Work that stands up to investors.

A selection of financial models and investment memorandums we have built, anonymised and rounded. Names, addresses and exact figures are withheld.

Stock photo, not the project

Acquisition · 2024

Logistics portfolio acquisition

Institutional investor · United States · 12 warehouses

An investor bidding for a portfolio of long-leased warehouses needed a committee-ready memorandum and a model that could compare two lender packages before the bid.

Levered IRR: High-teens
Debt service cover, chosen lender case: 2.0x+
Assets in the portfolio: 12

What we delivered

Investment memorandum with market and macro chapters
Nine-sheet model with a scenario manager
Two lender packages compared on cash-flow shortfall and cover
Exit buyer screen and sensitivity on price, cap rate and inflation

Equity cash flow by year, indexed

Largest equity call = 100. Equity goes in over four years; most value comes back at exit.

Capital stack, rounded

60%Equity40%Debt

Stock photo, not the project

Acquisition · 2026

Three-building retail and office acquisition

Private sponsor · US Mid-Atlantic · 3 buildings

A sponsor raising equity for a small multi-tenant portfolio needed to show a conservative return and how it holds up if rents or the exit cap rate move.

Levered IRR: ~16%
Equity multiple, 10-year hold: ~3.0x
Loan to value: 45%

What we delivered

Investment memorandum for limited partners
Ten-year model with rent escalation and lease roll
GP / LP distribution with preferred-return tiers
Sensitivity tables on entry price, exit cap rate, rent growth and market rent

Operating cash flow to equity, indexed

Final year = 100. Income builds as leases roll to market.

Capital stack, rounded

55%Equity45%Debt

Stock photo, not the project

Development · 2025

Mixed-use redevelopment, 300+ homes

Developer · US Midwest · 2 buildings, retail and apartments

A redevelopment with land-plot sales, townhouse presales and public incentives needed one model that showed each funding source and when it arrives.

Homes across two buildings: 300+
Funding sources in one model: 5
Hold, with phased exit: 10 yrs

What we delivered

Capital stack with equity, tax credits, a brownfield grant and presale proceeds
Construction, land-plot sale and operating cash flows
Debt schedule and equity waterfall
Exit valuation and returns summary

Programme, by year

Stock photo, not the project

Development · 2025

Seven-home residential development

Developer · US West Coast · 7 homes, three levels

A small developer funding a phased build with specialist capital needed a model that repaid that capital from sales and showed the split between partners.

Homes over three levels: 7
Sale phases: 2
Investment horizon: 2.5 yrs

What we delivered

Sources and uses with specialist capital repaid from sales
Phased construction and sales cash flow
GP / LP equity waterfall
Sensitivity on sale prices

Programme, by year

Capital stack, rounded

20%Equity50%Specialist capital30%Phase 1 proceeds

Photographs are stock images that show the type of asset, not the project. Figures are rounded and charts are indexed, so no client can be identified.

What clients say.

4.9out of 5, from 45 reviews on Fiverr

98 orders completed. Reviews are public.

Read every review on Fiverr

Danny consistently delivers quality financial statement products. Excellent visual appeal and stacked with data.

Ongoing client, United States via Fiverr

Danny understood the model buildout we need for our industrial investment and delivered in a timely manner.

Industrial investor, United States via Fiverr

Danny was a wonderful partner in developing a complex and nuanced financial model we were working on in a time crunch. His willingness to work through problems and adjustments was superb, and his technical skill was top notch.

Development underwriter, United States via Fiverr

Danny is always reliable and always willing to go the extra mile. He is highly appreciated by my team and I.

Ongoing client, United States via Fiverr

Tell us about your deal.

The more detail you share, the more useful the first conversation will be: project costs, expected revenue, timelines and any assumptions you already hold.

Or reach us directly
dannythai@crefic.com
+84 366 922 378
Ho Chi Minh City, Vietnam