Zero to One: Setup and Maintenance

  • Our Zero to One Setup & Maintenance service is designed to establish and optimize your organization’s financial operations from the ground up. This comprehensive offering covers both foundational accounting infrastructure and advanced financial management to support your business as it grows.

    Core Accounting:

    • Collaborate with you to establish and onboard an outsourced accounting firm tailored to your needs.

    • Ongoing management of essential finance functions, including:

      • Accounts Receivable (AR)

      • Accounts Payable (AP)

      • Cash management

    Financial Reporting & Analysis:

    • Personally oversee and deliver your financial reporting requirements, which includes:

      • Management reporting

      • Board reporting

      • KPI tracking and analysis

      • Cash flow forecasting

      • Budgeting and long-term forecasting

      • Financial planning and analysis (FP&A)

    By integrating operational setup with continuous financial oversight, this service provides early-stage companies with robust support across all finance functions, ensuring clear visibility and control as you scale.

  • We tailor our pricing to your needs. We offer flexible arrangements from hourly, retainers, or equity.

Strategic Advisory & Planning

  • Our Strategic Advisory & Planning service is crafted for companies that have completed their foundational finance setup and are ready to focus on sophisticated financial strategy and growth. Whether your goals include stabilizing cash flow, expanding revenue streams, scaling operations, or preparing for fundraising, our experienced CFOs deliver actionable insight and hands-on support.

    Business Strategy & Financial Modeling

    • Develop and refine strategic plans aligned with your growth objectives.

    • Build flexible financial models, including scenario planning and M&A financial modeling.

    • Shape and optimize your organization’s growth strategy with data-driven analysis.

    Exit Planning & Valuation

    • Prepare your business for mergers, acquisitions, or other liquidity events, including detailed business valuations.

    • Design and execute comprehensive exit strategies, guiding you through the complexities of M&A processes.

    Budgeting & Forecasting

    • Implement robust budgeting frameworks and long-term forecasting tools.

    • Analyze performance using management ratios and track critical KPIs.

    Funding & Cash Flow Management

    • Support your efforts to secure funding and optimize capital structure.

    • Manage and forecast cash flow, extending your runway and supporting sustainable growth.

    Performance Management & Strategic Decision-Making

    • Facilitate performance monitoring with advanced KPI tracking.

    • Conduct “what-if” scenario analyses to guide strategic decisions in uncertain environments.

    M&A Facilitation

    • Oversee all aspects of merger and acquisition transactions, from diligence to integration, ensuring your business is positioned for success.

    By integrating deep financial analysis with proactive strategic planning, this service empowers leaders to accelerate momentum, increase enterprise value, and confidently pursue their next stage of growth.


  • We tailor our pricing to your needs. We offer flexible arrangements from hourly, retainers, or equity.

Capital Raise & Investor Relations

  • Our Capital Raise & Investor Relations service is designed to support your company through every stage of the fundraising journey, from initial seed rounds to later-stage private funding. We ensure your financial narrative is compelling, accurate, and tailored to attract and engage the right investors.

    Fundraising Support

    • Guide and execute fundraising strategies for Seed, Series A, Series B, and private funding rounds.

    • Advise on investor targeting, pitch preparation, and process management to maximize success rates.

    Investment Decks & Due Diligence

    • Develop persuasive investment decks that clearly articulate your value proposition, business model, and strategic vision.

    • Build comprehensive 5-year financial plans grounded in your business’s unique growth trajectory.

    • Prepare your company for the due diligence process, ensuring all financial, operational, and legal materials are ready for investor review.

    Investor Communication & Reporting

    • Craft consistent, professional communication materials for ongoing investor engagement.

    • Provide timely, transparent reporting tailored to the needs of your investor base, building trust and supporting long-term relationships.

    With a blend of operational expertise, strategic guidance, and an investor-centric mindset, this service positions your company for successful fundraising and fosters positive, long-term investor relationships.

  • We tailor our pricing to your needs. We offer flexible arrangements from hourly, retainers, or equity.