Most facilitated training teaches modelling techniques in isolation. The Modelling Pathway is the only programme in the catalogue that teaches financial modelling as a structured progression: construction at small scale, construction at depth, then inherited-model review and upgrade. The skill set most analysts actually use in commercial work.
Cellar Door · Yarra Valley
The Mariana Perth
The same deal, two architectures
Most analysts in commercial work inherit, review, and upgrade. Stage 3 teaches what most analysts actually do.
Six hours. Single workbook. Three years. AUD 480k investment case.
Participants build, from a blank workbook, an integrated income, cash, and simplified balance sheet model for a small Yarra Valley wine business considering a cellar-door investment. The data block is pre-built; the participant constructs the calculation engine and output sheets live during the session.
The skill is construction discipline. Participants learn to separate inputs, calculations, and outputs; to use named ranges for every downstream-referenced value; to construct a consistent monthly column convention across calc sheets; to reconcile income to cash through working capital; and to reconcile cash to balance sheet movement.
Facilitators are instructed not to allow participants to move past a checkpoint without completing it.
Multi-day intensive. Six linked workbooks. Fourteen years. AUD 295m hotel.
Participants work through the construction of a fully developed institutional-scale financial model: a fourteen-year integrated three-statement model with USALI-based operating forecast, capital stack waterfall, AASB 116 componentised asset register, and structured equity buyout mechanic, across six linked workbooks.
The skill is scale and architecture. Stage 2 demonstrates that the patterns Stage 1 taught (input separation, named ranges, time series consistency, reconciliation discipline) scale up unchanged to institutional models. What changes is the navigation, not the underlying construction.
Two days. Half-day audit, day-and-a-half upgrade. Same deal as Stage 2. Two architectures.
Participants inherit a model (31A) that has been repurposed by Trans-Pacific Capital Partners from a prior hotel build. The model is comprehensive, ties at base case, and looks reliable. Walcott Family Office, the second co-investor, has commissioned an in-house review which has identified seventeen design issues across five themes. The review concludes that the model cannot be safely used to support an investment decision and requires upgrade to a documented modelling standard before the Subscription Agreement can be signed.
Participants spend a half-day working the review note against 31A, locating each issue in the workbook and articulating the implication for the investment decision. They then move to 31B, the upgrade Walcott required, and spend a day and a half walking through the FAST architecture changes that resolve each issue.
Lead investor. Repurposed the model from a prior hotel build. Wants to close the deal.
Second co-investor. Commissions the in-house review. Requires FAST-standard upgrade before signing.
FAST Modelling Standard — Flexible, Appropriate, Structured, Transparent.
The Pathway acknowledges what conventional courses ignore. Most working analysts spend most of their time inheriting models built by someone else and improving them in place. Stage 3 turns that day-by-day reality into a teachable skill.
The brittleness participants encounter in 31A is the brittleness V1 actually has, which is the same brittleness they will recognise when it shows up in their own work.
One vocabulary, one architecture, one review protocol. Every model that leaves the team passes the same checks.
The structured-diagnostic protocol from Stage 3 generalises to any inherited deal model. Same questions, same evidence trail.
Walcott's review is the buyside narrative. Participants learn to ask the questions a sophisticated co-investor asks before signing.
The Pathway sequences naturally: Stage 1 establishes construction discipline, Stage 2 scales it to institutional models, Stage 3 internalises review-and-upgrade. Tailored deliveries may use any subset.
| Stage | Anchor dataset | Duration | Pricing |
|---|---|---|---|
| Stage 1 — Build Small | Melba Meadows Cellar Door | 1 training day · 6 hours | Per day-rate schedule |
| Stage 2 — Build Big | V1 Argyle Bay (Mariana Perth) | Multi-day intensive · typically 4 days | Per intensive schedule |
| Stage 3 — Review and Upgrade | Argyle Bay 31A and 31B | 2 days · 0.5 audit + 1.5 upgrade | Per day-rate schedule |
| Full Pathway (Stages 1+2+3) | All three artefacts | Approximately 7 days · multi-week engagement | Pathway bundle pricing |
Tell us about the team and the model maturity. We will recommend the right stage or stages and return a written proposal.
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