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Financial Planning, Analysis & Modelling for Startups to SMEs 

SERVICES

Financial Solutions for You

Financial Modelling

We specialize in constructing comprehensive financial models tailored to support investment decisions, valuations, budgeting, and capitalization tables. Our models provide a solid foundation for strategic planning and informed decision-making, ensuring clarity and precision in your financial projections.

Analysis & Reporting

Our analysis and reporting services encompass detailed assessments of burn rates, runway projections, unit economics, and the preparation of insightful reporting packages, including board reporting packs. We deliver actionable insights that inform decision-making and help you determine the best path forward.

Training

We offer specialized training programs designed to enhance proficiency in Excel and financial modeling. Our courses equip your team with the skills necessary to develop and interpret financial models effectively, fostering better financial decision-making and operational efficiency.

OUR STORY

Empowering Financial Success Together

As financial consultants, we began our journey with a vision to provide top-notch financial planning, analysis and modeling services to startups and SMEs. Our passion for helping businesses succeed drove us to tailor strategies that align with their goals.

Today, we stand tall as a trusted partner for numerous businesses, guiding them towards financial prosperity. Our commitment to excellence and personalized solutions has established us as a go-to resource for companies looking to optimize their financial management practices.

WHY WORK WITH US

Our Expert Financial Guidance

14 years


Finance and modelling experience

>£40m


Investment raised using our models

100%


Customer Satisfaction

UNIQUE APPROACH

Innovative Strategies for Financial Success

We provide forward-thinking financial planning, analysis, and modelling tailored to the unique needs of startups and SMEs. Our innovative strategies pave the way for achieving financial success and sustainable growth in today's dynamic market.

With a focus on creativity and adaptability, our team empowers businesses to make sound financial decisions that drive profitability and long-term success. From budgeting to forecasting, we offer a fresh perspective to elevate your financial performance.

OUR TEAM

Meet Our Financial Consulting Team

Tom Baglin

BA(Hons) MSc MBA ACA AFM

Financial Modeller

Experienced FP&A specialist and financial modeller, having worked in companies ranging in size from startups to FTSE100 companies. Proven track record of building models to succesfully support investment rounds from Pre-Seed to Series C.

Qualifications:

  • Chartered Accountant, ICAEW
  • MSc Accounting & Finance, ICAEW/MMU
  • MBA, University of Warwick
  • Advanced Financial Modeller, FMI

GET IN TOUCH

Contact Us for Financial Advice

 
 
 
 
 
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