​What are the benefits of financial modelling in Excel?

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Using Excel for financial modeling offers several advantages over dedicated software solutions, including transparency, accessibility, flexibility, and cost-effectiveness.

Excel's flexibility allows for highly customizable models that can be easily adapted to changing needs. Its widespread use and familiarity across industries facilitate easy collaboration without requiring extensive long-term training.

Excel integrates well with other tools, allowing seamless data import/export and compatibility with Microsoft Office applications. It offers advanced features like built-in functions, data analysis tools, and visualization capabilities. Excel is cost-effective, supports automation through Macros and VBA, and provides robust scenario analysis and error-checking tools. 

The ease of customization within Excel allows different users to take over the model and make modifications instead of relying on a service provider to make those updates.

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Do you provide solutions for other sectors outside real estate?

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While our extensive experience is in supporting the real estate investment sector, we are happy to offer our services in other sectors if we believe we can add value. Please contact us to discuss further.

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If we already have our own model which just requires improving, would that be a solution provided by Qlarity?

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Yes, definitely. Please contact us to discuss.​​​

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What is the process of establishing the scope, cost and timeframe for a modelling project to be completed with Qlarity?

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Overview of Our Consulting Process:

Free 30-Minute Consultation: We offer a complimentary 30-minute consultation to explore your initial needs and determine how Qlarity can best support your objectives. This session allows us to discuss your challenges at a high level, answer any questions you may have, and ensure that our services align with your expectations before moving forward.

In-Depth Analysis and Stakeholder Engagement: Following the free consultation, we initiate a comprehensive discussion to thoroughly understand your consulting goals, organizational structure, and current challenges. This phase allows us to tailor our approach to your specific needs and set clear expectations for the process ahead. We engage in deeper discussions to fully grasp your internal challenges, objectives, and potential barriers to success. This may include on-site visits, interviews with key stakeholders, and a detailed review of relevant documentation to ensure a clear and holistic understanding of the issues at hand.

Proposal Development: Based on the insights gained during our analysis, we develop a detailed proposal tailored to your unique situation. This proposal outlines specific goals, customized solutions, the scope of our support, an implementation timeline, and a transparent cost structure. We also address potential risks and include mitigation strategies to ensure all aspects are covered.

Implementation: Once the proposal is agreed upon and the contract is finalized, we move forward with the implementation phase. Our team works closely with your organization to execute the proposed strategies, ensuring that all activities align with the agreed-upon plan. We provide hands-on support, including project management, training, and resource allocation, to ensure seamless execution.

Performance Measurement and Analysis: After implementing the strategies, we conduct performance measurements to assess how our models and services have contributed to your objectives. Based on these findings, we recommend follow-up actions, adjustments, and future improvements to optimize results.

Operational Management and Continuous Improvement: To ensure long-term success, we offer ongoing support for the internal integration and management of the implemented strategies. Our team provides guidance on sustaining effectiveness, addressing any new challenges, and making necessary adjustments to keep the strategies aligned with evolving business needs. Regular follow-ups and feedback loops ensure continuous improvement and adaptability to changing market conditions.​
 

Can you help with templates for investment and management reporting (other than cash flow modelling) and other types of reporting?

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Yes, we can help create or improve any Excel templates for analytics and reporting. Please visit our Services page to learn more. 

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Do you provide excel automation?

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Yes, we do. This type of automation is most useful when you have multiple files in the same format that need to be updated at the same time, or when you want to extract data from multiple files and use them in a single file for fund and portfolio analytics or portfolio rollup as an example.

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Does Qlarity provide post-service training and/or maintenance?

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Yes, we do. We can discuss in detail during the scoping phase of your project.​​​​

 

Do you have a satisfaction guarantee policy?

 

Within an agreed-upon scope between Qlarity and our clients, we ensure satisfaction with our finished template has been achieved before we receive the final payment.