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.
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.
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.
“Rocky Mountain Innovations has consistently outperformed and over-delivered beyond any of my wildest expectations. They came in and built an FP&A process from the ground-up at several organizations where I have worked. I enthusiastically recommend them and their technology for any growing company that is looking to reduce corporate overhead in their middle and back office.”
“The Rocky Mountain Innovations team is one of the smartest, most hardworking group of folks whom I have had the pleasure of working with. They will stop at no end to make sure their work products are flawless. They have and continue to be one of our most trusted business partners.”
"The team at Rocky Mountain Innovations delivers exactly what we need in order to stay on top of all of our key metrics. Their responsiveness, capabilities, and unrelenting passion for excellence has increased my bandwidth and freed up my team's time so we can focus singularly on growing our company."
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.
We serve clients across the entire Real Estate value chain from mortgage origination and servicing to development and asset management.
We have a results-driven Government arm which focuses on providing middle and back office automation tools to local, state, and federal entities.