Controlled inputs
Separate operating, pricing, cost, funding and scenario assumptions from calculations and outputs.
FP&A models
Make assumptions visible.
Test the decision.
Driver-based budgets, forecasts and scenario models that connect operating choices to cash, funding, valuation and returns.
Model engagement
Built for planning,
not just calculation.
The model is structured so finance and leadership can see which assumptions drive the result, test alternatives and trace an executive output back to its logic.
Connected forecast
Link drivers to the income statement, working capital, cash flow, funding and cost phasing.
Decision outputs
Present valuation, payback, IRR and sensitivity in a concise executive view with supporting schedules.
Model walkthrough
See the complete model story.
The portfolio walkthrough follows controlled assumptions through cost phasing, financial statements, cash and funding, DCF valuation, payback, IRR and sensitivity analysis.
- Scenario and assumption inputs
- Income statement, FCFF and funding logic
- DCF, valuation and return sensitivities
- Executive project dashboard
Typical starting point
Bring the plan,
drivers and scenario questions.
A useful first review includes historical financials, the planning horizon, current assumptions, available operating drivers and the decisions the model needs to test.
01
Define
Agree the planning question, time horizon, outputs and level of detail.
02
Structure
Map assumptions, drivers, calculations, checks and model ownership.
03
Test
Review the base case, alternatives, sensitivities and reconciliation controls.
04
Handover
Document inputs and logic, then prepare the model for repeat use.
Start a conversation
Planning a budget,
forecast or investment case?
Share the decision, planning horizon, available financials and assumptions you need to test.