FINANCIAL MODEL AUDIT SERVICES

Pivotal180 provides model audit services. Speak with us to discuss the needs of your organization.

TRUST YOUR MODEL AUDIT WITH THE MOST EXPERIENCED PROFESSIONALS IN THE MARKET

Pivotal180 specializes in Project Finance Modeling via an Online Self-paced Training, Tailored Training, Public Live Streaming and Model Audit and Advisory services.

Our experienced team members have decades of transaction and investment experience working with all of the biggest market players. Our global modeling qualifications include a wide range of deal types and sizes spanning all sectors of the Infrastructure & Energy markets, including Transport, Social Infrastructure, Renewable Energy, Mining, Water, Oil and Gas projects, and more.

We have already partnered with a large number of key players, including: Clearway, Nomura, BluEarth, Macquarie, National Bank of Canada, CohnResnick, Macquarie, Manulife, Shell, Apollo, InfraRed, Siemens, and multiple international government agencies.

Our team leverages decades of transaction and investment experience into consulting assignments ranging from financial modeling consulting services to deal structuring, pricing, transaction documentation, workouts, restructuring, litigation support and model audit services.

In every engagement, we strive to include coaching and mentorship to help our clients deepen their skills and understanding.

OUR METHODOLOGY

Our model audit process will pair you directly with an experienced professional to ensure the highest level of attention and communication. Each audit takes roughly (2-4) weeks depending on the size and scope of your model, and will include four iterations.

Our methodology utilizes a combination of cell-by-cell model audit, high-level review, and replication of key elements of the model.

WHY ENGAGE PIVOTAL180

Our team is differentiated from other firms in that it is anchored by finance professionals with decades of experience leading transactions as principal investors and advisors. We are intimately familiar with the transaction execution process as well as how to view transactions from the perspectives of the various parties, including developers, equity investors, and lenders.

Our team engages a wide range of consulting assignments ranging from financial model audit, review and model build, to deal structuring, pricing, transaction documentation, workouts, restructuring, and litigation support.

On every engagement, we strive to include coaching and mentorship to help our clients deepen their skills and understanding.

For more information or to request a proposal, please contact Kim Kingston: kim@pivotal.com or complete the contact us form on this page

OUR MODEL AUDIT METHODOLOGY

1. An Experienced Team

Experienced team – your project manager will be one of the most experienced model auditors in the market.

We don’t outsource all of the work to new analysts around the world.

We have worked across renewables, infrastructure and mining.

Our team are not just coders. We have been advisors and consultants to some of the world’s leading firms. We understand the big picture.

Having led transactions and made investments, our team truly understands risk. We understand financial models and risk better than anyone else in the market.

2. Global Resources

With offices in New York, London and Sydney. We work overnight across time zones to deliver model audits quicker than our competitors.

3. Our Methodology

We utilize a combination of cell-by-cell, high-level review, and replication of core elements of the model to give you the most assurance possible. and provides a flexible and robust process.

As experienced financial modelers we are also able to identify outputs that do not match with commercial expectations.

4. Our consultative Approach

We communicate pro-actively, helping you to work through issues and offer suggestions throughout the process.

We talk to our clients on a regular basis to ensure any issues are resolved efficiently and effectively.

We believe in a collaborative approach so we truly understand and meet our clients' expectations.

5. Model audit process

More specifically, the Model Audit process is spearheaded by Haydn Palliser and takes roughly (2-4) weeks with four iterations.

We utilize a combination of cell-by-cell model audit, high-level review, and replication of key elements of the model.

We use experienced team members, rather than outsourcing the work to inexperienced analysts.

The rates are highly competitive and calculated by the size of the model and the number of inputs.

Testimonials

The course was very well presented, and done in a way that really explained the logic and concepts behind the model as well as creating the model itself. Also really great to pick up a lot of good tips about best practice modelling. The online materials are also a really good base for the in class learning.

Hoping to be able to do a bit more of your classes going forward.

Ryan James (CBA) on Renewable Energy Project Finance Modeling February 2023 In-Person Sydney

Really appreciate the service Pivotal180 provides and how helpful it’s been to my understanding – what a terrific product you’ve put together.

Jack Brown on Renewable Energy Project Finance Modeling December 2022 In-Person New York

Detailed and pedagogical!

As someone new to finance, this course was a bit like drinking out of a fire hose. I think this course is perfect with someone who has a basic foundation in Excel and finance and wants a more detailed understanding. Still, I was super impressed by the attention to detail for each lesson and the amount of information contained.

Malkie Wall on Renewable Energy Financial Modeling (Online)

Rated 5 out of 5

Excellent course

Complete breakdown of the financial model into great detail, with excellent lessons and examples. Even though the material can be quite dry, lessons were given in a very engaging and even fun way. Loved the occasional jokes, will definitely recommend!

Sander Maebe on Renewable Energy Project Finance Modeling (Online)!

Rated 5 out of 5

Haydn was brilliant, and I don’t throw that out lightly.

I teach, do seminars, and SME for many clients and have pretty high expectations – not many people could have kept me positively engaged for 10 sessions. The material is exceptionally well organized to tie-in the “model building” with the “model thinking” which is challenging for the complexity of the material.

Vincent Divita on Renewable Energy Financial Modeling (Live Streaming May 2022)!

Great course for new & experienced TE modelers

Thanks Haydn and team for the great course. Even with several years of TE experience, I still found the lesson plan valuable.

