Business Services

Standalone Financial Modelling Service

Financely now offers financial modelling as a standalone service. Commission a lender-ready model on a fixed fee, without a full advisory mandate.

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Service update

Financely Now Offers Financial Modelling as a Standalone Service

Financial modelling is now available from Financely as a standalone service. Borrowers, sponsors and buyers can commission a lender-ready model on its own, without retaining us for a full advisory mandate.

Until now, our models were built inside wider engagements, as part of a credit file or a financing process. Clients often need the model on its own. Some already had an arranger, some were preparing for an internal investment committee, and others needed an existing model fixed before a lender saw it. You can now sign up for financial modelling as a separate engagement.

What you can commission

Model

Built for

Project finance

Debt sizing and sculpting, DSCR and LLCR tests, reserve accounts and separate lender and sponsor cases

Corporate three-statement

Integrated statements tied to the facility being raised or refinanced, with covenant headroom by period

Acquisition and LBO

Sources and uses, debt capacity and equity returns for buyers and sponsors

Real estate development

Construction budget, drawdown schedule, sales or lease-up and exit

Trade and commodity

Cash conversion cycle, margin per transaction, financing cost and collateral cover

Model review

An independent check of an existing model, with every issue logged next to a recommended fix

Built the way lenders read a model

A credit team tests structure before it tests numbers. Every model we deliver follows the same layout, with an error-check summary, a single sourced inputs sheet, line-by-line calculations with no hard-coded figures, integrated statements that balance in every period, and outputs set out as a credit committee expects to see them. Analysts can trace any ratio back to the assumption behind it.

How the standalone engagement works

Send the brief. Share the transaction, the model type, who will read it and your deadline.

Approve a fixed quote. Scope, fee and delivery date are set out in writing. Work starts once the engagement is signed and paid.

Receive the model. Delivered as an editable, fully linked file with a walkthrough of its logic and outputs.

When you need more than the model

The standalone service sits alongside our existing offers. If you also need a credit memo, a data room and a KYC file, the model fits into our Lender-Ready Package. When you are ready to raise, our structured debt advisory takes the transaction to market with the same model at its core.

Sign up for financial modelling

Tell us about the model you need and receive a fixed quote with a delivery date. You can ask for a sample model with your quote.

Request a Quote

Models are prepared from information and assumptions supplied by the client, and are not investment, legal or tax advice. Financely is an advisory and arranging firm, not a lender. Any financing remains subject to underwriting, due diligence, credit approval, documentation and conditions precedent, and no outcome or timeline is guaranteed.