Financial Modeling & Investment Appraisal

We help our clients raise external funding (from banks, donors, private equity, etc.) by building robust financial models, decision-support analyses, and investment appraisals that evaluate project viability, quantify financial risks, improve forecast accuracy, and capital allocation decision outcomes.

Where is your organization leaking value?

01

Capital Efficiency

“Companies conducting rigorous investment appraisal outperform peers by 15–20% in capital efficiency.” (Harvard Business Review, 2018)
02

Decision Outcomes

“Organizations practicing financial forecasting and scenario modelling improve decision outcomes by up to 30%.” (PwC Global Finance Effectiveness Benchmarking Report, 2022)
03

Advanced Analytics

“Companies that leverage advanced analytics and financial modelling improve EBITDA by 15–25%.” (McKinsey, 2021)
04

Forecasting Error

“Advanced financial planning and analysis can reduce forecasting errors by up to 20–30%.” (KPMG, 2019)

The Signs Don’t Lie

If your organization is facing any of the following, you are likely leaving money on the table:

  • Poor decision outcomes and value-destructive investments
  • Major investment or expansion decisions
  • Uncertainty about the financial viability of a project
  • Major financial performance shortfalls
  • Lack of reliable financial forecasts or decision models
  • Pressure to justify investments to boards, donors, lenders, or investors
  • Need to evaluate alternative investment or financing scenarios

Our Flagship Interventions

  • Investment Project Business Report (IPBR) and concept notes for multi-million-dollar investment projects.
  • Financial forecasting models (revenue, costs, cash flows, etc.)
  • Investment appraisal models (NPV, IRR, payback)
  • Startup Financials (Customer LTV, CAC, burn rates, etc)
  • Scenario and sensitivity analysis Project feasibility analysis
  • Funding and financing structure evaluation
  • Financial decision dashboards for executives and boards

OUR UNIQUE DELIVERY FORMAT

01

ASSESSMENT

FREE online self-paced financial management maturity assessment. (Takes 30 - 45 minutes to complete)
02

CONSULTATION

FREE 30-minute consultation to explain the findings of the assessment and roadmap
03

DEEP DIVE

Detailed analysis of the areas with the largest value capture opportunity in dollar terms (Pareto principle)
04

IMPLEMENTATION

Implementation support via one-off engagement, medium/long-term in-resident engagement as fractional CFO, etc.
05

SAAS TOOLS

Subscription to our FREE thought leadership program (articles, podcasts, webinars) & paid SaaS tools
How Canadian Companies Can Stress-Test Their Business Models Against Tariff Shocks 

Ready to build a robust financial model for your fund raising application or capital allocation?

Take a FREE Financial Management Maturity Assessment or contact us at sales@avanguardbc.com if you need a robust financial model, which will provide a sound basis to appraise your investment or a major change project. 

Success is a Team Play, right? Let’s work together!

Fill out the form below, and one of our experts will contact you within 24 hours to discuss your needs.

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Got a question? Get your answer

We revolutionize industries with dynamic digital solutions, tailored to meet contemporary demands and drive impactful transformations for businesses of all sectors.

Who are your typical clients?
We work with a variety of clients. We work with the heads of municipalities’ transportation planning, traffic engineering or economic development departments, and with mayors’ offices.
What is the process for beginning a project?
We offer cloud computing, cybersecurity, software development, and IT consulting to streamline your operations and boost growth with secure.
Can you help a client get funding?
We offer cloud computing, cybersecurity, software development, and IT consulting to streamline your operations and boost growth with secure.
What if my project lies outside your team’s skillset?
We offer cloud computing, cybersecurity, software development, and IT consulting to streamline your operations and boost growth with secure.

Why Business Startup Consulting

The most useful time to seek professional business advice and support is before starting. A business startup consulting firm works directly with the client to identify the most critical first and next steps

Market Research

Business startup consultants work with clients to research in more depth the market, industry, competitors.

Planning Assistance

Startup consultants help clients with planning. Creating a plan to create the offering such as products, services.

Task Execution

Getting it done means execution of tasks. Startup consulting services help you execute necessary steps.

Business Growth

Consultants help startups with business growth. Creating marketing campaigns that produce results and sales.
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