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Financial Model for an Investment Company
Dear follow memebers,
I am currently working on a business plan, financial model and risk management plan for incorporating an investment company with Four (4) business lines namely (Aviation, Shipping, Infrastructure and Energy).
I have already commenced with the business paln and its almost done, however, the bottle neck is the Financial Model which is a little difficult to structure with all the basic requirements. I therefore, kindly request if anybody has a basic model which i can use to start the model and be my launch-pad enabelling me complete the task.
Your feedback and support is much appreciated.
You can either send the same directly to my email: salah.khalifa@gmail.com or you may post it on Finance30.com
Best regards,
Salah Khalifa
I am currently working on a business plan, financial model and risk management plan for incorporating an investment company with Four (4) business lines namely (Aviation, Shipping, Infrastructure and Energy).
I have already commenced with the business paln and its almost done, however, the bottle neck is the Financial Model which is a little difficult to structure with all the basic requirements. I therefore, kindly request if anybody has a basic model which i can use to start the model and be my launch-pad enabelling me complete the task.
Your feedback and support is much appreciated.
You can either send the same directly to my email: salah.khalifa@gmail.com or you may post it on Finance30.com
Best regards,
Salah Khalifa
Tags: company, investment, model
Replies to This Discussion
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Permalink Reply by Brent Wheeler on -
The attached is a template for building a full set of financial statements. It can easily be adapted to any kind of business - at present the labels tend to be for a service business. Collapse / expand accounts depending on the amount of detail you want. The longest part is simply entering the data once you have made a few basic decisions and done some planning.
- Attachments:
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Compreh Val model template.xls, 339 KB
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Permalink Reply by Salah Khalifa on -
Dear Mr. Wheeler,
many thanks for your prompt reply and the attachment therein and i will certainly post the final model upon completion.
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Permalink Reply by Brent Wheeler on
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Good luck with it. One thing to perhaps note is that none of the "standard" models deal with the issues of portfolio management, performance and design - which is of course, intimately tied up with risk. I assume your business plan deals with this as a separate matter.
Quite demanding because the risk in the company and the risk in the portfolio are hard to distinguish.
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