Why This Book?

The Challenges You Face

  • 📉 You're buried in Excel but unsure how to extract real insight
  • 📉 Struggling to structure your assumptions—not just enter formulas
  • 📉 Templates fail to adapt to the complexity of real businesses
  • 📉 You need more than formulas—you need institutional thinking

What This Book Delivers

  • ✅ Build models that drive actual investment insight
  • ✅ Apply proven best practices and real-world strategy
  • ✅ Create models that go beyond Excel and into decision-making
  • ✅ Avoid the mistakes most analysts don’t even see coming
“This isn’t about building models — it’s about building insight.” — Sean Hanafin, CEO, Silver Birch Finance

What You’ll Learn

  • Create models that capture complex business dynamics
    Move beyond plug-and-play templates. Learn to design models that reflect how companies actually operate — from revenue drivers to operating leverage.
  • Deploy sophisticated scenario analysis
    Build scenario logic that flexes with changing inputs, uncertainty, and strategic outcomes — a must-have for real-world valuation.
  • Integrate qualitative industry insights with quantitative logic
    Discover how to embed competitive dynamics, market structure, and business model nuances into your modeling frameworks.
  • Avoid analytical pitfalls even pros make
    From assumption bias to spreadsheet sprawl, Geoff exposes common errors and shows you how to build models that are clear, scalable, and decision-ready.
📘 Whether you're in equity research, private equity, asset management, or corporate finance — this book equips you to model with insight, not just inputs.

About the Author

Geoff Robinson - Author of Financial Modeling Mastery

Geoff Robinson

Former UBS Managing Director

Geoff Robinson is a globally recognized expert in financial modeling and investment analysis. With decades of hands-on experience in the finance industry, Geoff brings a rare blend of technical depth and real-world insight.

He’s a 10x #1-ranked Institutional Investor Analyst in the EMEA region — a rare achievement that speaks to his consistent excellence and impact on global investment decisions.

As one of only 7 officially recognized Masters of Financial Modeling, Geoff’s approach combines analytical rigor with practical clarity — giving finance professionals the tools they need to model with insight, not just structure.

“More than just another financial modeling guide—it's a masterclass in analytical thinking.”
— Guy Weyns PhD, Former Wall Street Managing Director

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