Financial Consulting
Portfolio reviews, valuation, scenario analysis and due diligence — delivered by a specialist who combines investment analysis with investment compliance.
When you need a financial consultant
An independent DCF and comparables valuation and a clear decision memo your committee can rely on.
Investment guidelines, limits and rule sets defined and tested before the first trade.
Manager and fund due diligence, fee and waterfall analysis and downside scenarios.
Exit strategy options, valuation ranges and deal-structuring scenarios.
Gap analysis against UCITS, AIFMD, MiFID II or Swiss requirements, with a practical remediation plan.
A senior analyst for a defined project — without a permanent hire.
Packages & prices
Fixed-scope packages with transparent starting prices. The final price is confirmed in a written proposal after the free consultation.
For a focused question that needs an independent answer.
from € X XXX
One-off · typically 2–3 weeks
For models, rule sets or implementations your team will keep using.
from € X XXX
Fixed scope · typically 4–8 weeks
For ongoing analytics and compliance support.
€ X XXX / month
Retainer · minimum 3 months
| Included | Insight | Project | Partner |
|---|---|---|---|
| Best for | A single decision | Build & implement | Ongoing support |
| Typical duration | 2–3 weeks | 4–8 weeks | From 3 months |
| Valuation & scenario analysis | Included | Included | Included |
| Automated models or rule sets | Not included | Included | Maintenance |
| Documentation | Report | Full documentation | Kept up to date |
| Workshops | 1 results workshop | Kick-off & handover | Quarterly review |
| Progress updates | At delivery | Weekly | Monthly |
| Support after delivery | 2 rounds of questions | 2 months | Included |
| Price | from € X XXX | from € X XXX | € X XXX / month |
Prices exclude VAT where applicable. Complex data, several jurisdictions or urgent deadlines increase the effort and are reflected in the proposal.
What's included
Whatever the package, you know in advance what you get, when you get it and what it costs.
A free 30-minute call about your question, data and deadline.
Written scope, deliverables, timeline and fixed price.
Data review, modelling and testing, with regular check-ins.
Report, model files and a workshop to discuss the findings.
Additional options
Exit routes, timing and valuation ranges, with scenarios for different deal structures.
Structured due diligence on private equity and alternative investment funds.
Interactive portfolio, risk and compliance dashboards that refresh automatically.
Investment guidelines translated into tested rules in your compliance system.
Hands-on sessions on valuation methods, scenario modelling or investment compliance.
Priority scheduling when a board meeting or regulatory deadline is close.
FAQ
Asset managers, fund management companies, pension funds, family offices and other professional investors — as well as companies that need an independent valuation before a transaction.
No. FINCON4 provides analytical, valuation and compliance consulting to companies and professional investors. We do not manage assets and do not give personal investment recommendations to retail clients.
UCITS, AIFMD, MiFID II and AML/KYC in the EU, and the Swiss frameworks for collective investment schemes and pension funds (KAG/KKV-FINMA and BVV2).
SimCorp Dimension™, Charles River, MIG21, FondsDesigner®, Bloomberg and Francina, plus SQL, Python, Excel and Power BI for data and reporting.
After the free consultation we send a written proposal with a fixed scope, timeline and price. The package prices on this page are starting points; complex data or several jurisdictions increase the effort.
We sign an NDA before receiving data, work only with the data needed for the agreed scope and conclude a data processing agreement under Article 28 GDPR whenever personal data is involved.
Yes. FINCON4 works remotely with clients across Europe, including Germany, Switzerland, Austria, France and Luxembourg. On-site workshops can be arranged.
Tell us about your question in a free 30-minute consultation and we will recommend the right scope.
