Our process

A clear, repeatable path — so you always know what happens next.

  1. 1

    Scope

    We start with a short call or written brief: deal stage, model purpose, existing files, and deadline. You receive a scoped proposal with timeline and fee — typically within one business day.

  2. 2

    Build

    Our modelers develop the workbook with agreed structure and version control. We share drafts at milestones so your team can comment before lender or IC review.

  3. 3

    Review

    We run sensitivities and downside cases, reconcile to term sheet and technical inputs, and prepare an assumptions memo that answers the questions diligence teams ask first.

  4. 4

    Deliver

    You receive the final model, documentation, and optional support on calls with lenders or investors. For audits, we issue a findings memo and discuss remediation if needed.

Begin the process