Your spreadsheet breaks when you change one number
Hidden errors and hard-coded cells mean nobody dares touch the model.
How we fix itWe rebuild or repair it with a clean structure, consistent formulas and built-in checks.
Finance Leadership
Financial modelling and forecasting for businesses and investors
Integrated, auditable models that answer the questions you, your board and your investors will ask.
One working dayTypical reply time to every enquiry
Fixed feesAgreed in writing before work begins
FCCA-ledSenior, qualified oversight on every engagement
ConfidentialStrict confidentiality, NDA on request
Sound familiar?
The problems we are usually asked to solve
A financial model is only useful if you can trust it. Most are fragile spreadsheets built under pressure, with hard-coded numbers and logic nobody remembers. We build models that are clear, flexible and robust enough to support a funding round, an acquisition or a difficult board conversation.
An investor has challenged your assumptions
They ask what happens if sales slip or costs rise, and you cannot answer quickly.
How we fix itWe add scenarios and sensitivities so you can show the impact on cash and returns live.
You do not know how much you need to raise
Raise too little and you are back in the market in a year. Raise too much and you dilute needlessly.
How we fix itWe model the funding requirement under realistic and downside cases and size the raise accordingly.
Budgets are set once and forgotten
The plan is out of date by February, so it guides nothing.
How we fix itWe build a living budget with monthly variance tracking and a reforecast routine.
What you get
- Integrated three-statement modelsProfit and loss, balance sheet and cash flow that always reconcile.
- Unit economics and cohort analysisCustomer acquisition cost, lifetime value, margins and payback, built from real data.
- Scenario and sensitivity analysisBase, upside and downside cases with the drivers clearly exposed.
- Cash flow forecastingThirteen-week and twelve-month views for liquidity management.
- Cap table and returns modellingDilution, option pools and investor returns across funding rounds.
- Model review and auditIndependent checking of existing models for errors and weak logic.
Best suited toFounders preparing to raise, boards approving budgets, acquirers appraising targets and businesses whose existing model has stopped being reliable.
The outcomeA model that stands up to challenge and gives you confidence in the numbers behind every big decision.
How it works
- DiagnoseWe review your numbers, systems and goals and agree where finance leadership adds most.
- PlanWe build the budget, model and reporting rhythm the business needs.
- EmbedWe run the cycle with your team, with regular board and management meetings.
- ScaleScope flexes up for a raise or deal and down when things are calm.
Questions we are often asked
What do you need from me to build a model?
Historic accounts, your current plan, key assumptions and a conversation about how the business really works. We then structure the model around your drivers.
Can you review a model someone else built?
Yes. We test the logic, trace errors, check outputs against source data and report on risks and fixes.
Will I be able to use the model afterwards?
Yes. We build models you own, with documentation and a walkthrough, so your team can maintain them.
Tell us what is on your mind. We will tell you honestly how we can help.
Send a short note. A senior member of the team replies by email, normally within one working day, and every first conversation is confidential.