Like the lighthouse, data can guide the journey and warn of risk
Data drives decisions
OUR MISSION
To provide all types of organizations customized financial models and other decision-making tools to manage, plan,
and grow.
Your Project, Our Priority
Customized Financial Models
No matter the asset, the project, or the industry, we develop dynamic financial models specific to each business or organization. Our commitment lies in crafting precise and comprehensive models that resonate with professionals from every background.
Business Intelligence Tools
Your organization's data is an asset. Allow us to assist you in collecting, interpreting, and leveraging the business intelligence it holds. Working with you, we develop tailored metrics, reports, and charts to support your goals and measure progress towards them.
Better Presentations
Many business presentations are more repetitive and less impactful than intended. We will help you craft engaging presentations that deliver your message with clarity and effectiveness.
Building Partnerships
Founded in Charleston, SC in 2023, d3partners seeks to build long-term professional relationships. Whether retained, fractional, or project-based, our goal remains the same: to comprehend each organization and identify the hurdles to, and drivers of success. Subsequently, we develop efficient and user-friendly tools to establish ourselves as a dependable and valued partner.
Testimonials
"We needed help building a financial model with some specific requirements and they were able to build something perfect for our needs. Every time we've thought of something new to add, they asked good questions to fully understand our needs and how to best fit our requests into the model."
- Real Estate Developer, Excel Model
"Absolutely perfect execution of the required tasks. Provided very detailed feedback. I would love to work with them again."
- Business Owner, Market Research Report
"Worked fast and provided a final product exactly as requested the first time. Thank you so much for a job well done!“
- Business Owner, Excel Model
"Super fast and excellent work!“
- Fund Manager, Data Visualizations
"Work output was stellar, but appreciated even more how they took me through the analysis and explained everything. I will be back for sure."
- Real Estate Investor, Excel Model and Market Research
"Completely reworked a pro forma that was in rough shape and also provided a detailed analysis on the structure of the waterfall and several other key economic points. Fantastic to work with.“
- Real Estate Investor, Excel Model
Process
1Consultation
Schedule a brief call to discuss the deliverable, provide background, and any supporting data or materials.
2Proposal
d3partners will provide a detailed proposal outlining the scope of work, pricing, and expected timeline. Relevant examples of past work will be included.
3Contract
If accepted, the client will execute the contract issued using Upwork's Direct Contract, details found here:
4Deliverable
d3partners will deliver a first draft to be reviewed with the client, any edits or revisions will be completed until the final product is 100% complete.
5Approval
The client has the final approval as per the terms of the Upwork contract.
FAQ
Frequently Asked Questions
Who are your typical clients?
While the majority of past clients have been real estate and investment professionals, others have included academics, small businesses, and non-profits. Any organization that produces a message, data or cash flows can benefit from the professional services offered.
What software or tools do you use?
Excel, PowerPoint, and Power BI are the tools we use most often, but we also have advanced capabilities with Google Sheets, Python, Tableau, SalesForce, and Quickbooks.
What does it cost?
As solutions are customized to each client, there is no typical or average cost. Each project or engagement is priced according to its complexity, the estimated amount of time required, and the potential for an ongoing relationship.
Are other On-line services less expensive?
Some freelance and other similar services could cost less but they often come with time zone and language barriers. We offer tools and solutions that are customized to the client's unique needs. Our services combine advanced technical skills with substantial real business experience in a wide variety of industries. All of our work is done in the US by a US-educated workforce, and 100% of our staff have MBA's.
How does the contract work?
The details of the Upwork contract can be found by following the link provided, but essentially there is an escrow and final approval process that protects both parties. The client will pay a deposit through their credit card and the final payment will not be released until the work is approved by the client. In some cases their may be hourly work or milestones but these still must be reviewed by the client before payment.
Contact Us
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Charleston, SC