"SolvIRR built a multi-functional bespoke financial model to enable us to monitor and track performance of our portfolio of 41 investments. Through initial planning stage, model building and subsequent commercial reviews undertaken, the work undertaken by SolvIRR has added significant robustness and security to the monitoring of our portfolio of investments. We’re now able to easily extract reliable data on current investment performance, reporting on several key metrics as and when required by our shareholder. In addition to this, the model provides all the key outputs required for our statutory reporting obligations. Not only does SolvIRR provide a high-quality product, it has also provided a fantastic responsive service to any follow-up questions we’ve had . Overall, I’d have no hesitation in recommending SolvIRR.”
Nial Gemmell, hub Investment Director at Scottish Futures Trust Investments
"David [Founding Director of SolvIRR Limited] has supported Purity in solving a challenging problem surrounding the reporting and management of Customer investment rebates.
The volume of data and complexity created by 700+ Customer agreements and our by Product/Customer/Week reporting requirements resulted in a need to move away from traditional excel modelling to a data modelling solution. Using Excel’s Power Query and Power Pivot, David was able to collate our dataset from multiple sources, validate the data for inconsistencies or omissions, make the necessary calculations and present the information back in a format that is user friendly.
Due to the complexity of the Customer Investments the business has historically found it difficult to report margin accurately at SKU level, which this tool supports, enabling better commercial decision making and a better understanding of performance.
During the project I found that David engaged well, was able to interpret our requirements quickly and stuck to the agreed timeframe. I’d certainly work with David again if another project arises."
Chris Steel, CFO at Purity Soft Drinks
SolvIRR Limited is a private limited company registered in Scotland. Registered Number: SC523633.
SolvIRR Limited is a member firm of the Institute of Chartered Accountants of Scotland.
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