CFO Services

Annual budgets built bottom-up from your actual cost structure and revenue drivers, not a percentage increase on last year's numbers. We track performance against budget monthly and flag variances early enough to actually course-correct.

For businesses operating across multiple business lines or geographies, we build planning models that let you see performance at both the consolidated and segment level — so resource allocation decisions are based on where the business is actually winning.

Rolling cash flow forecasts that give you visibility weeks ahead, not just a bank balance check on a bad day. We identify working capital inefficiencies — slow receivables, excess inventory, supplier terms — and build a plan to free up the cash already trapped in your operations.

For businesses with seasonal or lumpy revenue, this is often the single highest-leverage piece of CFO work we do — the difference between a healthy growth trajectory and a near-miss on payroll.

End-to-end fundraise support — investor-ready financial models, data room preparation, and direct involvement in due diligence calls so your founders aren't fielding detailed financial questions alone in the room.

We also review term sheets and cap table implications before you sign, flagging clauses — liquidation preferences, anti-dilution terms, board composition changes — that matter far more in year three than they appear to in the negotiation itself.

Financial models built to actually be used — for fundraising, internal planning, or strategic decisions like entering a new market or launching a new product line. We model multiple scenarios so you can see the range of outcomes, not a single optimistic projection.

Unit economics modelling in particular — true cost per customer, payback period, contribution margin by channel — is where many growing businesses discover they're scaling a line that doesn't actually make money yet.

A structured review of your cost base by department and category, identifying where spend has crept ahead of the value it's generating — without resorting to blunt across-the-board cuts that damage the business.

Alongside cost analysis, we design internal financial controls — approval matrices, expense policies, segregation of duties — that prevent the kind of leakage that's nearly invisible until an audit or a fraud incident forces the question.

Board packs and investor updates that lead with the metrics your stakeholders actually care about, presented consistently month over month so trends are visible at a glance instead of buried in a different format each time.

For companies with institutional investors, we align KPI definitions and reporting cadence to what's expected post-funding — so investor relations stay smooth and your next fundraise conversation starts from a position of demonstrated discipline.

For businesses with import, export or foreign-currency exposure, we assess your hedging needs and help structure a risk policy that protects margins without over-engineering complexity into a business that doesn't need it.

We also support banking relationship management — credit facility structuring, covenant tracking, and ensuring your business is positioned well when it's time to renegotiate terms or raise debt alongside equity.

Whether you're acquiring, being acquired, or evaluating a strategic partnership, we lead the financial due diligence process — verifying the numbers, surfacing red flags, and quantifying risk in a way that strengthens your negotiating position.

For businesses preparing to be acquired, we also run a pre-emptive readiness review, cleaning up the financial and compliance gaps a buyer's diligence team would otherwise find — on your timeline, not theirs.