Create an account
Once you've logged into you VFD Pro Portal click ‘Add Client’, you will then be prompted to enter the following information
1 - Company Name
2 - Company Registration Number (used to provide information for benchmarking purposes)
3 - Accounting Date (the most recent month to which the accounts are up to date for that client)
4 - Click the Excel logo
5 - Click 'Save'
For further information refer to the VFD.Academy site where user guides, playbooks and detailed instruction videos can be found.
2 - Click in the accounting date field and select the end of the month to which the accounts are finalised
3 - Click 'Save'
Your company is now synced and up to date, everything else is done for you. The following are all accessible from your VFD portal and available on demand.
Enhanced Management Reporting
Business Growth Advisory Models
Opportunity Exception Reports
Whether part of the buying or selling team, you have a pivotal role to play in ensuring your clients achieve the best possible outcome. Our EVA suite enables you to support your clients through the entire process from financial due diligence to helping them achieve a desired valuation on exit, and shaves days off the traditional process.
You can send tailored email alerts to your clients with accompanying performance analytics. Ensure your clients know you're number one priority is improving the profitabilty of their business.
Access the VFD Pro Dashboard
Click ‘Login’ in the top right hand corner of any page and enter your credentials given when you set up an account.
How do I ensure my data is up to date?
Your data is not automatically synchronised if you are using Excel, you have to download the Universal Forecast and Funding Proposal model, export your last 5 years (or less), financial data from your accounting system and copy the Profit and Loss and Closing Balance Sheet data into the model.
How do I remove client data from the VFD?
Your client data is not saved to the VFD Pro Portal if you are using Excel, you download the model and work off line.