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Performance monitoring

With our financial modelling expertise supported by advanced data analytics, we can provide you with the tools to assess and optimise your assets and portfolio performance.

Financial models are at the heart of what we do. But it’s not just about building exceptional, easy to use models - we focus on the project, not just the spreadsheet. Our deep understanding of transactions, our clients' needs, the context of the deal and the complexity of the transaction, drives our approach and enables our clients to better understand their business, manage uncertainty and optimise returns.

Financial modelling

Our simple, transparent and easy-to-understand financial models serve multiple purposes: ongoing monitoring of the performance of an asset/business, accurate forecasting of operational cashflows, reporting project health to stakeholders, including lenders and shareholders, sensitising key variables and being able to analyse the impact. We have built 1000+ operational models.

Portfolio monitoring

Using our top-down portfolio models that extract key information from asset models and consolidate the cashflows, we help you track each asset in the portfolio across a common set of financial measures​, helping you understand the value and risks across specific assets or the portfolio as a whole, visualising the impact of changes in macro environment / sensitivities​.

Data analytics

Our models incorporate a wide range of scenarios and sensitivities. With flexibility embedded in our models, we can assess various factors impacting performance of the asset or portfolio. To bring insight and clarity to your projects, we utilise PowerBI to develop visual dashboards of key outputs from the various scenarios for easy comparison.

Management reporting

Actionable and regular reporting provides transparency of the key financial and non-financial performance metrics. Easy to access, visual reports collate the data from internal systems, spreadsheets, third party sources for effective management reporting.

Business planning modelling

All businesses need to plan for a range of scenarios and strategies. A robust and intuitive model allows these scenarios to easily be set up and the results on the key business metrics analysed, without time spent ‘fighting against’ the model.

Training

(Modelling, Data analytics)

We regularly provide financial modelling and project finance training to banks, funds and project sponsors. Typical training is structured around three core skill areas: Excel/financial modelling, project finance and project analysis. Training is tailored to your teams needs and encompasses a mixture of lectures, discussion sessions and practical examples.  

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Our added value

We make the complex simple - regardless of the asset, entity structure or geography. We focus on the project, not just the spreadsheet.

We organise large and complex data into a structured information resource, and in return provide you with visually impactful and action oriented insights to improve performance, save you time and give you confidence to make better, more informed decisions. 

Model-build approach and structure is tailored to your project and your stakeholders’ needs, however, all our models are easy to update, analyse and navigate, using short workings that are intuitive to follow.

Experience of 1,700+ modelling mandates across variety of sectors in the last two decades allows us to anticipate issues before they manifest.

Our clients
Milton Keynes project testimonial

“Amberside Advisors created a fully customised operational model to track, monitor and forecast the performance of our investment portfolio and our financial sustainability. Amberside understood the project, and what we were trying to achieve which enabled them to provide the right financial model for our needs.  This included bespoke modelling of our business/non business VAT methodology and modelling of different investment asset classes. They designed a well-structured, easy to review model and dashboard to help us manage our project, and help us establish what we need to achieve to meet our targets. We look forward to working with them in the future.”

Jeremy Godfrey, Finance Director, Milton Keynes Parks Trust Limited

Project examples

Amberside Advisors

Financial modelling and scenario analysis for a data centre investor

Amberside Advisors supported a global top tier institutional investor, by preparing a forecasting financial model for their portfolio of three data centres, with a new 32MW+ site in western Europe currently under construction.
Amberside Advisors

Collaboration with innovative Lefdal Mine Data Centers in Norway

Amberside Advisors has been instrumental in providing Lefdal Mine Data Centers, a unique award-winning data centre located in an old mine in Norway, with refinancing advisory support and operational model build.
Amberside Advisors

Amberside Advisors supports Equisisk's €250M Irish care homes development

Amberside Advisors was entrusted with building and refining the project’s financial and operational model, forecasting from Financial Close through to construction and up to the projected end of operations.
Meet the experts
Alan Samuels, Director at Amberside Advisors

Alan Samuels

Director

Nazim Uddin, Director at Amberside Advisors

Nazim Uddin

Director

Robert Caroline, Senoir Manager at Amberside Advisors

Robert Caroline

Senior Manger

John Mitchell, Manager at Amberside Advisors

John Mitchell

Manager

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