For sponsors and portfolio-company CFOs

Your model, maintained.
Your next decision, clearer.

Cast is financial-modeling software that turns readable assumptions and formulas into results, scenarios and covenant checks. With Managed Cast, we build and maintain the model for you.

Bring your existing Excel model. We help you see what changes the answer, work through the downside and keep an Excel handoff your team can use.

Let’s discuss your decision

Start with one scoped, paid pilot. Keep your Excel handoff.

What Cast does

See how a changed assumption changes the decision.

In Cast, the model’s inputs and formulas sit beside its calculated results. Change an assumption and run the model to see the effect. Add a lending limit, and Cast checks whether the result stays within it.

Trace the answer

See which assumptions and formulas produce a result, so your team can challenge the inputs together.

Explore the downside

Compare scenarios and check defined covenants to identify the assumptions that deserve attention.

Keep the handoff familiar

Export to Excel for review and sharing. During the pilot, we reconcile the agreed outputs against your existing baseline.

Inside the product

One company. Two revenue assumptions.

Revenue of $20 million at a 20% margin produces $4 million of earnings. With $15 million of debt, debt / EBITDA is 3.75×, within the example’s 4.5× limit.

Cast showing readable model formulas on the left and results on the right: EBITDA of 4 million dollars, leverage of 3.75 times and a passing leverage covenant. — Actual Cast screenshots using an illustrative model, not customer data. EBITDA means earnings before interest, taxes, depreciation and amortization. This simplified example holds margin and debt constant. Select an image to enlarge it.

The work we take on

The software, plus someone to do the modeling.

Managed Cast is the service around the software. We translate your existing model, maintain it with your numbers and work through the next decision with you. Your team can review the assumptions and take the results back to Excel.

Build from what you trust

Start with your existing Excel model. Reconcile the agreed outputs and make the assumptions available for review.

Keep the numbers current

Refresh actuals and forecasts each month. Maintain the logic and assumptions, with an Excel export for your team.

Work through the next call

Use a monthly sponsor–CFO session to examine the scenarios behind a financing, operating or investment decision.

A defined engagement

Start with one real decision.

Agree the question, inputs and acceptance criteria before work begins. Review the pilot together before committing to ongoing service.

01 / Paid pilot

Prove it on your model.

$5,000 one time

One scoped decision using your existing model
Comparison against the agreed Excel baseline
Assumptions and scenario review
A live review and Excel handoff

Discuss a pilot

02 / Managed Cast

Keep it decision-ready.

$2,500 / month

One maintained model for one portfolio company
Monthly actuals and forecast refresh
One 60-minute sponsor–CFO session per month
Up to three scoped scenario requests per month
Cast access and reconciled Excel export

Initial 90-day engagement, following a successful pilot.

Working together

Bring the question. We’ll define the work.

Tell us about the company, the decision and the model you use today. We’ll discuss fit and scope before a paid engagement.

Begin with a description of the decision. We’ll agree how to share company data before you send files.

Email Russell about your model