SPREADING THE POWER OF SPREADSHEETS

Our vision is to empower every small and medium enterprise in making business decisions with the power of financial models and technology.

SPREADING THE POWER OF SPREADSHEETS

Our vision is to empower every small and medium enterprise in making business decisions with the power of financial models and technology.

Home

OFFERINGS

Invexstar specializes in Financial Modeling serving more than 50 clients in the US, Europe, Australia, Middle East and India. We serve medium to large sized companies, investment banks, hedge funds, CXOs, and management consultants derive strategic insights with our robust financial models. We create investor friendly financial models that consistently pass investors and bankers. We have best-in-class consultants using best practices in financial modeling and state-of-the-art technology to deliver world-class financial models.

Financial Modeling


AUDIENCE

  • CXOs
  • Entrepreneurs
  • Management Consultants
  • Investment Bankers
  • Hedge Funds
  • Fund Managers

SOLUTIONS

  • Mergers and acquisitions
  • Venture capital funding
  • Strategic transformation
  • Joint ventures
  • Strategic initiatives
  • Business plan evaluation
  • Financial statement review
  • Asset divestiture

BENEFITS

  • Quick turnaround
  • Convince investors of your strategies
  • Do not give up equity more than what is necessary
  • At-a-glance dashboards
  • Deep corporate finance expertise
  • Robust models

Budgeting


AUDIENCE

  • CXOs
  • Entrepreneurs
  • Management Consultants
  • Vice Presidents
  • SVPs in-charge of budgeting
  • Investment Bankers

SOLUTIONS

  • Solid budget projections
  • Rolled up department budgets
  • Dashboards with graphs and charts
  • What if analysis
  • Scenario analysis

BENEFITS

  • Quick turnaround
  • Ground-up and convincing budgets
  • Assess profitability and risk
  • Ability to take end-to-end responsibility
  • At-a-glance dashboards
  • Ability to maintain confidentiality across departments
  • Ability to incorporate Budget Vs Actual
  • Robust models

model audit


AUDIENCE

  • CXOs
  • Entrepreneurs
  • Management Consultants
  • Vice Presidents
  • SVPs in-charge of budgeting
  • Investment Bankers
  • Hedge Funds
  • Fund Managers

SOLUTIONS

  • Complete model audit with business knowledge
  • Stress testing
  • Formula check
  • Readability and presentation audit
  • Accounting check

BENEFITS

  • Quick turnaround
  • Stress test models
  • Reduce model risk
  • Complete audit trail with ability to trace tested assumptions
  • Readability and presentation audit
  • Thoroughness

SAMPLE Financial Modeling PROJECTS

Renewable energy Valuation model

Objective of the project was to build a valuation model for a renewable energy company from France. We prepared comprehensive 20 year projections based on various funding rounds and renewable resource projections. DCF (Discounted Cash flow) method was used to perform the valuation based on free cash flow to the firm for next 20 years.

Payroll Planning Project

Objective of the project was to prepare a headcount and payroll planning for an organization Japan. Most of the businesses have many full time employees as well as seasonal contractors. In such situations, the payroll planning becomes a headache considering various employee benefits. This can pose serious budgeting problems if not handled properly. We developed an intensive payroll planning model to help the management in taking informed decisions.

Hotel Financial Forecasting Model

Objective of the project was to develop a 5-year financial forecasting model for a hotel management business. We developed very detailed financial projections for income as well as cash flow based on various assumptions. Every minute details from room occupancy to room price during various seasons of the year had been considered in order to develop a reliable financial projections. We also enabled a model to perform sensitivity and scenario analysis to fine tune the decision making process.

Why choose us

High Quality Service

High Quality Service

The purpose of business is to create and keep a customer by providing superior customer experience.

Always on time

Always On Time

We always deliver on time what we promise. We never miss a deadline.

The best team

The Best Team

We are all qualified professionals working towards a single goal: “Exceptional service to the client.”

on budget

On Budget

We will make sure that your every penny is spent towards giving you the best work.

WHO WE ARE

Driven by highest ethical and professional standards, Shalin Rabadia has been an expert in Financial Modeling, Excel, Financial Consulting, Business valuation and Financial Tutoring. He strive to achieve excellence in these domains by sheer focus and determination. His exposure to global financial markets along with his CFA certification provides a valuable insight to any business.

Shalin Rabadia has pursued Engineering from Nirma Institute of Technology and prestigious Chartered Financial Analysis (CFA) certification from CFA institute, USA. He worked with Hertshten Group in Bangalore for 6 years and was involved in trading in Financial Markets. Hertshten Group is the highest volumes generating proprietary trading firm worldwide and has offices across the globe. In 2016, Shalin has switched a career to take an Entrepreneurship role in building INVEXSTAR.
 

Upwork Profile: https://www.upwork.com/fl/shalinr

CERTIFICATIONS

Chartered Financial Analyst – CFA (www.cfainstitute.org)

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation.

CFA charter demonstrates the knowledge, skills, and experience needed for investment analysis and management in today’s dynamic global markets. A comprehensive, global view and up-to-date practical skills give CFA charterholders the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.

TESTIMONIALS

Request a quote

Free and No Obligation

 

We usually respond within 8 business hours

request a quote

Name (required)

Email (required)

Subject

Description

Attachment