Financial Model Build Process
Engaging our services is a relatively simple process and we can we working on your project in as little as 48 hours.
1. Get in touch with us
Call, email or send an enquiry using our contact form. We aim to reply the same day.
2. Initial meeting or call to understand the detailed requirements
After our initial conversation, we can either meet you at your office or arrange a time for a call to discuss your requirements. We are willing to sign an NDA prior to this meeting.
3. We will prepare a detailed proposal for our services
After our call or meeting, we will put together a detailed proposal based on the scope discussed in our initial meeting. This will include time frames and an estimated cost based on our current rates.
4. Agree proposal
Agree or update our proposal for any amendments.
5. Sign contract for services and NDA
Sign our contract for services and an NDA (if not already signed)
We can either work at your office, our office or a combination of both. The steps to building your model are:
1. Define the purpose and deliverables of model.
Establish the purpose and audience for the model. Agree structure, content and format of output reports.
2. Identify available inputs
Work together to identify available inputs and document the source, frequency and format of these.
3. Decide on structure and calculation methods
Work through the interaction between the source data and the agreed outputs (i.e. the drivers and levers). Decide on the best structure and create a prototype for evaluation.
4. Build and test model
Agree timeframes and responsibilities for the final build. Build model linking the inputs, calculations and outputs. Test the model with real world data if possible and complete documentation and handover.
Data security is our top priority. Our data is secured using AES 256-bit, (which is one of the strongest encryption protocols available) and two-factor authentication. Alternatively, we can be setup as a user on your system allowing you control of our access.
1. Post implementation
All our models come with post implementation support included in our proposal
2. Ongoing
We are available to make any updates to the model.
With our experience in developing complex financial models in Excel within a range of industries, our London financial modelling consultancy is a responsive and competitive solution to your financial modelling needs.
