Financial Modelling
Financial Modelling– Overview
For NGOs, Section-8 companies, and startups, financial clarity is as important as vision. Donors, CSR partners, government agencies, and investors increasingly demand financial transparency, projections, and sustainability plans before committing funds. This is where financial modelling comes in. A financial model goes beyond accounting – it provides a structured forecast of revenues, costs, cash flows, and funding requirements, enabling organizations to demonstrate how resources will be used and how impact will be sustained.
At Cardiff Services, we build custom financial models for NGOs and startups in India. Whether it’s projecting cash flows for donor reports, preparing CSR fund utilization models, or showcasing long-term sustainability for government grants, our models combine compliance with clear financial insights to help organizations secure funding and plan effectively
Key Features of Financial Modelling Support
Customized NGO/Startup Models: Tailored for Section-8 companies, trusts, societies, and early-stage ventures.
Cash Flow Forecasting: Clear projections of income (donations, CSR funds, grants) and expenses (projects, admin, overheads).
Scenario Planning: “What-if” analysis for best case, worst case, and realistic projections.
Compliance Ready: Aligns with requirements of CSR-2 reporting, donor audits, and grant applications.
Fund Utilization Planning: Models designed to show transparent usage of funds for projects.
Sustainability Insights: Demonstrates long-term viability to donors, corporates, and government agencies.
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Documents / Information Required for Financial Modelling
NGO/Startup incorporation details (Trust deed / Society registration / Section-8 incorporation).
PAN and compliance documents (12A, 80G, CSR-1, NITI Aayog UIN, FCRA if applicable).
Historical financial statements (Income & Expenditure, Balance Sheet, Cash Flow).
Donor reports or CSR fund receipts (if available).
Budget requirements and planned projects.
Key assumptions (growth plans, expected donations, new grants, project timelines).
Team size and administrative overhead details.
Step-by-Step Procedure for Financial Modelling
Requirement Analysis – Identify purpose (donor reporting, CSR fund proposal, government grant, investor presentation).
Data Collection – Gather historical accounts, budgets, and compliance documents.
Model Framework Design – Create a structure covering income sources, expenditure heads, and project-wise allocations.
Projections & Assumptions – Build 3–5 year financial forecasts with best, worst, and realistic scenarios.
Fund Utilization Mapping – Show how funds will be applied across programs, admin costs, and impact initiatives.
Compliance Alignment – Integrate with CSR-2, donor reporting norms, and tax compliance.
Final Model Delivery – Provide in Excel/Google Sheets, with dashboards and presentation-ready summaries.
Frequently Asked Questions
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Proposed company name
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Business description
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