Yes, Delineo is new, so this is based on Tim's experience over 20+ years, either building the model myself or leading the team of developers building the model.

industry

Financial services

type of model

Funds model

description

Constructed a funds model, including detailed investment, fund and investor components. The model enabled management to model the current business and run what if scenarios at all three levels of the business. The model allowed entry of actual transactions and the ability to allocate those transactions to the investment, fund or investor levels. Detailed dashboards and formal periodic letters and reports to investors were also included.

other relevant industry models

Pipeline & revenue analysis models; business planning models; trust waterfall model; budget models; asset depreciation models; credit analysis model; investment models; debt pricing model.

© 2018-2019 by Delineo Financial Modelling