I build financial models to support your…

investor pitching and fundraising investment valuation  tokenomics planning and design capital structure review investment exit planning and strategy due diligence process business planning asset performance management investment screening and selection cash and credit line management deal execution internal reporting and budgeting reporting to external creditors financial planning and analysis capital expenditure evaluation acquisition financing project finance deal commercial bid pricing structured debt financing public private partnership deal

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*all data in these images are fictional and have been prepared for illustrative purposes only

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*all data in these images are fictional and have been prepared for illustrative purposes only

Click to view in detail

*all data in these images are fictional and have been prepared for illustrative purposes only

Click to view in detail

*all data in these images are fictional and have been prepared for illustrative purposes only

Actionable
Quantitative Insights

A financial model captures your business’ future
seen through its financial accounts.

Its structured calculations allow you
to explore the impacts of different situations on your business outcomes, instantly.

All designs are tailor made in Excel, making them
Easy to use without special expertise.

A financial model captures your business’ future seen through its financial accounts.

Its structured calculations allow you to explore the impacts of different situations on your business outcomes, instantly.

All designs are tailor made in Excel, making them easy to use without special expertise.

How I work
with Clients

01.

Onboarding and scoping

We talk through your situation, clarify your needs and define deliverables

02.

Collection of data

All the information required for project development is gathered

03.

Core model build

The core calculation engine of the model is developed

04.

Dashboard and custom features

Customisations are designed to extract the exact information you need, and optimise the tool for easy use

05.

Training and handover

The completed tool is delivered with training provided to support your use

Industry Use Cases

Financial models can be built for any business.

They can be customised to inform
operational and transactional choices.

All designs are optimised to give you the right fit
for your needs at your growth stage.

Financial models can be built for any business.

They can be customised to inform operational and transactional choices.

All designs are optimised to give you the right fit for your needs at your growth stage.

Screening/DD model

Small Business Lender

Screening/DD model
$ multi-million debt investment
USA

Small Business Lender
Screening/DD model
$ multi-million debt investment
USA

My client is a private debt fund based in the US. They wanted to evaluate an opportunity to invest in a specialised small and medium sized business lender.

The deal aimed to simplify existing creditor obligations, lower the cost of capital, and leave enough spare to finance increased expansion.

I built a model which incorporated the lender’s historical company accounts and loan performance data into an integrated 3-statement proforma covering the loan term.

The model allowed my client to assess the viability of the lender’s growth plans in the context of past performance, and check the investment would provide enough spare capital to achieve these aims.

Financial planning model

Health Foods Producer

Financial planning and analysis tool
£millions in annual sales
UK

Health foods producer
Financial planning and analysis tool
£millions in annual sales
UK

My client owns a number of new health food brands which have earned a settled presence at major UK retail outlets.

To prepare for next phase of growth, I was approached to build them a solution which integrates multiple datasets into a comprehensive company view, and provides enhancements for their planning, monitoring, and management processes.

The final system delivered:
• Higher frequency data reporting, and improved operational responsiveness
• An integrated view of historical accounts, annual budget projections, and rolling forecasts
• The ability to analyse performance by SKU, retail outlet, and other attributes
• The ability to compare budgets and forecasts with results, and identify performers accountable
• Sophisticated VBA automation to minimise time spent on manual spreadsheet actions

VBA Code Review

Renewable Power

VBA code review
Custom bond financing structure
Argentina

Renewable Power
VBA code review
Custom bond financing structure
Argentina

My client is an M&A and PPP advisory firm specialised in renewable power assets in Argentina.

They wanted to repurpose VBA-assisted calculations developed for a prior deal, so that they could evaluate other opportunities using the same kind of financing structure.

Unfortunately, the original code developer from that deal had been working on the lender-side and was no longer available to help. With no documentation or guidance provided in the model or its code, my client approached me to help make sense of it.

I reviewed the code for my client, analysed how it worked, and created explanatory documentation for the advisory team so that they could confidently re-use these tools whenever they needed to advise on opportunities employing the same kind of financing structure.

Seed funding model

AI SaaS App

Seed funding model
Indonesia

AI SaaS App
Seed funding model
Indonesia


My client is a start-up based out of Indonesia with an AI driven SaaS product.

They approached me looking for a financial model to support their seed funding investment round.

I liaised with my client to learn about the unique characteristics of their SaaS venture and understand the messaging they wanted to communicate to potential investors.

I developed an integrated 3-statement model for them and coordinated the design of the dashboard to ensure it met their requirements and key story-points for their pitch.

I trained them how to use the model and guide them in how to use it plan and respond to possible negotiation scenarios.

They secured funding to grow into a 20-strong team and have begun their roll out the app out to Indonesian market.

Series A funding model

Fitness and Leisure

Series A funding model
UK

Fitness and Leisure
Series A funding pitch model
UK

My client is a start-up behind an innovative family-inclusive fitness concept.

I was initially approached to help to develop a model to help them think through and refine their international growth plans.

