Case Study: Dynamic Financial Modeling for a Co-Working Space Provider

Our client is a growing co-working space provider. With a mix of long-term leases and flexible membership models, they needed a robust financial model to support strategic planning and performance monitoring.

The client did not have any existing financial model, and performance monitoring was a tedious task, requiring extensive manual intervention. They needed a highly dynamic, user-friendly model that could auto-update dashboards, calculate industry-relevant KPIs, and support various scenarios — all while aligning with what senior management actually tracks.

We built a comprehensive and modular financial model tailored to the co-working industry, allowing for maximum flexibility with minimal manual input. Key features included:

​

• A dashboard-driven structure with visual outputs that automatically update with inputs

• Dynamic forecasting for revenue, costs, occupancy, expansion plans, and lease obligations

• Integration of industry-specific ratios such as revenue per sq. ft., occupancy cost ratio, customer churn, and desk yield

• Addition of custom management-focused KPIs, including CAC, payback period, and contribution margin per location

• Built-in scenario toggles and roll-forward logic to support quick decision-making and board-level presentations

​

The model was designed with future-proofing in mind — easily extendable to new locations, verticals, or investor needs.

• Reduced model update time significantly.

• Enabled faster reporting and decision-making with auto-reflecting visuals and ratios.

• Helped the client present a more data-driven story during investor discussions.

• Gave leadership real-time visibility into the most relevant financial and operational metrics.