Rocky Mountain Innovations is Trusted By

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modeling

Financial & Operational Models

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Our core offering is constructing a Financial & Operational model that underpins each of our client’s lines of business - either for the business they manage or a portfolio company for which they are responsible. This tool is used to help project how the business will perform for the next 1-5 years on a detailed monthly, quarterly, and annual basis, as well as compare those projections to actual results. Once complete, we leverage this model as the basis to automate our client’s monthly FP&A processes.


modeling

Financial Planning & Analysis (FP&A)

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Once executives and investment managers have a better understanding of their lines of business and portfolio companies, we customize their FP&A needs by creating tailored reports, visualizations, and dashboards. The most basic report and dashboard consist of a monthly, quarterly, and annual income statement, balance sheet, and cash flow statements. We add differentiated value to our clients by providing them with data-driven insights, visualizations, and custom reports that analyze headcount, employee productivity, technology/marketing spend, and the sales pipeline.




modeling

Data-Driven Insights
& Visualizations

Our team builds technology that helps executives and investment managers at leading institutions better understand and manage their various lines of businesses and portfolio companies. We aggregate, synthesize, analyze and visualize massive amounts of our client’s financial and operational data to help them automate redundant middle and back office FP&A functions while simultaneously increasing their executive social network value. Automated monthly FP&A reporting along with customized real-time reports, dashboards, and visualizations focusing on specific KPIs help our clients add managerial value, thereby increasing the trust of other executives, owners, partners, and investors.

energy Energy

We drive value creation by providing advisory services and investment due diligence consultation for companies that span the entire energy complex - exploration & production, power generation, renewables, and midstream.

real estate Real Estate

We serve clients across the entire Real Estate value chain from mortgage origination and servicing to development and asset management.

government Government

We have a results-driven Government arm which focuses on providing middle and back office automation tools to local, state, and federal entities.