We reegineered Beekman’s financial reporting systems and model, in tandem with the new CEO’s strategy, and lead on the strategic acquisition of its biggest supplier of goods.CHALLENGEProvision Capital, a start-up real estate investment firm, retained Trivium Advisory to rebuild its projection model and draft a management presentation for an upcoming capital raise. Our challenge was to precisely highlight the competitive advantage and unique value proposition that Provision had over other real estate firms, presenting the company as a safe investment yet innovative at the same time.

Financial Modeling & Valuation

Financial Planning & Analysis

Real Estate
APPROACHTirivum went through a deep-dive analysis of the firm’s unique product offering, market sizing, and opportunity, along with analyzing historical financials and trends to deliver a defensible presentation that was used as a roadshow deck.