For Advisors
SaaS Revenue for Your Firm
Modano provides your firm with new high margin SaaS style revenue streams while also empowering your clients with real time clarity and control over their businesses.
Modano equips your firm with the technology, skills and experience we’ve garnered over the past two decades while building one of the world’s most successful premium financial modeling organizations.
We work with investment banks, private equity firms, hedge funds, accounting firms and startup advisors to streamline your financial modeling. Your firm is then able to service more clients at more affordable rates, while maximizing fee margins and building deeper strategic relationships with your clients.
Modano’s Services business is a testament to the success of this business model, having been a multi-million dollar, high margin, cash flow positive business since its inception in 2002.
The future of financial advisory
Modano’s One Model® Technology allows your firm to efficiently provide rolling, integrated, customized 3-way models to your clients, live linked® directly to their accounting packages.
The demand for this capability is high and ever-increasing, and the ongoing nature of this service allows your firm to derive more regular and consistent fees from clients, which reduces your firm’s dependence on lumpy, high risk, transaction-specific services.
The provision of real-time ongoing financial modeling services also provides your firm with a competitive advantage when your clients mandate advisors for transaction advisory roles, as you will already have a deep strategic relationship with their business.
Deals Modeling
Modano has more than two decades of experience working alongside advisors on everything from startups to multi-billion dollar transactions.
Most advisors, including the world’s largest investment banks, have not significantly improved the financial modeling component of their services since Microsoft Excel became the industry standard. Modano now provides the opportunity to do this without losing the familiarity and flexibility of Excel.
To streamline your firm’s deals modeling capability, our Services team works closely with your team to build your firm its own library of modular scalable dynamic templates, which replace your static templates and reduce bespoke transaction modeling build time and risk by 50% - 95%.
Whether your firm builds restructuring, M&A, LBO or project finance models, there is no process we can’t help you dramatically streamline.
New High Margin Revenue
Business advisory services are relatively high-margin services, often achieving margins of 20% - 40%. For even a small firm with 300 clients and 10% - 20% uptake, this can result in additional profit more than $108k - $216k per year.
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Assuming a time saving from implementing spreadsheet standardization, review and automation systems, the organisation’s annual cost saving will be .
Get Started
Modano tailors an implementation package to meet your firm’s specific requirements, allowing for your preferred level of investment, both initially and over time.
The two most common Modano advisory arrangements differ depending on the extent to which your firm wants to be involved in building models for your clients.
Option 1. Your Firm collaborates with Modano.
Modano becomes your firm’s financial modeling capability, with Modano’s Services team working alongside your team to execute client mandates.
This arrangement allows your firm to immediately derive new financial modeling-based revenue streams with minimal time and cost investment.
Option 2. Modano empowers Your Firm.
Your firm leverages Modano’s financial modeling technology to provide higher quality, higher margin financial modeling-based services to your clients.
Modano provides your firm with a comprehensive implementation program comprised of training, assessment, certification, and initial model scoping and build support.
