally, the underlying assumptions and rationale within the model serve as essential components in determining the company’s valuation.
It also allows you to analyze complex scenarios simultaneously to drive toward the best outcome.
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