Our platforms are used in different ways by different end users, we have summarised the key benefits for each user group.
Corporates
Good times to invest in models and analytics
To replace outdated or non-existing infrastructure
As part of a growth plan to maximise decision quality and profitability
In advance of implementing new services or products
In preparation for debt or investment raises
Benefits of a forecast model
Ability to model and test a variety of strategies, to demonstrate the most profitable ones and what steps are needed to achieve them
Provides accountability for those around the company to meet their targets, making it clear when they are not performing
Cashflow modelling demonstrates any 'cliff edges' or a requirement for additional funding
Logical order and easy to interpret assumptions allow effective communication with the board
Actuals can be added each month to track progress and have a rolling forecast
Benefits of analytics
The accounts update and consolidation process is automated, this saves significant financial time which can either be spent on other projects or cost savings can be made
Cloud based platform allows all of the outputs to be reviewed from anywhere, on any device
Flexible drill down capability means that unusual trends can be investigated quickly, and key growth areas can be capitalised on
Becomes a powerful data cube, bringing a variety of data sources into one place to be easily reviewed
Private Equity
Good times to invest in models and analytics
On the way into a portfolio company, or shortly after, in order to analyse the strategic plan and subsequently track performance against it
Pre-exit to ensure maximum value is achieved, and to reduce risk to the process by providing a comprehensive diligence pack
Realistically at any time investors can use them to support and professionalise a wide range of investments
Benefits of a forecast model
Ability to understand and scrutinise the strategic plan
Flexible inputs allows sensitivities and different strategies to be tested
Rolling forecast and quick updates provides a tracker against the original plan
Various funding packages and structures can be tested to determine the impact on money multiples and IRR
Allows funding to be raised and covenants tracked
Supports future exit process and will stand up to 'Big 4' diligence
Benefits of analytics
Granular insight into portfolio companies to monitor performance
Flexible analysis and detailed drill down capability
Automated updates allow up to date information
Portfolio level platform allows you to track performance at a portfolio level, including IRRs and equity bridges
Ability to track actuals vs numerous forecasts and budgets
Drives value at exit by demonstrating key growth areas and by providing a ready made diligence pack
CF Advisors
Good times to invest in models and analytics
To the extent you have a relationship with a client for a future deal, we can support in advance of the deal process
During the preparation phase of the deal
Advisors can then use our high quality infrastructure to save time and reduce deal risk
Benefits of a forecast model
Time saved by the CF team can be spent on other deals, reducing risk and increasing profitability
Comfort the model will stand up to diligence and investor scrutiny
Focused model allows the data to talk and demonstrate a coherent strategy
Insightful KPIs and analysis that can be used in the IM
Quick update functionality means the sales process can be shortened
Benefits of analytics
Data filters can be used to quickly get to the information you want to present
Links to underlying data mean updates for new months can be performed almost instantly
Becomes the core databook for the deal incorporating historic financials, forecast financials, and financial breakdowns
Forms a diligence pack, reducing the amount of questions you get asked and de-risking the process from excel based errors
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