Financial Modeling & Innovation Consulting
Financial Modeling & Business Innovative solutions for Businesses and Asset Managers
Transaction Management Technology
Financial Modeling for High-stakes Transactions
Diversification & Optimization
- Multi-level vectorization under mean-variance portfolio theory (MPT)
- Compare performances by Sharpe, risks, and returns
- Optimal asset allocation with different time frame
Risk Management
- Value at Risk (VaR) hybrid approach
- Risk plotting and tail distributions
- Credit Value Adjustment (CVaR) generated probability of default
Simulations
- Price and volatility simulations
- Monte Carlo Simulation with Black-Scholes-Merton (BSM) model
- Graphic and technical analysis for individual stock or portfolio
Portfolio Management
- Data support for North America stocks and ETFs
- Portfolio balancing rules and methods scenario analysis
- Model risk forecast and value at risk (VaR) analysis
- Robust portfolio returns and risks charting and data set system
- Algorithm backtesting and trading
Transaction Management Technology Solutions help investment professionals turn their practices into research labs and seamlessly automate transactions with risk analytics. Integrate data-driven asset allocation optimization and risk management technologies. Learn more in portfolio management technology.
Financial Forecast, Planning, & Analysis
Financial Modeling for Clarity & Transparency
Valuation
- Intrinsic valuations with Discounted Cash flow (DCF)
- Fairness Opinions
- Mergers, acquisitions, and divestiture
- Employee share ownership planning
- Business restructuring
- Purchase price allocations
Financial Forecast & Analysis
- Working capital management & analysis
- Revenues forecasting and costs budgeting
- Cash flow analysis and management
- Pension plan budgeting
- Life style and financial goals planning
Deal Flow Management
- Invested and private placement management
- Venture funding and distributions
- Fee structure and cash flow management
Due Diligence Process
- Financial and operating information management
- Tax matters
- ESG & strategic positioning
- Management & employees issues
- Technology and IP
From concept design to completion, we help SMEs design and implement business innovative systems. Integrate flexible and modular financial models to value business opportunities and maximize your return on invested capital. Build a solid ERM structure. Minimize operating frictions with a well-communicated financial forecast and budget for your corporation.
Data Management & Platform Development
Financial Modeling for Optimizations and Automations
Digital Transformation
Allow your data and resources work for you. Devise new business applications and integrate digitized data for your business. What gets measured also gets managed. And what gets digitized gets measured.
Modularity
Imagine you can isolate and control each or groups of your muscle cell. Wouldn’t that be convenient if you want to shape up? With cloud controlled data, we can help you build infrastructures or outcome specific platforms for your business.
Digitization
Before you start, you might not know how or where you should start. For many businesses and financial professionals, sorting and organizing data might be the first and biggest challenges. Our team will help you extract your data from different formats and store them into ones that can be indexed and categorized.
Access
Access data through a cloud based portal (platform) for your data display and analysis purposes. You can easily access data directly from your internal IT supports.
Data management solutions convert your old files into gold mines. Cloud-based data increases your capacity and enhance functionality for your operations. Identify under-serviced clients, high probability lead conversions, and high-risk user accounts. Delivered in COM server (Excel) or cloud-based platform (PaaS Heroku) so that you don’t have to add expensive infrastructure or increase/train existing in-house support staff.