Case Studies
Explore the challenges we’ve solved for our clients and the outcomes delivered through recent projects.
Detailed insights into recent projects
Case Study #1
Financial Modelling for Biodiversity Net Gain Investments
Client Snapshot: Biodiversity Net Gain start-up in the UK
The Challenge
Biodiversity Net Gain units are an emerging asset class in the UK, designed to compensate for negative impacts of real estate development projects on biodiversity. Our client created a new company with the purpose of buying and developing sites for the use of biodiversity net gain, to be financed by a mix of equity and debt, where a return on investment was to be achieved from the sale of BNG units.
The Solution
Financial Modelling
We worked with the founders iteratively over several months, helping showcase different ways of modelling the joint venture investment into the selected sites. As discussions with lenders and investors evolved, we were at hand helping make edits and evolutions to the financial model, returns waterfall, and cash flow projection.
Ultimately, our work supported our clients in successfully securing debt as well as equity investment to close on two initial pilot sites. Our Excel models helped make the world a greener, more biodiverse place! Hurrah!
Learn more about it
Case Study #2
Analyst for Hire Services from underwriting to fundraising
Client Snapshot: Affordable housing investor in the United States
The Challenge
Financial Modelling
As the client’s portfolio was growing, hiring full-time support was not yet an option, so they sought external help to
underwrite opportunities, create professional investment memos, and address ad hoc financial analysis needs
The Solution
Financial Modelling
Since 2022, we’ve worked as an extension of their team
Supporting underwriting from initial sifting of the seller’s data room to analyzing data, challenging it and representing it in investment memos and financial models to support decision-making and deal execution
Providing ad hoc analysis and curating investor engagement materials, having supported the client through multiple portfolio refinancings, enrollment on investor platforms, fundraising of two funds and more
Client Testimonial
"Their support has been instrumental in helping us scale effectively. The flexibility they offered, combined with their ability to handle ad hoc analysis tasks, made a real difference. From underwriting opportunities to crafting investment materials, their work has supported our growth from 3 assets to nearly 30 and raise two successful funds.”