What's Included
Financial Planning
Annual budgets, revenue forecasts, and scenario modeling.
Cash Flow Management
Monitor and optimize cash flow with real-time dashboards.
KPI Dashboards
Custom financial KPIs and metrics tracked in real-time.
Growth Strategy
Financial modeling for fundraising, M&A, and expansion.
Investor Reporting
Monthly investor reports and board-ready financial packages.
Pricing Strategy
Margin analysis and pricing optimization to boost profitability.
How It Works
Discovery
We learn about your business, goals, and current financial position.
Analysis
We analyze your financials and identify opportunities and risks.
Strategy
We develop a financial roadmap with clear targets and milestones.
Ongoing Support
Regular check-ins, updated forecasts, and on-demand advisory.
FAQ
What size businesses do you work with?
We work with businesses from $500K to $50M+ in revenue. Our advisory is tailored to your stage of growth.
How often do we meet?
Typically monthly for ongoing advisory, with ad-hoc calls as needed. We also provide real-time dashboards for continuous visibility.
Can you help with fundraising?
Yes. We prepare financial models, investor decks, and due diligence packages for equity and debt rounds.
How is pricing structured?
Advisory is custom-quoted based on the scope of engagement. Contact us for a free consultation.