The firm
A registered valuer and a team of five analysts prepare valuation reports for fundraising and regulatory purposes, and financial due diligence for investors.
What made the work hard
- Engagements grew beyond their quoted scope: extra scenarios, extra entities.
- Information requests ran over email for weeks.
- Senior time was spread thin across overlapping deadlines.
How they set up MSMEPulse
- Chose Valuation & Transaction Advisory at signup, with templates for valuation reports, financial due diligence and business plans.
- Staged each engagement's fee: on signing, on the draft, and on the final report.
- Used the client checklist for the information request list.
The templates for Valuation & Transaction Advisory in MSMEPulse: Business valuation report, Financial due diligence, Business plan and financial model.
A typical month
Each new mandate starts from a template with its stages and an information request list. The client uploads financial statements and projections through the portal, and the team tracks what's outstanding. Hours by stage show when an engagement is running over, so the partner raises scope changes early. Each stage is invoiced when it's reached.
What changes
- Information requests tracked item by item, with a clear record of what's late.
- Staged fees keep cash coming in on long engagements.
- Hours against each stage show which engagements need a scope conversation.
See it with your own industry
Sign up, choose your industry, and install sample data from Settings. You'll get a realistic business like this one, with projects from your industry's templates, clients, timesheets and invoices, to explore before adding your own records.
