THE WORK
Then the sample library. Each case shows how the problem was framed and what was built.
CASE STUDIES
SBA LENDER PACKAGE · CHILDCARE · NEW YORK CITY
The building never changed and the costs never changed. The order of the revenue stack did, and the loan closed.
READ THE CASE →
PRICING & REVENUE MANAGEMENT · INTERCITY COACH · SAMPLE STUDY
Dynamic pricing where the booking data supports a forecast, stable fares where it does not, a dispatch threshold that prices and schedules peak departures jointly, and none of it priced against the walk-up rider.
READ THE CASE →
CUSTOM UNDERWRITING TOOL · SECTION 8 SFH
A proforma, a decision memo, and a provenance trail for every load-bearing number. When an input lacks a source, the tool suppresses its own verdict.
READ THE CASE →
GROWTH CAPITAL · BOUTIQUE FITNESS · US AND UK
A studio operator raising across two currencies needed the same question answered twice without the answer depending on which workbook was open.
READ THE CASE →
FUND FORMATION · RENEWABLE ENERGY
Tiered distributions reconciled to capital accounts every period, with a scenario engine and integrity checks built into the workbook the manager took to market.
READ THE CASE →
SELL-SIDE READINESS · MECHANICAL SERVICES
A teaser, a management presentation, a data room index, a model extract, and a key figure register that governs all four.
READ THE CASE →
EQUITY RESEARCH · PUBLIC COMPANY
A variant-perception thesis on Constellation Energy, built from a reverse discounted cash flow and a sum-of-the-parts that separates contracted from uncontracted generation.
READ THE CASE →
THE SAMPLE LIBRARY
Each sample went through the same gates as client work. Every card opens the PDF.
RAISING
SAAS · DILIGENCE MODEL
ARR decomposed by cohort, with net and gross retention separated.
OPERATING MODEL · 3 STATEMENTS
Income statement, balance sheet, and cash flow tied out, with a checks tab that grades the workbook.
HARDWARE · UNIT ECONOMICS
Unit economics and inventory cash for a consumer hardware line.
BORROWING
CREDIT · FACILITY PACKAGE
Borrowing base, covenant grid, and DSCR cases in the order a credit officer reads them.
CASH · 13 WEEKS
Weekly receipts, disbursements, and ending cash for an operating company.
ACQUISITION · DEBT SIZING
A purchase read led by debt service coverage, with rate and cost cases.
FUNDS
FUND · GP/LP WATERFALL
Tiered distributions reconciled to capital accounts, period by period.
LBO · LIFE SCIENCES
Capital structure and IRR cases for a take-private at a reset valuation.
VALUATION · SOTP
Segment values built separately and bridged to a consolidated number.
BUYING
SFH · SECTION 8
HUD fair market rents in the base case, a source behind every input.
CRE · DEVELOPMENT
Construction-to-perm financing with sources and uses by month.
WORKFLOW · AI-ASSISTED
The intake-to-memo pipeline, documented step by step.
Send the deal, and a written read comes back by email before any call.