Financial Models & Pro Formas
Build and maintain project pro formas, sources and uses, cost schedules, financing assumptions, cash-flow forecasts, and scenario or sensitivity analyses.
Development Finance & Funding Consulting
Financial coordination that keeps development and construction projects moving.
Project finance models, funding applications, lender draws, progress claims, cash-flow reporting, and financial coordination from feasibility through project completion.
Connect the project model to the funding, claims, and reporting work.
Development teams need more than a feasibility spreadsheet. They need accurate financial information carried through applications, funding conditions, draw cycles, project reporting, and stakeholder decisions.
01Model feasibility
02Plan funding
03Prepare applications
04Track costs and cash
05Manage draws and claims
06Report and coordinate
Development finance support across the project lifecycle.
The scope can be focused on a specific application or draw process, or integrated across the financial workstream of an active project.
Funding Applications
Prepare project budgets, financial schedules, supporting documentation, application calendars, submission packages, and responses to funding requirements.
Draw & Progress Claim Management
Maintain draw schedules, organize costs and invoices, prepare financial components of draw packages and progress claims, and coordinate submission requirements.
Budget, Cost & Cash Tracking
Track commitments, expenditures, funding sources, purchase orders, forecast-to-complete, cash requirements, and variances against the approved project budget.
Financial Reporting
Prepare cash-flow summaries, project statements, performance reports, and decision-ready presentations for clients, investors, lenders, boards, and committees.
Project-Team Coordination
Connect financial requirements with information from owners, project managers, architects, engineers, quantity surveyors, contractors, lenders, and funding agencies.
Funding applications need a system behind the submission.
A successful workflow keeps assumptions, documents, deadlines, project costs, funding conditions, and reporting obligations aligned before and after an application is submitted.
- Translate the project plan into an application-ready budget, model, and cash-flow schedule.
- Maintain a requirements tracker, submission calendar, document list, and responsibility matrix.
- Monitor commitments, conditions, reporting obligations, disbursements, and changes to project costs.
- Create repeatable workflows for applications, claims, purchase-order tracking, and management reporting.
Clear support, careful claims
We strengthen the financial case and manage the process. Funding and grant approvals remain decisions of the lender or funding organization, so the work is presented without promising an outcome no consultant can control.
Draw and progress claim management without the scramble.
Each claim cycle should reconcile approved budgets, committed costs, invoices, work completed, prior draws, holdbacks, funding sources, and the project’s forward cash requirement.
Before the draw
Confirm eligible costs, required evidence, approval status, budget availability, funding conditions, and the timing of upcoming project payments.
During submission
Organize the financial package, reconcile supporting records, track questions and approvals, and coordinate information across the project team.
After funding
Update project costs, cash forecasts, funding balances, variance explanations, and the schedule for the next claim and reporting cycle.
Financial reporting built for the people making project decisions.
The project owner, lender, funder, board, and delivery team may need different views of the same financial position. The underlying numbers should still reconcile.
- Approved budget, commitments, actual costs, forecast-to-complete, and variance commentary.
- Project cash flow, financing availability, funding uses, upcoming draws, and liquidity needs.
- Scenario analysis for cost escalation, schedule changes, revenue assumptions, financing terms, and funding gaps.
- Concise presentations and recommendations for clients, investors, lenders, boards, committees, and project teams.
Where we fit
HS Strategic CFO Advisory can support a project owner, development manager, or project team as the financial liaison—working alongside accounting, legal, design, construction, and financing professionals rather than replacing them.
Bring financial structure to the next project milestone.
Whether the immediate need is a project model, funding application, lender draw, progress claim, or recurring project report, start with the decision, deadline, and information already available.
Development Finance Consultation
Share the project stage, funding source, next submission date, and current financial reporting challenge.
Discuss Your ProjectDevelopment finance consulting: frequently asked questions.
What does a development finance consultant do?
A development finance consultant connects the project model, budget, cash flow, funding requirements, draws, claims, and reporting so decisions are based on a consistent financial picture.
Can you manage construction draws and progress claims?
Yes. Support can include draw schedules, cost and invoice tracking, financial package preparation, variance review, submission coordination, and updates to the project cash-flow forecast.
Do you support funding and grant applications?
Yes. We can prepare the financial model, project budget, cash-flow schedule, supporting documentation, requirements tracker, and reporting workflow. Approval remains with the funding organization.