Valuation & Financial Modeling
Financial models are the backbone of valuation, deal structuring, forecasting, scenario testing, and strategic decision making. A robust, transparent, and error‑free model can greatly influence investor confidence and deal outcomes.
At Synpact Consulting, we provide end‑to‑end Valuation & Financial Modeling services — combining accounting rigor, valuation discipline, and scenario flexibility. Whether for investment banking, corporate planning, or fundraising, we ensure your numbers tell the right story.
From building 3‑statement integrated models to complex debt / convertible / advanced valuations, we support clients across the deal lifecycle, enabling clarity, sensitivity, and audit readiness.
Why Choose Synpact for Modeling & Valuation
- Certified Modeling Expertise: Analysts with deep understanding of accounting, finance, and valuation techniques.
- Audit‑Grade Integrity: Models built with checks, version control, error‑proofing, and documentation.
- Flexible & Dynamic: Scenario and sensitivity capabilities, modular structure, and version roll‑forward support.
- Complex Instrument Capability: Modeling of debt, convertibles, derivatives, waterfalls, and recap structures.
- Fast Turnaround: Delivery possible even under tight deal deadlines (48 hrs for standard builds).
- Seamless Integration: Outputs that tie into pitch decks, valuation reports, due diligence packages, board packs.
Our Valuation & Financial Modeling Services
3‑Statement / Integrated Modeling
Income statement, balance sheet, cash flow forecasting integrated into a single dynamic model.
Working capital assumptions, depreciation, capex, financing schedules, tax mechanics.
Discounted Cash Flow (DCF) & Valuation Modeling
Free cash flow to firm / to equity, WACC derivation, terminal value, sensitivity tables.
Scenario branches, “base / bear / bull” scenarios, and Monte Carlo simulations if required.
Complex Instrument / Capital Structure Modeling
Debt schedules, amortizing debt, interest/repayment, refinancings.
Modeling convertibles, preferred equity, waterfall, carry, cash sweep, options, warrants.
Model Audit, Roll‑Forward & Maintenance
Independent model review / QA / error checks.
Rolling forward existing models with actuals, updating forecasts, maintaining version hygiene.
Scenario & Sensitivity Analysis
Stress testing key inputs: growth rates, margins, discount rates, multiples, exit timing.
Tornado charts, scenario comparison, sensitivity matrices.
Process & Workflow
- Kick‑off & Scoping – Define model purpose, time horizon, granularity, instruments to include.
- Data Collection & Assumptions Input – Historical financials, market data, operating drivers, capital structure.
- Model Building & Structuring – Setup modular sheets (inputs, assumptions, drivers, outputs).
- Valuation & Output Section – Link cash flows, valuation, sensitivities, scenario modules.
- Review, Audit & Handover – Model validation, documentation, user guide, handover with explanatory notes.
Industries & Use Cases
Industries / Sectors Covered:
- Technology / SaaS
- Financial Services & FinTech
- Healthcare & Life Sciences
- Consumer & Retail
- Industrials & Infrastructure
- Renewable Energy / CleanTech
Use Cases:
- Fundraising / investor diligence
- M&A / sell‑side / buy‑side valuation support
- Business planning & budgeting
- Board / investor reporting & forecasts
- Debt / capital structuring, refinancing
- Model validation & audit support
Frequently Asked Questions (FAQs)
Q: What’s the difference between a valuation model and a financial model?
A: A valuation model focuses on deriving value (e.g., via DCF, multiples) while a financial model projects business performance (3‑statement), which then feeds into valuation sections.
Q: Can you include complex instruments in models?
A: Yes — we incorporate debt, convertibles, options, waterfalls, derivatives, and hybrid structures as required.
Q: How long does building a full model take?
A: Depends on complexity. For standard 3‑statement + DCF models, a few days; for complex capital structures, up to a week or more.
Q: Do you audit / review existing models?
A: Yes — we offer model audit, error checking, quality review, roll‑forward updates, and documentation.
Q: What deliverables will you provide?
A: Full Excel model, scenario / sensitivity dashboards, assumptions sheet, user guide, presentation summary if needed.
Call to Action
Need a solid, defensible model to support valuation, fundraising, or strategy? Let Synpact Consulting build or audit your financial model with precision, transparency, and scalability.
Contact: info@synpactconsulting.com to discuss your modeling needs or request a sample model.