Case studies and work

  1. Sizing the public money a project needs before a lender will touch it

    Built independently

  2. Investor reporting for a manager with hundreds of investors across several funds

    Scoped

  3. A debt module for a platform whose software handles deals but not the math behind them

    Scoped

  4. Keeping a practice ahead of regulatory change

    Delivered

  5. Knowing where every matter stands without asking anyone

    Delivered

  6. A compliance platform built around one regulation

    In progress

  7. What each clause in a term sheet is actually worth

    Delivered

  8. Appraising infrastructure on what it prevents, not what it earns

    Delivered

  9. A venture studio, from economics to operations

    In progress

Other work

Models

  • DCF valuations across software, airline, industrial and consumer businesses
  • LBO models with full distribution waterfalls
  • Venture fund return models built around the power law
  • Three-statement models for subscription businesses
  • Debt sizing and repayment schedules sculpted to a project's own cash
  • Credit models (PD, LGD, portfolio loss)
  • Securitization models showing how much loss senior investors are protected from
  • Leasing models (lease against buy, residual value risk)
  • Multi-currency funding and treasury models
  • Economic appraisals that price carbon, avoided cost and public benefit alongside cash

Systems

  • Reporting pipelines from source data to finished statement
  • Checks that catch an error before a number goes out
  • Dashboards in Power BI, Tableau and the browser
  • Performance attribution and factsheet automation
  • Eligibility and concentration testing across loan books, with an audit trail

Public builds

  • A set of complete builds covering fund reporting, planning and loan operations, written up in full and published openly