Financial Modeling and Advisory Services for Startups and Small Businesses
Whether you’re raising capital, planning your next phase of growth, or need clarity on your financial strategy, our services make your numbers clear and actionable.
Profitability Unlocked
See exactly how revenue, expenses, and margins connect — so you can grow bigger and smarter.
Confidence With Investors
Show up to fundraising conversations prepared, with polished models and decks that back up your vision.
Peace of Mind
Focus on building your company while we keep your financial foundation strong and investor-ready.
Fundraising
For businesses preparing to raise capital from lenders or investors (pre-seed to Series B)
What you get
- Custom financial models
- Pitch deck support
- Data room prep checklist
- Coaching on presenting to investors
Deliverables
- Full investor-grade financial model
- Financial & KPI slides
- Organized data room checklist
- Prep sessions for investor Q&A
Fractional CFO Support
For businesses that need ongoing financial leadership without the full-time cost
What you get
- Financial modeling and budgeting
- Strategic guidance on growth & funding
- KPI and operations strategy
- On-call support (ad-hoc analysis, investors, financing, M&A, etc.)
Deliverables
- Investor-grade financial models
- Review of financials and KPIs
- Long-range planning
- Ad-hoc analysis on request
Ad-Hoc Analysis
For founders that need quick, one-off support on a specific financial question or decision
What you get
- Targeted analysis of a business issue
- Custom Excel / Google Sheets analysis
- Scenario testing for different outcomes
- Investor-grade recommendations
Deliverables
- Custom analysis model
- Executive summary with next steps
- Optional presentation deck (internal or for investors)
Make Confident Financial Decisions
We help founders turn complex financial questions into clear, actionable answers.