Insights
Writing on models, valuation and underwriting
Practitioner notes rather than commentary. Each piece is written from engagements, and each one ends somewhere useful.
How investors stress-test your financial model in due diligence
The eight things a diligence team does to your model in the first hour, and how to make sure none of them produce a surprise.
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DCF vs. comparables: which valuation method fits your stage
Why a DCF on a pre-revenue company is theatre, why comparables break at the top of a cycle, and how to weight both honestly.
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Real estate development pro forma: 7 errors that kill deals
Seven recurring modelling errors found in development underwriting, each of which has cost a sponsor a deal or a promote.
Read the article →Two ways to start
Book the call, or start with the checklist.
If you know what you need, book the scoping call. If you are still deciding, take the checklist investors effectively run your model against and see where it stands.
Book a 30-minute scoping call
Thirty minutes on what exists, what it needs to do, and who has to be convinced. A fixed-scope proposal follows within 48 hours.