Connor Malone on Tax Equity Modeling (Online)!

Rated 5 out of 5

Excellent course to understand financial modeling for utilities tariff

This is one of the best practical clear and understandable course. The trainers are competent and pedagogical

Charly Gatete on Financial Modeling for Utility Tariff Setting 2022!

Rated 5 out of 5

It is the most comprehensive project finance course I have ever done. Thank you so much for the opportunity.

Oluwatosin Omisakin on Renewable Energy Project Finance Modeling (Online)!

Rated 5 out of 5

Informative and easy to follow

I already have several years of experience in renewable energy modelling, but I still found that Pivotal180 training included several tips & tricks along the way (esp. regarding model set up and design) that I will incorporate into my own work. I also thought the lectures strike a good balance between the “why” we need to know about the underlying details of a project and “how” we translate that into a model; e.g. being able to set up and size a term loan correctly.

Connor Malone on Renewable Energy Project Finance Modeling (Online)!

Rated 5 out of 5

The Renewable Energy Project Finance Financial modeling course was very good. I enjoyed the format and the ability to interact with lecturers. Hendrik Blommestein on Renewable Energy Project Finance Modeling (Online)!

Haydn and Dan’s Renewable Project Finance modeling course was great. The course, and in particular, Dan and Haydn’s knowledge and experience exceeded our expectations. We look forward to taking another course! Brian Graff Chief Executive Officer Energy Acuity

“The Pivotal 180 energy financial modeling course was incredibly valuable, it was perfectly paced; slow enough that I could model and take thorough notes but not too slow to be boring. The instructors were comprehensive and answered all questions including after class follow-up. I highly recommend this course.”
– Director, Energy & infrastructure Investments, Siemens Financial Services.

“The content is very relevant and structure is easy and digestible. I asked a question on the forum and got a response straight away!”

Leigh Barrow on Renewable Energy Project Finance Financial Modeling Online Course

Congratulations Daniel Gross, Haydn, Alison, and the rest of the Pivotal180 team. I just completed the renewable energy project finance course, and if the new tax equity course is anywhere close to that quality, I’d highly recommend it to anyone interested. The project finance course was fantastic – a practical, detailed overview that teaches every aspect of modeling. Great work to all involved! Excited to see what else you have in store. Mark Fowler, Director of Government Relations at Ameresco

I absolutely loved the RE Project Finance Modeling course, and leveled up my modeling skills much more quickly than I have through any other course. Dan and Haydn are incredibly clear and thorough, so true beginners will benefit, but the course moves quickly and I have a much more in depth knowledge of the topics I though I’d covered prior to this course. Though I typically prefer in-person courses, I’m now a convert to the online format as it allows for self-pacing, and there’s no chance of falling behind because you missed what the instructor was saying. Looking forward to the next Pivotal180 course I can sign up for! Fiona Wilson Clinton Foundation

I am extremely happy with this course and the simplified, step-by-step presentation from the Pivotal 180 team. The material is directly applicable to projects I work on, and it has helped expedite my transition into the investments side of the business. I’d highly recommend it to anyone looking to improve their financial modeling skills!

We recently engaged Pivotal 180 to provide us with Tax Equity Modeling online training. This training was given to select members of our team in financial reporting, tax, finance and development.
We recommend the online training services of Pivotal180. Pivotal 180 provides quality educational programs; the thorough explanations, detailed explanations of calculation and well-structured training allowed for one to gain an in-depth understanding of complex material.

I just finished the renewable energy project finance modeling course online yesterday and thought that it was amazingly educational and quite enjoyable. I am definitely signing up for the infrastructure course as well Jesse Wu on Renewable Energy Project Finance Financial Modeling Online Course

Couldn’t speak more highly of my experience at Pivotal180’s Renewable Energy Project Finance Modeling course! Daniel Gross and Haydn Palliser have developed practical content and deliver it in an engaging, individualized manner. I look forward to applying the powerful and relevant skills I developed at the course to support my work. Abraham Wapner – Coalition of Green Capital

Renewable Energy Project Finance Modeling (Online) by PIvotal180 was brilliant, in depth easily explained where possible. Very very good.

Great course on the fundamentals of Renewable Energy Finance Great course with clear and concise instruction. Good introduction to project finance and renewable. The excel models are easy to work with and learn from, and they do a good job of giving you a good foundation of excel skills too. There’s quite a bit to learn for everyone.

Rated 5 out of 5

I took this course to improve my renewable energy project finance knowledge and capabilities as I look to move from the construction industry in to renewable energy finance and I found the course incredibly valuable. The course instructor was very knowledgeable and the lessons were very well run. The content in the virtual platform that is available outside of the lessons were a great resource to help me build my competencies in certain areas that I felt I needed to develop further. I would recommend this course to anyone looking to develop a solid foundation in renewable energy project finance modelling.

Simon Murray on Renewable Energy Project Finance Modeling (Live Stream) 3 Dec 2020!

It was exceptional learning through the platform and I cannot say enough good things about you guys. I recommend you to everyone who needs to know anything about modeling. Thank you all for all the effort you put into this. You’ve passed on invaluable skills to many professionals who need it and I’m grateful that I was one of them. Talio Naidoo on Renewable Energy Online Training

“Prof Gross was the professor of my favorite class at Yale. He is smart, precise, and fun. Happy to see him bringing his expertise to a wider audience.” Tang Zhong student the Renewable Energy Project Finance Course -Yale University