Modeling

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Cash Flow Optimization: How Small and Medium Businesses Can Unlock Value and Manage Risk

Cash flow optimization requires a disciplined approach that anticipates liquidity shocks and allocates windfalls strategically in order to maximize opportunity.

9 minute readContinue Reading
Emilio Parente

Emilio Parente

Robo-advisor Industry Portfolio Risk: Efficiency or Corner-cutting?

Robo-advisor investing uses algorithms (instead of humans) for portfolio selection and rebalancing. Its affordable ways have opened up wealth management options to the masses, but its means of quantifying risk need more sophistication and tailoring to individual circumstances.

8 minute readContinue Reading
Ishwinder Singh, CFA

Ishwinder Singh, CFA

Financial Modeling Case Study: OOVA

Amy Divaraniya, CEO and co-founder of OOVA, created a product she knew the market needed. Yet, while she was pitching investors trying to close her seed round, she found that the financial projections needed a fresh pair of eyes.

< 5 minute readContinue Reading
Elizabeth J. Howell Hanano, CFA

Elizabeth J. Howell Hanano, CFA

A Step-by-step Guide to Building an Accurate Financial Model

Many financial models fail because they rely on optimistic assumptions and ignore the risks presented by uncertain variables. This six-step guide illustrates how to avoid these pitfalls and develop practical, accurate financial models to inform your decision-making.

8 minute readContinue Reading
Hudson Cashdan

Hudson Cashdan

Reorganizing for Survival: Building Scenarios

In the “new normal,” how should business leaders ensure that their business is well-equipped to survive and then thrive? Scenario analysis is a handy tool: How are scenarios built and translated into financial projections?

7 minute readContinue Reading
Natasha Ketabchi

Natasha Ketabchi

Why Tesla? Evaluating the Electric Craze

Tesla shares are up 60% over the past 12 months—performing relatively well even with the impacts of the coronavirus on the broader stock market (S&P 500 down ~11% over the same period). We dissect the drivers and unpack what the market is building into TSLA’s valuation.

10 minute readContinue Reading
Zachary Elfman

Zachary Elfman

How to Prepare a Cash Flow Statement Model That Actually Balances

When a cash flow statement model doesn’t balance, it can cause immense frustration and wasted time. The root cause of this problem most commonly resides in models being built with inconsistent and contradictory data sources.

7 minute readContinue Reading
Pierre-Alexandre Heurtebize

Pierre-Alexandre Heurtebize

How to Approach Financial Data Visualization

Looking to make your financial models more effective with better data visualization? Design principles can be effective tools in corporate decision-making.

8 minute readContinue Reading
Archil Lursmanashvili (FMVA)

Archil Lursmanashvili (FMVA)

Complex but Integral: An Overview of Real Estate Waterfalls

Waterfalls are an integral part of real estate investment terms, dictating the hierarchy of how cash is distributed to investors and the transaction’s sponsors. When structured correctly—with aligned incentives—they ensure that the deal is set up to achieve outsize success.

7 minute readContinue Reading
Aaleem Jiwa

Aaleem Jiwa

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