About Zion Advisor

Zion Advisor is a boutique consulting practice focused on delivering audit-ready databooks, transaction support (FDD) and investor-grade financial models. We blend senior review gates, repeatable processes and automation-first workflows to deliver consistent, defensible outputs on tight timelines.

Our approach

  • Deal-first: investor-grade reconciliations and supporting schedules, not just visuals.
  • Automation-native: AI-assisted parsing and reconciliation to shorten cycle time.
  • Execution-minded: recommendations tied to budgets, timelines and operations.

What we do

  • Audit-ready databooks, schedules & working papers
  • Financial due diligence (FDD) for buy-side & sell-side
  • Fundraising models, investor packs & scenario analysis
  • Training & skilling design aligned with NSDC/SSC
72h
Databook MVP
100+
Databook & model builds
40–70%
Avg. time saved via automation

Need a fast, audit-ready databook?

We offer a 72-hour MVP for urgent diligence. Book a consult to discuss scope and data intake securely.

Book a consult