Financial Modelling
Bespoke, assumption-driven financial models built for planning, investment evaluation, financing, expansion, valuation and strategic decision-making — transparent, auditable and structured to best-practice modelling standards.
- Timeline
- 2–5 weeks depending on complexity
- Investment
- From £6,000 for a focused model to £25,000+ for transaction-grade builds
- UK coverage
- London HQ + UK-wide remote
Who it's for
- CFOs and finance teams building budgets, forecasts and board packs
- Boards and leadership teams evaluating investment or expansion decisions
- Investors, lenders and sponsors assessing a transaction or project
- Businesses preparing financing, refinancing or restructuring cases
Outcomes you can expect
- Numbers that stand up to investor, lender and audit scrutiny
- Clear visibility of funding requirement, headroom and downside risk
- Faster, better-informed capital allocation decisions
- A model your finance team can maintain and extend
What you get
- Fully integrated three-statement financial model
- Driver-based revenue, cost and headcount build
- Scenario, sensitivity and break-even analysis
- Cash flow, funding requirement and covenant analysis
- Valuation outputs where required (DCF, multiples)
- Board-ready output dashboard and documented assumptions
Typical scope of work
A full financial modelling engagement typically includes the following workstreams. We tailor the scope to your stage, sector and round size during the discovery call.
- 01Review of existing models, actuals and management information
- 02Assumption workshops with commercial and finance leadership
- 03Three-statement integrated model build with error checks
- 04Project finance, expansion or acquisition modules where relevant
- 05Scenario, sensitivity and stress testing
- 06Valuation and returns analysis (IRR, NPV, payback, DSCR)
- 07Documentation, handover and optional ongoing model support
Our process
- 01
Scoping
Define decisions the model must support, granularity and outputs.
- 02
Structure
Model architecture, assumption framework and control checks.
- 03
Build
Iterative build with review sessions and validation against actuals.
- 04
Handover
Walkthrough, documentation and training so your team owns the model.
Sectors we work across
Why clients choose Platform01
- Models built by CFA, FMVA and ACCA-qualified practitioners
- Best-practice structure — transparent, flexible and auditable
- Commercial logic tested, not just formulas checked
- Built for the decision, not for decoration
UK coverage
London headquarters at 66 Paul Street, EC2A 4NA, with delivery for clients across Manchester, Birmingham, Leeds, Edinburgh, Glasgow, Bristol, Cardiff, Liverpool, Belfast, Cambridge and Oxford, and for international clients operating in the UK.
Financial Modelling — FAQs
Financial Modelling: pricing, timelines and methodology
6 questions clients most often ask before commissioning financial modelling.
General FAQs
Working with Platform01
How we engage, charge, sign NDAs and start with new clients.
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