Financial Modelling for Teams & Advisors | Model Reef
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Trusted by clients with over US$40bn under management.

Explore solutions by what you need to do.

Model Reef supports every type of finance professional - from analysts and CFOs to founders, funds, and advisors. Select your role to see how Model Reef fits your day-to-day workflow.

investor-icon Funds & Investors

Automate portfolio valuations, fund-level consolidation, and performance reporting in real time.

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finance-icon CFOs & Finance Teams

Generate live financial statements, board-ready reports, and instant forecasts - all linked to your source data.

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company-icon Founders & Companies

Model growth, plan raises, and produce investor-ready financials without rebuilding spreadsheets.

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advisor-icon Valuers & Advisors

Build DCFs, M&A models, and advisory reports automatically structured and formatted for clients.

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accountant-icon Accountants & Consultants

Automate client reporting, consolidate entities, and deliver insights directly from accounting data.

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collaboration-icon Boards & Investors

Support your network, clients, or portfolio companies with tools for forecasting, valuation, and reporting.

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Explore solutions built for your role.

Model Reef automates the most time-consuming workflows in finance - from forecasting and valuations to consolidation and reporting. Choose a process to see how Model Reef transforms it.

forecasting-icon Forecasting & Scenarios

Model revenue, cashflow, or portfolio performance in seconds - adjust assumptions and compare cases live.

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advisor-icon Raising Capital

Prepare investor-ready financials, forecasts, and valuation models automatically linked to your assumptions.

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magnify-icon Valuations & M&A

Run DCFs, transaction analysis, and sensitivity tests without rebuilding spreadsheets.

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chart-circle-icon Consolidation & Reporting

Combine multiple entities instantly - automated eliminations, live dashboards, and compliant reports.

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model-building-icon Investment Modelling

Build dynamic investment cases, test scenarios, and analyse portfolio impacts without manual rework.

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portfolio-icon Fund & Portfolio Modelling

Automate fund-level rollups, portfolio valuations, and investor reporting with connected, live data.

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Explore templates

Choose the outcome you care about most. Each pillar groups templates that share the same core mechanics, drivers and dashboards.

AI modelling, automation and templates

  • PDF or Excel to model
  • CSV mapping

PDF to model, CSV libraries and reusable assumptions for SMBs, SaaS teams and advisors.

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Valuation, DCF and transaction packs

  • DCF
  • Deal cases

Ready to run DCF, FCFE and deal models that compile straight from operating drivers.

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Scenarios, budgets and rolling forecasts

  • Budget vs actuals
  • Multi scenario

Budget vs actuals, rolling forecasts and multi scenario analysis for CFOs and advisors.

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Trusted across every role and workflow in finance.

From private equity funds to corporate finance teams, founders, and advisors, Model Reef helps teams automate modelling, forecasting, and reporting - enabling faster decisions and clearer insights.

200+ finance teams using Model Reef across funds, corporates, and advisory firms.

Firms with US$40bn+ in assets under management modelling with Model Reef.

90% faster reporting and model updates compared to manual processes.

Used in 40 countries across 5 continents.

However you work, Model Reef fits your workflow.

Start your free 14-day trial or see Model Reef in action - and experience how teams across every role and workflow model, forecast, and collaborate in real time.

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Trusted by clients with over US$40bn under management.