As businesses submit financials to your firm, we will quality check the data and, if necessary, import it into Excel or a similar database program. We can transfer new data into an existing model or create a new model based on a preexisting template. We can also create output pages that summarize key metrics or specific line items from a balance sheet, cash flow statement, or income statement. These output pages can be easily transferred into presentations or similar formats. In addition, we can adapt to, or grow upon, existing financial models that you've developed internally.
To perform financial analysis, we will:
- Perform quality checks on financial data or a model before it is used in a presentation or deal book
- Update or improve existing financial models
- Design output pages that can be easily transferred to PowerPoint or other presentation formats