A middle - east based VC firm requested JMI to advise the CEO of the Portfolio Company in making separate models to enable budgeting and evaluating potential investment opportunities.
JMI was asked to streamline the financial reporting, create a formal budgeting framework, and evaluate the potential of proposed investment opportunities.
JMI Implementation
Prepared a detailed budget model to highlight the key revenue & cost drivers of business.
Assisted in the identification of key earnings sensitivity parameters and KPIs.
Created returns analysis for different types of scenarios.
Constructed a flexible model with detailed drivers and switches, enabling evaluation of potential projects and investments.
Conducted review of relevant indicators to ensure that the deal outlay value was quantified, and that capital spending met internal funding criteria.
Value Delivered
Presented a detailed model layered with drivers and switches that supported budgeting as well as reporting requirements.
Delivered a customized project evaluation model, enabling review of investment opportunities.