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Financial Modelling

Financial models built for lenders, investors and transaction execution.

This service delivers transaction grade financial models aligned to bank, NBFC and investor requirements, supporting credit assessment, fundraising, valuation and transaction decisions.

Why Financial Modelling Matters

Funding and transaction processes fail when financial projections do not align with lender formats, credit assessment expectations or investor evaluation standards.

Lender and investor aligned financial modelling ensures projections are credible, structured and defensible during credit appraisal, investment evaluation and due diligence.

What is included

Lender and transaction aligned financial models

Financial models are structured based on the funding route, including banks, NBFCs, private credit and investors.

CMA data and bank format projections

CMA data and lender specific formats are prepared for bank and institutional debt funding.

Project tenure based projections

Projected financial statements are prepared for three or five year or more horizons based on lender and transaction expectations.

Equity and investor ready models

Integrated models are prepared for equity and structured capital discussions with scenario and return analysis.

Scenario and sensitivity analysis

Base, upside and downside scenarios are built to support credit assessment and investment decisions.

How it gets delivered

Business and funding requirement review

Business and funding requirement review

Business model, funding objective and lender or investor expectations are reviewed.
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Model structure and format design

Model structure and format design

The financial modelling structure is defined in line with bank, lender or investor formats.
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Model development and validation

Model development and validation

Projections are built and internally validated for consistency and accuracy.
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Management review and finalisation

Management review and finalisation

Assumptions and outputs are aligned with leadership prior to submission.
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What you walk away with

Step 01

Funding-ready financial model

A model accepted by lenders, investors and transaction counterparties.

Step 02

CMA and credit appraisal data

Bank ready CMA and supporting schedules.

Step 03

Clear funding and cash flow visibility

Quantified capital needs, repayment capacity and cash flow projections.

Step 04

Scenario based decision support

Visibility on downside risk and funding sustainability.

Frequently Asked Questions (FAQs)

 Yes. CMA data and lender formats are prepared for bank and institutional funding.

Yes. Models are structured to meet NBFC and private lender evaluation requirements.

 Yes. Investor ready models are prepared where equity or structured capital is being raised.

 Most engagements are completed within five to ten working days, depending on complexity.

Contact Us

Ready to take control of your financial future? Our team of seasoned experts is here to guide you every step of the way. Fill out the form below to get in touch with us today!

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