Complex Excel Modeling

Institutional-grade financial models, from LBO and merger to project finance and LP/GP waterfalls, built to be flexible and auditable.

Services

Services Covered

Complex Excel modelling

What We Do

Complex Excel Modeling

Our modeling team builds and maintains sophisticated financial models across transaction types, asset classes, and use cases. We work within your existing templates or build from scratch, always with clear structure, full auditability, and flexibility to accommodate evolving assumptions.

Our waterfall and distribution models are a particular area of depth, built to reflect the full complexity of LP/GP economics, including tiered promote structures, preferred return mechanics, and catch-up provisions that vary meaningfully across fund documents and deal structures. Where client compliance permits, optional AI-assisted data population and scenario testing is available as an efficiency layer.

Who We Serve

Best suited for

01

Investment teams that need a deal model built fast and correctly, whether an LBO, a merger, or a project finance case.

02

Fund managers and GPs who need waterfall and distribution models that reflect their actual fund economics, not a generic template.

03

Firms carrying complex or multi-asset portfolios that need a flexible, auditable model they can sensitize at scale.

Why It Matters

A financial model is only as good as its structure, and a fragile or opaque model becomes a liability the moment assumptions change or someone new has to use it. Our team builds models that are transparent, auditable, and flexible by design, so the numbers hold up under scrutiny and stay usable long after the first deal, giving you institutional-grade modeling capacity on demand without adding a full-time modeler.

Sub-Services

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Ad-hoc projects, recurring retainers, or fully embedded teams, we configure the engagement around your workflow.