Models investors can underwrite.
Ask any allocator what kills deals fastest and the answer is the spreadsheet. A model that breaks under sensitivity testing, hides assumptions, or disagrees with the deck ends conversations. A model an investor can underwrite keeps them.
What investor-grade means in a model
Not prettier tabs, but auditability.
- Assumptions isolated and sourced, one place to test them
- Full capital stack: debt terms, equity tranches, fees, promote
- Sensitivity tables on the variables that actually move returns
- Distribution waterfall matching the operating agreement exactly
- Return projections stated with basis: IRR, equity multiple, DSCR
Why templates fail diligence
Generic templates mismatch your waterfall, your fees, or your debt structure, and investor analysts find it in minutes. Every model here is built by chartered financial analyst support around your actual deal, then kept in lockstep with the PPM and deck.
Projections without promises
Serious materials project scenarios; they never guarantee outcomes. The discipline of showing base, downside, and upside cases reads as competence to institutional readers and protects you legally.
Scope of work
Straight answers.
The questions dealmakers ask about this before they book.
Whatever your deal actually supports, stated as scenarios with explicit assumptions. Models exist to be tested, not to impress; inflated projections fail diligence and create liability.
Chartered financial analyst support builds and reviews the models inside our engagements, matched to your deal rather than adapted from a template.
Flagship engagements include multiple financial proformas per month, enough to underwrite the live deal and iterate as terms move.
Here is how we structure it.
Entity, offering documents, CFA-built model, data room, then debt and equity introductions. Flat fee, no percentage of your raise. Map your deal on a strategy call.