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Services

We help founders and their teams manage their financial operations and make strategic decisions. 

Strategic FP&A

We deliver comprehensive strategic finance services, including FP&A focusing on aligning financial goals with business strategy. Our approach involves in-depth budgeting, forecasting, and financial modeling to provide a clear view of financial performance. 


We help businesses establish key metrics, optimize their financial processes, make capital allocation decisions, and identify growth opportunities to drive strategic decision-making and long-term success.
 

 

Offerings include:

  • FP&A best practices implementation

  • Business intelligence

  • Budgeting and forecasting

  • Cash and liquidity forecasting

  • Strategic decision making and capital allocation support

  • Fundraising across the capital stack​

Performance Acceleration

We collaborate with the management team to identify and implement strategies that enhance business performance. Through data-driven insights and analytics, we help pinpoint growth opportunities, streamline operations, and accelerate financial outcomes.

 

Offerings include:​

  • Operational performance optimization

  • Sales enablement 

  • Growth strategy 

  • KPI establishment and tracking

  • Profitability analysis and enhancement

  • Change management support

Management and
Stakeholder Reporting

We provide management and investor reporting services designed to deliver clear, comprehensive financial insights tailored to the needs of stakeholders. Our focus is on accuracy, transparency, and effective communication to convey the business' financial health.

 

Offerings include:

  • Bridging management and statutory reports

  • Custom management reporting packages

  • Investor relations and reporting

  • Financial performance dashboards

  • Board and executive-level presentations

  • Board-level financial presentation

  • Compliance and regulatory reporting

Transactional Support

We assist in all aspects of the fundraising process preventing businesses from getting distracted from day-to-day operations. Our approach is adaptable to the specific needs of the business, and we can be either a sounding board, run the entire process or anything in between.
 

 

Offerings include:​

  • End-to-end capital raising support across debt and equity

  • Commercial due diligence

  • Financial due diligence

  • Valuation support and analysis

  • Equity compensation and warrant programs

  • Negotiation support

Back Office Formalization

We streamline and formalize back-office operations to create a structured, scalable, and efficient finance function. Our goal is to build systems that enhance operational efficiency, support long-term business growth, and ensure the right finance team structure is in place.

 

Offerings include:

  • Process optimization and automation

  • Financial controls implementation

  • Systems integration and technology adoption

  • Policy and procedure development

  • Scalable back-office solutions

  • Designing the right finance team

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