Insights
Show the evidence. Explain the method. Test the conclusion.
Articles, technical notes, case studies and models that expose the analytical structure behind consequential financial decisions.
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Decision. Method. Evidence.
The spreadsheet is rarely the hardest part. The harder problem is putting the correct analytical structure around the decision before calculation begins.
Articles
First-principles explanations of modelling intuitions that are reasonable, but incomplete or wrong.
Technical Notes
Implementation detail, model architecture, testing, assumptions and analytical guardrails.
Cases & Models
Decision context and working quantitative evidence that make the method inspectable.
Featured Insight
Financing the Asset Is Not the Same as Valuing the Investment
A project can be easy to finance and still be a poor investment. It can also be an attractive investment but difficult to finance. A model that cannot distinguish those conclusions is not yet ready to support a capital-allocation decision.
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Applied modelling judgement.
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Article
Financing the Asset Is Not the Same as Valuing the Investment
A project can be easy to finance and still be a poor investment. It can also be an attractive investment but difficult to finance. A model that cannot distinguish those conclusions is not yet ready to support a capital-allocation decision.
Read full articleStart with the decision
Bring us the financial decision.
Tell us the question, intended users, constraints and evidence already available. We will help put the right analytical structure around it.
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