Wherever the gap is, cash visibility, fundraising, or a finance team that hasn't been built yet, this is where we meet you.
13-week rolling cash flow forecasting, liquidity and runway analysis, working capital optimization (AR/AP), scenario planning across base, upside, and downside cases.
Budgeting and reforecasting, KPI dashboards, unit economics and margin analysis, long-range financial planning over a 1 to 3 year horizon.
Building or upgrading finance infrastructure from 0 to 1, close process and reporting cadence, systems implementation (QBO, NetSuite), team hiring and org design.
Strategic planning and capital allocation, pricing and profitability optimization, growth modeling, cost structure and margin improvement.
Debt structuring (LOCs, venture debt, private credit), covenant compliance, fundraising support for equity and debt, financial models and data room prep.
Board deck creation and financial storytelling, investor reporting, executive KPI dashboards, CEO partnership going into board meetings.
That's a normal starting point. Most engagements start with a short conversation about where things stand today.
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