Establishing trust throughout the financial community

“I’m about to commit a large sum of money to the business you’ve represented in your model;
how do I know you got it right?”
Request a consultation

"Why should I get my model reviewed?"

Financial models represent costs and returns in a way that global counterparties can understand and verify. Effectively, a 10% IRR in Japan should mean the same as a 10% IRR in the US. We use models to convey these ideas to speed commerce and enable different cultures to communicate complex ideas in a seamless way.

But when money is about to be transferred, are you certain you understand how your counterparty got to its 10% IRR? And what the implications are if that return ends up being different in real life?

Let the modeling experts at Orbis review your model to ensure all parties are aligned before you dive in.

"When is a model review appropriate?"

Any time you are making critical business funding decisions based on the work that someone has conveyed in a financial model, it pays to verify that model is accurate.

Areas where financial model reviews make the most sense include:

Infrastructure bid verification

Renewable energy M&A

Corporate finance M&A

"What is a financial model review?"

A financial model review can deliver key insights into how the model is deriving results. Questions a model review can help answer include:

Does the model conform with the commercial documentation?

Does the model give good results?

Do the results make sense for the type of deal the model describes?

"How do you complete your reviews?"

We start by talking with you about how the model should be working. After a thorough discussion on all tabs and the basics of the operations of the model, we use proprietary software to create a visualization of the calculations. This helps guide our model review team toward the highest risk areas of the model.

From there, we use cell-by-cell analysis to assess how the formulas are working. Any variance from what we’ve come to understand is your expectation gets noted in a finding. Each finding is categorized by level of importance. We aggregate these findings and review them with you one by one.

Case studies

FAQs of financial model review

We love getting questions along the way to helping clients achieve their goals.

Contact us



    FAQs

    Accordion Content
    We deliver you a fixed price that represents our estimate of the number of hours required to complete the task. Shoot us an email for more information on the specifics of your model.
    We deliver our findings in iterations – changes are driven by your team. We project roughly 1-3 iterations per review with each iteration taking roughly half the time of the previous one.
    Usually within a month or so of financial close.
    Scroll to Top