Startup Advisory
Enterprise-grade advisory for companies building the future
The Challenge
Startups lack the finance infrastructure investors and boards expect.
Rapid growth strains processes designed for earlier stages.
Founders need strategic finance partners, not just bookkeepers.
Our Approach
Assess
Evaluate current state and growth requirements
Build
Implement foundational finance infrastructure
Scale
Upgrade capabilities as the company grows
Partner
Provide ongoing strategic finance support
What We Deliver
Provide startups with the financial and strategic expertise typically reserved for larger organizations.
- Financial infrastructure setup
- Investor reporting packages
- Fundraising support and materials
- Board meeting preparation
- Strategic planning facilitation
Client Outcomes
To investor-ready financials
Companies supported through fundraising
Our Capabilities
We bring deep expertise across every aspect of startup advisory, ensuring comprehensive support for your initiatives.
Finance Function Setup
Establish accounting, reporting, and controls infrastructure appropriate for your stage and growth trajectory.
Fundraising Support
Prepare financial models, data rooms, and investor materials for seed through growth rounds.
Investor Reporting
Design and deliver monthly/quarterly investor updates that build confidence and trust.
Board Preparation
Prepare board materials, financial updates, and strategic discussion frameworks.
Unit Economics Analysis
Measure and improve customer acquisition costs, lifetime value, and path to profitability.
Pricing Strategy
Develop pricing models and strategies that optimize revenue and support growth.
Financial Planning
Build financial models that support decision-making and scenario planning.
Fractional CFO
Provide experienced finance leadership on a flexible basis as you scale toward a full-time hire.