How We Work

Every model is unique, but the approach is the same. Seven stages from inquiry to delivery and ongoing support. On this page — the content of each stage, your involvement, and the expected outcome.

Seven steps

The sequence of stages is the same for a catalog model and custom development. The scope and timelines differ, but not the process.

Step 01

You

Choose a model or brief

What we do

We receive your inquiry from the website or a brief for custom development. The format is flexible — there are very few required fields.

What we need from you

Choose a model from the catalog, select the options you need, and describe your project in free form: what needs to be modeled, for whom, and in what format. If no suitable model is found — fill out a brief for custom development.

Step result

A recorded inquiry with a basic understanding of the task.

Step 02

Together

Confirmation and analysis

What we do

Once we receive your inquiry, we confirm that we have taken it on. We conduct the analysis together with you, asking clarifying questions about the project. Based on the results, we prepare a proposal.

What we need from you

Readiness to answer clarifying questions in writing.

Step result

A proposal: model scope, timelines, cost, and options.

Step 03

Together

Proposal approval and prepayment

What we do

Once the proposal is approved, we issue an invoice for 100% prepayment. We sign a contract and NDA. Work begins after payment is received.

What we need from you

Careful approval of the model scope and payment of the invoice. Appointment of a coordinator on your side — a person we will work with on day-to-day matters and who gathers information for the model.

Step result

Signed documents, payment received, coordinator appointed. Work has started.

Take the proposal approval seriously

Before work begins, adding an item to the model scope is free or requires a small surcharge. After work has started, the same item costs significantly more — part of what has already been built needs to be reworked. Everything you want in the final model should be locked in at this stage.

Step 04

Together

Data requests

What we do

During the project, we send targeted requests for data: bank statements, contracts, price lists, accounting system exports, historical performance figures.

What we need from you

The coordinator gathers the requested materials on your side and sends them to us. If certain data is unavailable — we note it and work with industry benchmarks instead.

Step result

All input data is in work. The model is populated with your real numbers, not defaults.

Step 05

Together

Written alignment

What we do

Depending on project scale, we conduct written alignment check-ins via email or messenger — typically on large projects. We verify the direction of work: which parameters to adjust, which decisions to make.

What we need from you

Participation of the coordinator, and if needed — the decision maker on the client side (owner, CFO, model recipient).

Step result

Documented decisions on key choices before they become rework.

Step 06

Model delivery

What we do

By the time of delivery, the model is fully populated with the data you provided. We hand over the Excel file, an explanatory note, and a presentation (if included in the scope). We conduct a model walkthrough: demonstrating the structure and how to work with the key parameters.

What we need from you

The model recipient at the walkthrough — owner, CFO, investor. Readiness to ask questions.

Step result

Final files and the model walkthrough. A recording of the walkthrough is available upon request.

Step 07

Acceptance and support

What we do

After delivery, we send an acceptance certificate. For six to twelve months, we provide advisory support: answering questions and addressing feedback from the model recipient (bank, investor, committee).

What we need from you

Signing the acceptance certificate. The line of communication with the coordinator is maintained throughout the support period.

Step result

Model support for 6–12 months at no additional cost.

What's the same for all projects

These items do not depend on the model chosen, the industry, or the project size — they are fixed for every engagement.

1100% prepayment upon proposal approval — invoice issued after scope is signed off

2A designated coordinator on your side for the duration of the project

3Written alignment check-ins on large projects

4By delivery, the model is fully populated with your real data

5Advisory support for 6–12 months after delivery

If the project scope changes significantly

Minor adjustments within the agreed scope are covered by support. In case of significant changes to the inputs — a change of model recipient, strategy, business model, or regulatory requirements — and the need to rework part of the model, the scope of changes is assessed separately and formalized as an additional proposal.