--- title: Insights + Modelling --- [![](https://thetaglobal.co.uk/hs-fs/hubfs/RGB%20Logo%20White%20BG.jpg?width=200&height=133&name=RGB%20Logo%20White%20BG.jpg)](https://thetaglobal.co.uk?hsLang=en-gb) - [HOME](https://thetaglobal.co.uk/) - [ACCOUNTING ADVISORY](https://thetaglobal.co.uk/accounting-advisory) - [DEAL ADVISORY](https://thetaglobal.co.uk/deal-advisory) - [INSIGHTS + MODELLING](https://thetaglobal.co.uk/im) - [RISK & RESILIENCE](https://thetaglobal.co.uk/risk-resilience) - [ABOUT](https://thetaglobal.co.uk/about) - [CONTACT](https://thetaglobal.co.uk/contact) [![](https://thetaglobal.co.uk/hs-fs/hubfs/RGB%20Logo%20White%20BG.jpg?width=200&height=133&name=RGB%20Logo%20White%20BG.jpg)](https://thetaglobal.co.uk?hsLang=en-gb) - [HOME](https://thetaglobal.co.uk/) - [ACCOUNTING ADVISORY](https://thetaglobal.co.uk/accounting-advisory) - [DEAL ADVISORY](https://thetaglobal.co.uk/deal-advisory) - [INSIGHTS + MODELLING](https://thetaglobal.co.uk/im) - [RISK & RESILIENCE](https://thetaglobal.co.uk/risk-resilience) - [ABOUT](https://thetaglobal.co.uk/about) - [CONTACT](https://thetaglobal.co.uk/contact) [✕](https://thetaglobal.co.uk/im#atbs-offcanvas-primary) search [✕](https://thetaglobal.co.uk/im#atbs-offcanvas-mobile) [![](https://thetaglobal.co.uk/hs-fs/hubfs/RGB%20Logo%20White%20BG.jpg?width=200&height=133&name=RGB%20Logo%20White%20BG.jpg)](https://thetaglobal.co.uk?hsLang=en-gb) - [HOME](https://thetaglobal.co.uk/) - [ACCOUNTING ADVISORY](https://thetaglobal.co.uk/accounting-advisory) - [DEAL ADVISORY](https://thetaglobal.co.uk/deal-advisory) - [INSIGHTS + MODELLING](https://thetaglobal.co.uk/im) - [RISK & RESILIENCE](https://thetaglobal.co.uk/risk-resilience) - [ABOUT](https://thetaglobal.co.uk/about) - [CONTACT](https://thetaglobal.co.uk/contact) #### EXPLORE MORE [Follow us on Facebook](mailto:info@ThetaGlobal.co.uk) [Follow us on LinkedIn](https://www.linkedin.com/company/thetafr/) [Follow us on Twitter](https://twitter.com/Chris_Biggs_TFR) [![](https://thetaglobal.co.uk/hs-fs/hubfs/RGB%20Logo%20White%20BG.jpg?width=200&height=133&name=RGB%20Logo%20White%20BG.jpg)](https://thetaglobal.co.uk?hsLang=en-gb) - [HOME](https://thetaglobal.co.uk/) - [ACCOUNTING ADVISORY](https://thetaglobal.co.uk/accounting-advisory) - [DEAL ADVISORY](https://thetaglobal.co.uk/deal-advisory) - [INSIGHTS + MODELLING](https://thetaglobal.co.uk/im) - [RISK & RESILIENCE](https://thetaglobal.co.uk/risk-resilience) - [ABOUT](https://thetaglobal.co.uk/about) - [CONTACT](https://thetaglobal.co.uk/contact) SERVICES ### Insights + Modelling Our 'Insights' team enable clients to create valuable insights from their existing data, improve data analysis and data reporting. Our 'Modelling' team develop and prepare comprehensive and interactive models for clients forecasts, projections, results analysis, working capital models and valuations (including share options, intangibles, goodwill etc). ![logo4](https://thetaglobal.co.uk/hubfs/logo4.svg "logo4") We specialise in... ### Insights Extract, convert and combine data from multiple disparate sources enabling clients to derive the most value from their data. ### Data Management: - Data Warehouse Design & Deployment - Business Intelligence Readiness - Process Automation - Data extraction, transformation & load (ETL) - Enhanced Data Reporting - Data Extraction & Acquisition ### Data Visualization Reporting: - Dedicated Reporting Platform - Time Series Analysis - Power BI Reporting - Embedded Informed Decision Making ### Insights & Strategy - Informed Operational Decision Making - Strategic Analytics Partnering - Reconciliations, Risk Assessments, Gap Analysis ### Performance Management & Workflows: - KPI dashboards & scorecards - KPIs using automated workflows, escalations & alerts - Power Automate automated workflows ### Modelling Design and build innovative, agile and accessible models and solutions, with powerful analytical capabilities that can bring insights and clarity to client's business. ### Valuation Modelling: - Share Option Modelling - Purchase Price Allocation - Fair Value Modelling - Impairment Modelling ### Financial forecasting & budget modelling: - Financial Standard Adoption - Financial Planning & Analysis - Environmental, Social, Governance (ESG) - Operational Decision Making - Budgeting & Going Concern - Extending Model Capabilities ### Deal Advisory Modelling: - Historic Financial Information - Working Capital Modelling - Stress Testing - Roadshow Readiness & Due Diligence Support - Business Valuations ### Review, Fix and Enhance Models: - Model Review & Recommend - Model Refresh & Repair - Model Migration ## A few examples of our credentials: ### AIM Listed Utilties Group Free / month Requirements: Share option valuations Our Services: IFRS 2 Share option valuation approach development IFRS 2 Share option valuation (Black & Scholes model) ### PE Backed Media Group Free / month Requirements: Capital raise rounds Our Services: Business plan and forecast model creation Forecasting and projection preparation Working capital modelling ### Global B2B Group Free / month Requirements: Share option valuations Our Services: IFRS 2 Share option valuation approach Black Scholes model development Monte Carlo share valuation simulation ### FTSE 250 Manufacturer Free / month Requirements: $130m Class 1 Acquisition Our Services: Working capital model creation Working capital modelling (stressed scenarios) for prospectus statement ### Global Consulting Firm Free / month Requirements: IPO Working Cap & forecasts Our Services: Model creation Business plan modelling Data analysis for long-form report & 'equity story' Working capital modelling (stressed scenarios) ### Global Logistics Group Free / month Requirement Power BI dashboards & Insights strategy Our Services: Development Power BI dashboard and KPIs Natural language Q&A interrogation ability 'What-if' scenario analysis ### High Growth Automotive Group Free / month Requirements: Lease modelling Our Services: Creation of lease model Data collation, analysis and cleansing Data input and testing ### Real-Estate Management Group Free / month Requirement Financial statement preparation process improvements Our Services: Automated consolidation models Data-visualisation dashboards ### Asset Management & Crypto Group Free / month Requirement Performance forecasting models Our Services: Developing adaptive forecasting model Modelling complexities of performance fees Scenario analysis based on performance fees ![Website Footer Logos (2)](https://thetaglobal.co.uk/hubfs/Website%20Footer%20Logos%20(2).png) #### Contact - +44 (0)20 3918 5941 - [info@ThetaGlobal.co.uk](mailto:info@ThetaGlobal.co.uk) - [Deals@ThetaGlobal.co.uk](mailto:Deals@ThetaGlobal.co.uk) - [Insights@ThetaGlobal.co.uk](mailto:Insights@ThetaGlobal.co.uk) - [Accountancy@ThetaGlobal.co.uk](mailto:Accountancy@ThetaGlobal.co.uk) - [Risk@ThetaGlobal.co.uk](mailto:Risk@ThetaGlobal.co.uk) #### Navigation - [HOME](https://thetaglobal.co.uk/) - [ACCOUNTING ADVISORY](https://thetaglobal.co.uk/accounting-advisory) - [DEAL ADVISORY](https://thetaglobal.co.uk/deal-advisory) - [INSIGHTS + MODELLING](https://thetaglobal.co.uk/im) - [RISK & RESILIENCE](https://thetaglobal.co.uk/risk-resilience) - [ABOUT](https://thetaglobal.co.uk/about) - [CONTACT](https://thetaglobal.co.uk/contact) ##### Unlock exceptional. To access our blogs, please complete the form below. [Follow us on LinkedIn](https://www.linkedin.com/company/thetafr/) [Follow us on Twitter](https://twitter.com/Chris_Biggs_TFR) [Follow us on Facebook](mailto:info@ThetaGlobal.co.uk) [whatsapp icon](https://api.whatsapp.com/send?phone=4402039185941&text=I'd%20like%20to%20know%20more%20about%20Theta) © Theta Global Advisors LLP. All Rights Are Reserved © Theta Global Advisors, Theta Financial Reporting and Theta are trading names of Theta Global Advisors LLP, a partnership registered in England and Wales. Registered number OC433377. Registered Office: Mortlake Business Centre, 20 Mortlake High Street, London, SW14 8JN. Theta holds professional indemnity insurance which is in accordance with the applicable requirements of the ICAEW. Our insurance is underwritten by QBE Insurance Group (QBE) Plantation Place, 30 Fenchurch Street, London EC3M 3BD. The territorial coverage is worldwide excluding the United States of America or Canada and excludes any action for a claim brought in any court in the United States or Canada.