🔍 The Challenge
In July 2021, a leading global provider of data & analytics on listed companies—backed by 4,000+ full company-specific financial models across all market caps and sectors—partnered with FinacPlus to strengthen and scale their modeling capabilities.
🚀 With growing demand from Analysts, Portfolio Managers, Investors, and Finance Professionals, the client needed to deliver:
- 🎯 Highly accurate & consistent financial models
- 📈 Granular, company-specific data
- 🏭 Industry-specific KPIs across sectors
⚠️ The core challenge?
Understanding and working with highly customized financial models, extracting relevant granular data from:
- 📄 Regulatory filings
- 🎙️ Earnings presentations
- 📊 Supplementals
- 📰 Press releases
—all while maintaining uncompromised data quality and consistency.
🛠️ The Solution
FinacPlus partnered closely with the client’s Financial Content team, investing time to deeply understand:
- 🧩 Customized financial model structures
- 📐 Sector-specific KPIs
- 🧠 Precise skill sets required for high-quality data delivery
💡 We swiftly mobilized a team of experienced financial data professionals with strong expertise in:
- Financial statement analysis
- Company filings & disclosures
- Quality assurance across sectors
📅 Execution Journey:
- 📌 Initially handled historical data collection up to FY 2009
- 🔄 From 2022 onward, expanded scope to preparing and finalizing financial models
- 📊 Delivered 200+ company-specific models across multiple sectors
📑 FinacPlus Fundamental Data Coverage
Our services included:
✅ Income Statements (as reported & adjusted)
✅ Revenue & Expense Breakdowns
✅ Quarterly & Cumulative Cash Flow Statements
✅ Balance Sheets
✅ Segment-wise Financial Data
✅ Growth Rates (Organic, LfL, Constant Currency)
✅ Industry-specific KPIs, Monthly & Non-GAAP Data
✅ Data Linking & Validation
✅ Cash Paid for Income Taxes & Interest Expenses
✅ Dilutive Securities, EOP Shares & Share Repurchases
✅ Executive Compensation Data
🌍 The Impact
🎯 Accuracy & Consistency at Scale
FinacPlus played a vital role in building high-quality, granular financial datasets for global companies—helping the client scale coverage without compromising accuracy.
📈 Operational Excellence
Reliable, high-quality data enabled the client to focus on core business goals and growth initiatives.
💰 Cost Efficiency
India-based delivery ensured significant cost savings while maintaining global quality standards.
🤝 Strategic Alignment
A collaborative engagement model allowed us to continuously adapt to evolving client requirements—driving mutual growth.
🚀 Why It Matters
This case study highlights FinacPlus’s ability to deliver:
✔️ Granular Financial Data
✔️ Industry-Specific KPIs
✔️ Adjusted & Linked Financials
—empowering financial data providers to scale with confidence, credibility, and control.
✨ Delivering financial data with passion, precision, and perfection.
