Make smarter and data-driven financial decisions
Optimize your business, identify growth opportunities, and impress key stakeholders with expert FP&A guidance from finance professionals who’ve seen it all.
Expertise to Drive Data-Driven Decisions
We are a team with deep expertise in FP&A, fast-growing companies, and corporate finance. Our experience enables us to truly understand your business and provide the support you need to make data-driven decisions and gain clarity on your finances.
Optimizing Cash Flow and Spending
What we offer
We’ll assist in building a financial budget by implementing cash and expense management strategies, providing a clear, actionable view of your spending to maximize efficiency, working capital, and financing structure, ultimately driving better decision-making and growth.
Strategic Forecasting and Scenario Modeling
Gain access to insightful financial forecasts and reports while collaborating on strategic initiatives. With our extensive experience across dozens of companies like yours, we’ll help model and strategize the impact of various scenarios to guide your business toward success.
Streamlining Your Fundraising Journey
Navigating the fundraising process is easier with our guidance. We help you choose the right type of capital and ensure you have all the necessary materials ready, making the fundraising or M&A process more efficient so you can focus on product development, sales, and operations.
Building Your Financial Model
We’ll dive into your business and build a solid financial model to support our ongoing partnership
Income statement, balance sheet, and cash flow statement projection.
Budget vs. Actuals.
Company-specific KPIs dashboard.
Financial Health Analysis (solvency, liquidity, leverage, profitability, etc.).
Working capital projection.
CAPEX projection.
Headcount and payroll plan.
Scenario Planning (Base, Bull, Bear Case).
STAGE 1
The customized model includes
Monthly Engagement and Support
We will engage with your business to track performance, deliver insightful reports, and collaborate on specific projects to drive growth.
Monthly, bi-weekly or weekly meetings.
Budget vs. Actual analysis.
Quarterly forecasts.
Periodical KPIs and financial reports.
Customized strategy & operations projects specific to your company’s needs.
Monthly/Quarterly investor & board reporting support.
Fundraising & M&A support (data room, materials, pitch deck, etc.)
STAGE 2
According to the plan that aligns to your needs:
Starting at $2,000/mo billed annually
For more details, visit the pricing page