Financial models that hold up when it matters most.
Whether you are raising capital, planning for growth or presenting to a board, the quality of your financial model matters. We build Excel financial models for New Zealand businesses to professional standards — structured, auditable and built to answer the hard questions.
Book a free consultationFinancial modelling problems we solve
Common issues with financial models across New Zealand businesses.
Financial models built under pressure with hard-coded assumptions buried in formulas
No scenario analysis — changing one assumption requires manual updates across dozens of cells
Models that work on one person's computer but break on anyone else's
Boards and lenders asking questions the model cannot answer without rebuilding it
Forecasts that cannot be reconciled back to actuals without significant manual work
Three-statement models where the balance sheet does not balance
Financial modelling projects we have delivered
A selection of models built for New Zealand businesses and investors.
Series A Investment Model
Three-statement model with revenue build-up, headcount plan, cash runway and investor return scenarios — used to successfully raise growth capital.
Business Acquisition Model
Standalone target model, synergy analysis, deal structure scenarios and accretion/dilution analysis for a NZ trade buyer.
Development Feasibility Model
Full development feasibility including land, construction, finance costs and sales revenue with sensitivity analysis on key assumptions.
Five-Year Business Plan
Integrated P&L, balance sheet and cash flow forecast with department-level cost build, headcount plan and three scenarios for board approval.
How we work
Structured, transparent financial model delivery.
Scope and structure
- Understand the purpose — decision-making, fundraising, board reporting
- Agree structure: revenue drivers, cost model, financing assumptions
- Define outputs: outputs required and audience
Deliverable: Model blueprint with structure, assumptions register and timeline.
Build to best practice
- Inputs separated from calculations and outputs
- Consistent formatting and formula structure throughout
- Scenario and sensitivity analysis built in from the start
Review and handover
- Walk-through of model logic and assumptions
- Documentation of key drivers and how to update them
- Support for presentations or investor queries
Financial modelling services across New Zealand
We provide financial modelling services to businesses throughout New Zealand — Auckland, Wellington, Christchurch, Hamilton and beyond. Whether you are a founder preparing for a raise, a CFO building the annual budget or an M&A team working through an acquisition, we build models that are fit for purpose and hold up to scrutiny. Most engagements are delivered remotely.
Frequently asked questions
What does a best practice financial model look like?
A best practice financial model has clearly separated inputs, calculations and outputs. Assumptions are in one place and clearly labelled. Formulas are consistent across rows. There are no hard-coded numbers in calculation cells. The model can be understood and updated by someone who did not build it.
Can you build a three-statement model for our business?
Yes. Three-statement models — linked P&L, balance sheet and cash flow — are a core part of our financial modelling work. We build them to professional standards suitable for board reporting, lender due diligence and investor review.
How long does a financial model take to build?
A straightforward budget or forecast model typically takes one to two weeks. A full three-statement model with scenario analysis and investment-ready formatting is typically two to four weeks depending on complexity.
Can you review and fix a financial model we already have?
Yes. Model reviews and audits are a common engagement. We assess the model for structural issues, formula errors, circular references and missing logic, and either fix what is there or recommend a rebuild.
Do you build models for fundraising and due diligence?
Yes. We have built models used in fundraising rounds, acquisitions, due diligence processes and banking relationships. We understand what investors and lenders look for and build models that hold up to scrutiny.
Need a financial model you can stand behind?
Tell us what the model needs to support and we will scope the right solution.
Book a free consultationLet's talk about what you need
Big or small, we are happy to discuss it. Send us a message or book a free discovery call — we typically respond same business day.
What happens next
- 1
We review your enquiry and reach out to discuss your requirements — no commitment needed.
- 2
We provide a no-obligation quote and estimated delivery timeframe.
- 3
Once agreed, we build in stages and keep you updated throughout.