Financial advisory and consultancy
01
Financial modeling
Financial models used in planning, analysis, and valuation projects, designed to professionally structure income statements, balance sheets, and cash flows.
Who is this service for?
- Companies that need to structure their financial information.
- Entrepreneurs preparing documentation for investors.
- Businesses looking to project income statements and cash flows.
- Professionals who want a solid foundation to work from.
Standardized models
We also offer standardized versions of financial models that can be used to plan, analyze, and even value businesses, including balance sheets, income statements, and cash flows.
These are standard tools ready to be applied to any business. If you have any questions or prefer personalized models tailored to every detail of your business, let’s talk.
02
Financial tools
Development of specific financial tools aimed at solving concrete control and management needs, without the need to build a full financial model.
Who is this service for?
- Companies that need to improve control in specific areas such as cash flow or debt.
- Businesses looking to automate recurring financial calculations.
- Professionals who require clear and visual dashboards.
- Investors who want practical tools to analyze opportunities.
Examples of tools we develop
- Cash flow management.
- Management of equity and/or fixed income investments.
- Dashboards.
- Valuations using multiples and cash flows.
- Debt amortization table.
03
Financial analysis
Rigorous evaluation of results, margins, liquidity, and financial structure to identify risks, strengths, and opportunities for improvement.
Who is this service for?
- Companies looking to improve their profitability.
- Businesses with liquidity or margin issues.
- Companies looking to optimize their financial structure.
- Management teams in need of an independent diagnosis.
- Companies that want to analyze another business for a potential acquisition.
04
Business valuation
Estimation of a company’s intrinsic value using financial methodologies such as discounted cash flow and multiples analysis, applied to investment, purchase, or sale processes.
Who is this service for?
- Companies preparing for an investment round.
- Partners who need to set an entry or exit price.
- Entrepreneurs who want to know the real value of their project.
- Acquisition, sale, or corporate restructuring processes.
We invest in your startup
In addition to the valuation service, we analyze the possibility of participating in projects with growth potential.
We can develop the financial model in exchange for equity in the company or invest directly after due diligence, if an agreement on price and conditions is reached.
05
Investor negotiation
Financial support in investment processes to defend the company’s value before investors, backed by modeling, analysis, and structured documentation.
This is not an intermediation or brokerage service, but technical support aimed at defending the company’s value based on its history, potential, and financial valuation.
Who is this service for?
- Companies in the process of an investment round.
- Entrepreneurs who have received an offer and need financial backing.
- Projects that want to prepare for meetings with solid arguments.
- Teams that want technical support during a complex negotiation.
What does it include?
- Review or development of the financial model.
- Detailed financial analysis.
- Preparation or improvement of investor documentation.
- Support in meetings and negotiation processes.
Contact
Let's talk about your project
Tell us what you need and let’s schedule a call to propose the most appropriate approach.