Deep financial insights
Quantitative verification discipline

Model Verification Practice is built on the observation that the most consequential failures in financial models are not calculation errors. They are assumption errors — and assumption errors are structurally difficult for the model's author to find, because the author's mental frame shaped the assumptions in the first place.

We can provide the layer of challenge that the model's author cannot provide for themselves — independent, rigorous, and delivered before the decision is made rather than after it has been called into question.

Over the course of deep experience spanning financial operations, enterprise systems, and management accounting, we observed the same failure pattern repeatedly: at the critical moment, the question was never about the model's structure. It was about why specific assumptions had been made. The team that built the model was rarely able to answer that question with the independent authority the moment required.

01

Pre-Fundraise Assumption Review

Fundraising Investor Readiness

The problem this solves

Investor-ready models are typically built by the founder's finance team, or by an advisor hired to support the raise. The model is structured correctly. The financial statements are internally consistent. The scenarios look rigorous.

But the assumptions — growth rates, conversion rates, churn thresholds, cost escalation curves — were set by the people who built the model. The worst-case scenario was defined by someone who needed the model to show acceptable outcomes. When investors ask "why did you assume this?" the answer is usually not documented.

Investors are trained to find exactly this gap. The question they ask is not "how did you build this?" — that question is answered by the model's structure. The question they ask is "why did you assume this?" — and that question requires a different answer.

What we verify

  • Revenue growth assumptions — are they benchmarked against external data, or internally derived?
  • Conversion and retention assumptions — do they hold at the scale the model projects, or only at current scale?
  • Worst-case thresholds — were they set to represent genuine external shocks, or at the level the model can absorb?
  • Interdependency assumptions — does the model treat correlated variables as independent?
  • Timeline assumptions — are the milestone dates connected to operational logic, or optimistic placeholders?

What you receive

A structured verification report identifying which assumptions are independently supportable, which require additional documentation, and which are likely to face challenge during investor due diligence. We do not rewrite the model. We give you the questions before the investor does.

Try the interactive verifier →
02

M&A and Due Diligence Verification

Mergers & Acquisitions Due Diligence

The problem this solves

Acquisition models are built to evaluate a thesis. The deal team constructs a model that tests whether the transaction makes sense under a defined set of assumptions. The risk is that those assumptions were shaped by the thesis itself — by the expectation that the deal should work.

Synergy assumptions, integration timeline estimates, revenue retention post-acquisition, and cost structure projections are all areas where optimism can be structurally embedded in the model without any individual number appearing unreasonable.

What we verify

  • Synergy assumptions — are they bounded by operational logic, or by what the deal requires to clear the hurdle rate?
  • Integration timeline assumptions — are milestone schedules grounded in comparable transaction data?
  • Revenue retention assumptions post-close — what is the documented basis for customer and contract continuity estimates?
  • Scenario independence — do the base, upside, and downside scenarios genuinely represent different assumptions, or the same assumptions at different scales?
  • Key driver sensitivity — which two or three variables would most change the decision if independently challenged?

What you receive

An independent assessment of the assumptions most likely to be challenged by the counterparty, by the board, or by circumstances post-close. Delivered before the decision, when the findings are still actionable.

03

Board-Level Model Integrity Assessment

Board Presentations Capital Allocation

The problem this solves

Capital allocation decisions presented to boards are supported by models built by the management team. Boards are positioned to ask hard questions — but they often receive models whose assumptions have only ever been reviewed by the people who built them.

Governance frameworks increasingly expect that models supporting significant capital decisions have been subject to independent scrutiny. The question is not whether the model is mathematically correct. The question is whether the reasoning underneath it would survive challenge from someone without a stake in the outcome.

What we verify

  • Capital return assumptions — are projected IRR or NPV figures sensitive to assumption changes the board has not been shown?
  • Market size and penetration assumptions — are they independently benchmarked or internally constructed?
  • Competitive response assumptions — does the model treat the competitive environment as static over the investment horizon?
  • Operational assumption consistency — do the cost and headcount assumptions across scenarios reflect genuinely different operating conditions?
  • Presentation-layer alignment — does the executive summary accurately represent the model's actual sensitivity to its key assumptions?

What you receive

A concise assessment of whether the model's assumptions are independently defensible, with specific findings for any assumption that would likely face board challenge. Format is designed to be shared with governance and audit functions if required.

What we do not do

Understanding the boundaries of our work is as important as understanding what it covers.

We do not build models

Our role is independent verification and validation, not model construction. We require a completed model to work from. If you need a model built, we can suggest appropriate resources.

We do not validate outcomes

We do not certify that projections will be achieved. We verify that the assumptions behind those projections are independently documented and defensible.

We do not replace your advisors

Our work is most effective as a layer added to existing advisory relationships — alongside your CFO, your investment bank, or your transaction counsel — not as a substitute for them.

Ready to verify your model?

Tell us about the decision you are preparing for. We will confirm whether and how independent verification would add value.

Start the Conversation →