Sam Barkeley Finance

Core Service

Financial Modelling

Secure funding faster with institutional-grade financial models.

Financial Modelling

We build robust financial models that give investors confidence and give you clarity.

Whether you are raising capital, planning an expansion or evaluating an acquisition, our models deliver the answers you need — and the evidence a funder needs.

What we deliver

  • ›Investment-grade financial models — full 3-statement builds, revenue, cost and other related schedules, DCF valuations and multi-case scenario analysis.
  • ›Feasibility studies that identify profitable opportunities before you commit capital.
  • ›CAPEX / OPEX structuring and detailed cashflow forecasting across the project life.
  • ›Business valuations for mergers, acquisitions, fundraising or strategic planning.
  • ›Investment memoranda and pitch decks that compel investor action.
  • ›Sensitivity and stress testing against commodity prices, FX, tariffs, demand and other drivers.

Focus areas

01

Built to be audited

Clean structure, documented assumptions, no hard-coded values buried in formulas.

02

Built to be updated

Driver-based design so your team can refresh actuals and re-run cases without us.

03

Built to persuade

Outputs that translate directly into the exhibits a funder expects to see.

04

Built to be defended

Every number traceable to a source, ready for the questions a credit committee will ask.

Typical engagement flow

  1. Stage 01 · 01 Scope
    Objectives, funder requirements, data availability
    Engagement brief
  2. Stage 02 · 02 Build
    Model architecture, drivers, assumptions workshop
    Working model
  3. Stage 03 · 03 Test
    Scenario, sensitivity and stress analysis
    Case pack
  4. Stage 04 · 04 Package
    Investment memorandum, pitch materials, exhibits
    Funding pack
  5. Stage 05 · 05 Handover
    Walkthrough and training for the client team
    Owned in-house