What this engagement actually is
Bespoke, institutional-quality three-statement financial models in Excel and Python, built from first principles to bear external scrutiny.
A senior practitioner sits with the client, maps the commercial logic of the business or asset, and codes a clean integrated model from scratch. The work is not template assembly: assumption schedules are constructed for the specific commercial question, the three statements are wired by hand, and scenarios are layered so that the model can be interrogated rather than merely read.
Days are spent structuring assumption schedules, building P&L, balance sheet and cash flow mechanics, wiring scenarios, stress-testing, peer review, and producing an output pack a board or lender can read. Where the dataset, refresh cadence or forecasting technique calls for it, parts of the model are implemented in Python alongside the Excel deliverable. The objective is a model that the decision-maker, and the parties reviewing the decision after the fact, can follow line by line.
What you get
Six concrete deliverables. Each is an artefact on a shared drive, not a promise.
- Integrated three-statement model (P&L, balance sheet, cash flow) built from first principles with clean assumption schedules.
- Scenario and sensitivity toggle layer with base, upside and downside cases driven from a single input panel.
- Dynamic dashboards summarising KPIs, returns metrics and covenant headroom for board and investor presentation.
- Python-based forecasting module for large datasets, automated refresh, or machine-learning-enhanced projections where appropriate.
- Model audit and remediation report for inherited third-party models, with issue log and corrected version.
- Documentation pack: assumptions register, source map, change log and user guide enabling third-party audit.
How long, how priced
Engagements are priced on a fixed-fee basis once the scope is settled, with a written scope of work confirming the assumption taxonomy, the output pack, the review checkpoints and the post-delivery query window. Typical builds run between six and ten weeks; audit and remediation engagements on inherited models are shorter.
A senior practitioner is engaged on every model from scoping through delivery. Where the engagement calls for more than one resource (parallel build, large dataset cleansing, dashboard development), the team is scaled, but the senior layer is not delegated. We do not quote day rates without scope; we do not bill against an open meter.
Best for
Three sectors where this service typically comes first.
Real Estate and Development
Scheme-level appraisals and fund-level modelling within the same client relationship.
Financial Services and Investment
Independent fund models and portfolio analytics for institutional teams.
Technology and Innovation
Cohort, unit-economics and capital-efficiency models that withstand institutional questioning.
A typical engagement
Three phases. Senior practitioner involvement at every stage.
Discover (week 1 to 2)
Structured scoping with the stakeholders who will use the model: the decision audience is identified, the outputs are defined, and the assumption taxonomy is agreed before any cells are written. Source data is gathered, a written scope of work is issued, and the data request is sequenced so that build is not held up by missing inputs. The output of this phase is a document; it is not a draft model.
Design (week 2 to 5)
Assumption schedules are built first, with each schedule traceable to a source. P&L, balance sheet and cash flow mechanics are coded by hand, scenarios are layered, and an internal review pass is run before the client sees anything. At the midpoint the client receives a draft walkthrough so that direction can be confirmed and assumptions challenged while the build is still pliable, not after handover.
Deliver (week 5 to 8)
A senior review pass is run against the completed model, sensitivities are stressed, and the dashboard layer is built for the decision audience. A written walkthrough document accompanies the file; a handover session is held with the people who will operate the model after we leave. A defined period of post-delivery query support is included, so that questions raised in board, lender or investor review can be addressed without renegotiation.
When the question is bigger than the numbers
GIVE Consultancy, one call away
GIVE Analytics is one of three firms in the GIVE Network. The non-financial dimensions of most engagements (legal structuring, market research, communications, people, regulatory positioning) are addressed by GIVE Consultancy Limited, a separate firm operating under the same standards. The GIVE Foundation, the charitable entity through which both firms donate ten per cent of annual profits, is held separately again. The network exists because consequential decisions rarely have a single dimension; clients tell us they value being able to draw on adjacent capability without renegotiating confidentiality. We do not cross-refer unless the client asks us to.
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Confidentiality
Clients engage us on the understanding that the engagement is not described publicly without their consent. Where this page refers to past work, the description is by sector, the analytical question and the deliverable. Names, deal sizes and counterparties are withheld as a matter of standing policy. References are available to serious enquirers at the appropriate point in a conversation, with the consent of the referee.
Discuss a Financial Modelling and Forecasting engagement
A 30-minute introductory call, in confidence. We will tell you if this service is not the right starting point.