Service
Financial Modelling & Documentation
Models, scenarios, business plans, information memoranda and funding readiness.
We build the models, scenarios and documentation that make a transaction credible — from business plans and forecasts to information memoranda and funding-readiness packs.
Who this is for
Companies and sponsors that need robust, lender- and investor-ready analysis and documentation.
What we deliver
- Integrated financial models and scenarios
- Business plans and forecast narratives
- Information memoranda and funding packs
- Funding-readiness review and gap analysis
Information we typically need
- Historic financials and current trading
- Operational and commercial assumptions
- Capital structure and funding objectives
- Any existing plans or models to build upon
How we work
- 01
Assess
Understand the business, the requirement and the realistic funding options.
- 02
Prepare
Build the information, analysis and documentation that counterparties require.
- 03
Structure
Shape a considered structure appropriate to the transaction and security.
- 04
Introduce
Approach suitable banks, funds, private lenders and investors.
- 05
Execute
Support negotiation, diligence and completion through to documentation.
Next step
Share the outline of your requirement. We'll assess it and advise on realistic, appropriate options.
Prefer to talk first?
+44 (0)20 3603 3260Related tools