Revenue Questions

• What are your revenue streams?

• How do you price your products?

• What drives customer growth?

Operations

• What are your key cost drivers?

• How many employees do you have?

• What's your operational structure?

Assets

• What equipment do you need?

• Do you own or lease property?

• What's your inventory model?

Modelling Purpose

• Are you seeking investment?

• Planning for growth scenarios?

• Need financial projections?

Build your financial model

Take our dynamic questionnaire so we can digest and analyze your business model to build you a comprehensive financial model within minutes. If you're short on time try our new AI integration to fast track the process allowing you to link your website or describe your business in your own words.

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Before We Begin

Understanding how our questionnaire works

Questionnaire Types

Dropdowns

These fields provide you options of the model customisation we currently have available, if this does not fit your business model then you have the option to enter in your own option, to do this simply type and hit enter when done. Some dropdowns will allow the selection of multiple options, which will be highlighted as green in the drop down.

Toggles

Toggles allow the selection of one of two options, these are critical to the model design.

No Yes

Free Text

These are for your assumptions and will highlight red if specific types or formatting is required.

Numerical values only

Questionnaire Design

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Determine the level of customisation you would like

We will provide you a pane with estimated completion times for each of the modelling module questionnaires, from here you are able to select either Custom which will require a number of questions to be answered or Generic which will skip the questionnaire and provide you a broad based section of the model which can be modified at a later time.

Base information

We will require some base information from you to start the process, from here you can make some initial determination on whether you want to input some initial assumptions or not.

Main Module Questionnaires

Based on your decisions in the next customisation pane you will then answer a detailed questionnaire on each. In each questionnaire more questions will be prompted depending on what you select. If you do not know the answer or do not have one please leave as blank and it will default for the time being before one of our specialists can work with you.

Model Build and Assumption loader

Following the completion of your questionnaire our proprietary system will construct your firm's financial model, this process usually will take 3 - 5 minutes, however depending on traffic could take longer so please just leave the loading webpage open as it loads. Following the backend build you will be able to preview the model before downloading it, we also have an assumptions engine which will work through another questionnaire or we can take your financial statements to work through and get your model ready to go.