Financial Modelling Consultant for Fundraising, M&A, and Strategic Planning

Investor ready financial models built by an ICAEW Chartered Accountant, supporting UK and global clients with fundraising, acquisitions, exits, and lender reporting.

Financial Modelling Consultant

If you need a financial model for fundraising, acquisition planning, budgeting, or lender reporting, you need a model that stands up to scrutiny. Consult EFC builds investor ready financial models that are clear, auditable, and easy to use.

This work is led by an ICAEW Chartered Accountant with Big Four and corporate finance experience. We support UK and international clients, building models used for fundraising, acquisitions, exits, and bank reporting. You get robust assumptions, clean structure, and outputs you can present with confidence.

We work remotely and can support clients across the UK, Europe, and globally.

Investor ready modelling 3 statement models Fundraising and M&A support UK and global clients
Book a Modelling Call See Deliverables
Financial Modelling Consultant UK and Global Consult EFC

When you need a financial model

A good financial model helps you make decisions, raise money, and explain performance. A weak model reduces credibility. If any of the points below sound familiar, you are in the right place.

Fundraising model

A model for equity or debt fundraising, including runway, cash burn, and scenario cases.

Budgeting and forecasting

A driver based model that links activity to results so the forecast stays useful.

M&A and transactions

Models for acquisitions, exits, and due diligence support, including valuation drivers.

Lender and bank reporting

Models to support covenants, stress tests, and lender reporting packs.

Financial Modelling Deliverables

Model Type What We Build Best For
3 Statement Financial Model P&L, Balance Sheet, and Cash Flow with driver based assumptions and checks. Fundraising, planning, bank packs, and board reporting.
Fundraising Model Scenario cases, runway, cash burn, funding requirement, and investor outputs. Equity raises, debt raises, and investor reporting.
Budget and Forecast Model Rolling forecast, budget versus actuals, and driver led planning. Monthly management reporting and decision making.
Acquisition Model Returns analysis, synergy assumptions, funding structure, and sensitivity testing. Acquisition decisions and investment committee packs.
Exit and Sale Support Model Normalised EBITDA, value driver analysis, and diligence ready schedules. Preparing for a sale and supporting buyer diligence.
KPI Outputs and Dashboards KPI outputs linked to the model, including runway and performance views. Leadership reporting and board updates.

What you will receive

You receive a model that is built to be used. It is structured, auditable, and designed for real updates. We include clear assumptions, checks, and outputs so you can present the numbers with confidence.

Clear structure

Inputs, calculations, and outputs are separated so the model is easy to review.

Defensible assumptions

Key drivers are documented and checks are built in to support investor and lender review.

Sensitivity and scenarios

Base case and downside case views so you can understand risk and funding needs.

Board and investor outputs

Outputs for runway, KPIs, and financial statements that you can use in presentations.

How the modelling process works

Step 1

Scoping call. We agree the purpose, timeline, and required outputs.

Step 2

Data review. We review historical performance, value drivers, and key assumptions.

Step 3

Build and review. We build the model, review it with you, and refine assumptions.

Step 4

Handover. You receive the model, outputs, and a short guide for updates.

Common modelling issues we fix

  1. Broken links and hard coded numbers that cannot be audited.
  2. Assumptions with no evidence, which investors will challenge.
  3. Models that do not reconcile across the three statements.
  4. Cash flow that ignores working capital and timing.
  5. Outputs that are not usable for board or lender reporting.

Why Consult EFC

Financial modelling requires judgement and discipline. We combine Chartered Accountancy standards with corporate finance experience so your model is credible and usable by UK and international investors, lenders, and acquirers.

Investor credibility

Clear, auditable models built for investor and lender review.

Decision support

Models built around your key drivers so leadership can plan and act quickly.

Corporate finance perspective

Transaction and valuation experience that helps position the numbers.

Partner led

Your model build is led by a senior professional from scope to handover.

Financial Modelling FAQs

What is a 3 statement financial model?

A 3 statement model links the Profit and Loss, Balance Sheet, and Cash Flow statement so the numbers reconcile. It is commonly used for fundraising, lender packs, and strategic planning.

Do you build models for fundraising?

Yes. We build fundraising models with scenario cases, runway outputs, and clear assumptions that investors can review.

Can you improve an existing model?

Yes. We can repair, restructure, or audit an existing model if the logic, checks, or structure need tightening.

Do you support clients outside the UK?

Yes. We work with clients across the UK, Europe, and internationally. Financial modelling can be delivered remotely, and models are built to standards expected by investors, lenders, and buyers.

Need a Financial Model You Can Rely On?

Book a call to discuss your timeline and the outputs you need for investors, lenders, buyers, or board reporting.

Book a Modelling Call

No obligation. Partner led.