I sat down with my client to fully understand their business model to develop an integrated 3-way model with a dashboard optimised for their internal discussions and planning.
My client returned a year later, on back of successful business developments. They asked me to repurpose the previous model to prepare for a series A investment pitch to open their first site in the UK.

I made sure all the updated information was incorporated into the new model and that the dashboard was re-optimised for the client’s new purpose. I then provided my client with guidance on how to use the tool to plan for and respond to possible negotiation scenarios.

Subsequent negotiations went well and my client secured a 15-year lease at their first site in the UK, and continues to make progress developing opportunities for their brand on the international stage.

Bid pricing model

Renewable Power

PPA bid pricing models
$1.65 billion enterprise value
Chile

Renewable Power
PPA bid pricing models
$1.65 billion enterprise value
Chile

This was my last project as a full-time employee with Mainstream Renewable Power. I developed flexible models for wind and solar assets at various sites in Chile.

The models were developed to handle complex project financing debt calculations with custom VBA algorithms to back-solve for critical decision variables – something conventional Excel models cannot do.

This high degree of automation allowed us to run simulations on 10 computers without hiring extra labour, and they provided the fast, responsive analysis we needed to refine the bidding strategy under time pressure.

In a newsworthy event, we won seven 15-year contracts for power to be supplied by assets valued at $1.65 billion.

Expert training

Are you an aspiring or seasoned financial modeller?

You may be interested to learn more
advanced techniques and best practices.

My courses will teach you all the skills
I’ve honed throughout the years.

Are you an aspiring or seasoned financial modeller?

You may be interested to learn more advanced techniques and best practices.

My courses will teach you all the skills I’ve honed throughout the years.

What my clients are saying

We have worked with Roderick as our financial modeler for several technical due diligences in the Americas.

He integrated with us like another member of the team. His work has always been very high quality and he supported us through the process answering questions and incorporated the required feedback into the models.

We really like working with him and will continue to do so in the future.

Patricia Darez, Managing Director at 350renewables

Roderick helped us build our first financial model for our pre-seed raise.

Without core financial skills in our founding team it was great to lean on him for some advice and we successfully raised.

Peadar Coyle, Founder & CTO Aflorithmic Labs

Roderick is an easy going person and a ‘World Class’ financial modelling professional.

He understands your complex challenges, and outlines an understandable framework and delivers easy-to-use financial modelling tools.

I would definitely recommend.

Jan Grehn, Founder & CEO, Action Stadium

Roderick’s participation was key to the success of our bidding strategy in the 2016 Chilean Distribution Company Tenders where Mainstream was subsequently awarded 7 PPAs for 3,366 GWhrs of energy.

He had the experience and intellect to build a very complex financial model from scratch and to work with his colleagues from the commercial, development, procurement, engineering and energy analysis teams.

I am happy to recommend Roderick as a competent and hard working professional with extensive experience in the renewables sector.

Bart Doyle, COO, Mainstream Renewable Power

It was a great privilege to work with Roderick.

As a startup, it was crucial for Soyaka AI to build projections for years to come. Roderick built a financial model that was above & beyond of what was expected of us in our early stage. Sharing his excellent work with our potential investors we were able to demonstrate our fiscal maturity.

I highly recommend any startup founder to work with Roderick even at the earliest of stages of their venture.

Sonat Yalcinkaya, Founder & CEO, Soyaka AI

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    Roderick Mckinley © Copyright 2019 All rights Reserved.

    Roderick McKinley, CFA
    Professional Biography

    I’ve always enjoyed numbers, problem-solving, and computers. As a financial modeler I’m lucky to use all three to help entrepreneurs, managers, and investors make better decisions.

    I started my career at Bloomberg researching and modeling industry trends in the renewable energy sector. Eager for some “front-line” transactional experience, I moved into a mergers and acquisitions advisory role, and then provided analytical support to private equity and industrial principals developing renewable energy projects in Latin America. (A natural fit for me as a bilingual Spanish speaker!)

    I was proud to develop the model which priced offers that made a record, headline grabbing win in a Chilean public energy tender in 2016. The contracts we were awarded created the commercial viability to build 1 gigawatt of new renewable energy capacity, valued at $1.65bn.

    During that time I also developed a model to support a complex multi-asset portfolio financing which was recognised in 2017 as “Latin American Renewables Deal of the Year” by Thomson Reuters’ “Project Finance International”.

    Searching for more flexibility and variety in my work, I left to start my own freelance consultancy. I have not been disappointed as it has been an exciting and stimulating experience.

    My clients now hail from a diverse range of industries including: media and entertainment; online marketing; hospitality; health; SAAS; fast moving consumer goods (FMCG); fitness; real-estate; and financial lending.

    Each of these clients were at different stages in their business development, with differing needs. As a result, careful and active listening has become central to my service. I ensure each new client is fully understood, and that the solutions I provide offer the best fit for their needs.

    Renewable energy projects continue to land on my desk too, of course, from clients who value my deep expertise in that area. And so does work from clients active in Spanish-speaking regions who value my language skills.

    When I’m not working on client projects, I am blogging, suba-diving, hiking, or working on my online professional training brand DealMaker, which has so far served over 10,000 students worldwide.