How we work
Formulate. Build. Test. Validate. Use.
Datatricx treats a financial model as an analytical system, not a decorated spreadsheet. The work begins with the economic question and ends with a transparent, tested and documented model.
Our six-stage model-development method.
Each stage creates a traceable connection between the financial question, quantitative method and final decision output.
01
Formulate
Define the decision, model users, objective, variables, constraints, horizon, outputs and acceptance criteria.
02
Specify
Map financial relationships, cash flows, states, dependencies, data requirements and conventions.
03
Build
Implement the engine with clear separation of inputs, calculations, controls and outputs.
04
Quantify uncertainty
Use sensitivities, scenarios, simulation, optimisation or decision trees where they improve representation.
05
Validate
Test formulas, identities, units, signs, timing, edge cases, reconciliation and reasonableness.
06
Translate and transfer
Explain implications, document limitations, hand over the model and define its governance.
Engagement formats.
The work can stand alone or form a specialist quantitative workstream within a wider engagement.
01
Model diagnostic
A focused assessment of the question, existing tools, data gaps and required architecture.
02
Model build
First-principles development of a transparent quantitative model or decision tool.
03
Independent review
Testing logic, formulas, assumptions, timing, sensitivities, controls and fitness for purpose.
04
Uncertainty module
Adding scenario, stress, simulation or optimisation capability to an existing model.
05
Decision output design
Translating model results into committee, board, trustee or family-governance materials.
06
Embedded support
Defined model-development capacity for a transaction, project or decision cycle.
Send the modelling problem, not a perfect specification.
A short description of the financial question, users, timing, existing model and available data is enough for an initial conversation.