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Financial Analysis & Portfolio Assessment

We provide financial modelling and forecasting, financial statement analysis, business valuation and cash flow assessment — the analytical backbone behind investment decisions, portfolio reviews and financing strategy.

Financial analyst reviewing portfolio and valuation data on a dashboard
Field-tested across East Africa
KES 600M+
MSME finance disbursed under portfolio oversight referenced by our team
$0.5M–$285M
range of deals modelled and diligenced
Multi-country
portfolio and market analysis across East and Southern Africa
In detail

How we approach this work.

Good financing decisions rest on analysis that holds up under scrutiny — from an investment committee, a co-financier or a regulator. Windhill provides the financial modelling, valuation and portfolio assessment work that underpins those decisions across transaction advisory, MSME lending, and infrastructure and PPP financing.

Our work spans financial modelling and forecasting, financial statement analysis, business valuation and investment analysis, and cash flow and funding-requirements assessment. We use this analysis to support financial planning and performance assessment, and to develop growth and financing strategies that are grounded in the numbers rather than built around them after the fact.

At the portfolio level, we conduct structured portfolio reviews and market and regulatory assessments across multiple countries, drawing on transaction advisory experience spanning MSME finance, infrastructure, industrial development and conservation finance. This has included financial modelling and due diligence on deals from under $1 million to $285 million, and oversight-level review of MSME finance portfolios with KES 600 million and above disbursed.

The result is analysis that financial institution partners, boards and financiers can act on directly — not a deck that needs re-doing before it reaches a credit committee.
Our process

Four steps from problem to durable result.

  1. 01

    Review

    Assess financial statements, portfolio data and prior modelling for quality and completeness.

  2. 02

    Model

    Build or stress-test financial models, valuations and funding-requirement forecasts.

  3. 03

    Benchmark

    Compare performance and risk against market and regulatory context across markets.

  4. 04

    Recommend

    Package findings into a growth or financing strategy ready for decision-makers.

Core capabilities

What we actually deliver.

  • Financial modelling and forecasting
  • Financial statement analysis
  • Business valuation and investment analysis
  • Financial planning and performance assessment
  • Cash flow analysis and funding requirements assessment
  • Growth and financing strategy development
  • Portfolio and market analysis across multiple countries

Let's build the next system.

Tell us where you're stuck. We'll tell you what it takes.