We have helped company’s and individuals alike create products and financial models that have changed the way decisions are made and have allowed for more efficient and accurate analysis and understanding of key drivers. Our experience in all aspects of commercial real estate and financial modeling has helped us understand and relate to our clients specific needs in developing and implementing expert level solutions.
Created the financial model for the firm to use in its evaluation of purchasing farm land for fruit tree planting and cultivation.
Yogurtland South Bay
Financial Model
Created the financial model for the firm's initial business plan and subsequent expansion to eight stores. Model included detailed employee time tracking and pay sheet.
SuiteSearch
Strategic Consultant
Provided commercial real estate insight and expertise on landlord leasing platforms and initial product viability. Assisted with the Series B capital raise.
storelocaL
Strategic Consulting / Financial Model
Provided industry knowledge and financial advice to founding members in the creation of the company. Created the business plan financial model for the firm and its $10M Series A raise.
Storage Treasures
Financial Model
Created the firms initial business plan financial model.
Storage Outlet
Special Projects
Developed a program to analyze the most cost effective marketing methods across a 12 store portfolio. Developed employee compensation & tracking system.
Mariners Companies
Special Projects
Created a monthly investor reporting package that integrated with QuickBooks and individual investor data.
My Home Loan Payment
Strategic Consultant
Provided general consultancy services for the creation of an online home loan payment calculator and mortgage loan referral program.
CRE Financial Models
Strategic Consultant
Provided general consultancy services for the creation of an online commercial real estate financial model platform.
Undisclosed
Special Projects
Leveraged buy-out of the existing managers profit interest and management contract by a minority shareholder of a commercial real estate investment firm.
SVN Rooted Commercial
Strategic Consultant / Financial Model
Provided initial industry insight and knowledge for the creation of a regional property management platform. Created the firms initial business plan financial model.
Frontier REI
Financial Model
Created the financial model for the firm to use in its acquisition of single tenant net leased retail investments.
SprintRay
Financial Model
Created financial model including analysis of historical operating statements to build a go forward business plan which allowed the company to do a $1M series “B” raise.
Undisclosed
Special Projects
Created a dynamic CAM reconciliation tool and streamlined property budget for a national property management firm.
The Management Works
Financial Model
Created the financial model for the firm to use in its acquisition of multi-family apartment communities.
