Advisory Services

Fractional CFO & FP&A Advisory

Senior finance support for growing businesses, without the cost of a full-time hire. We work alongside your team on planning, reporting, and decision-making on a flexible basis.

A good fit for Seed to Series B companies, PE-backed businesses going through change, and founder-led businesses preparing to raise or transact.

What's included

• Fractional CFO support and strategic financial oversight
• Monthly and quarterly management reporting
• Cash flow forecasting and working capital management
• Board and investor reporting packs
• Budget development, variance analysis, and KPI dashboards
• Fundraising readiness and due diligence preparation

Company Valuation & M&A Advisory

Independent DCF valuation and M&A transaction support. Every valuation is fully documented — assumptions, methodology, and sensitivity analysis included — structured to hold up under investor and private equity scrutiny.

Experience spans private company transactions, PE/VC deal work, public market research, and listed company analysis.

Methodologies

• Discounted Cash Flow (DCF) valuation with scenario and sensitivity analysis
• Comparable company analysis (trading comps)
• Precedent transaction analysis (deal comps)
• M&A buy-side and sell-side transaction support
• EV/EBITDA, EV/Revenue, and sector-specific multiples
• Private equity deal support and due diligence modeling

Financial Modeling Services

Financial models built to support real decisions — not just deliverables that look good on screen. Every model is structured clearly with labelled inputs, visible drivers, and logic that anyone using it can follow and explain.

Work spans operating models, LBO frameworks, project finance modeling for renewable energy and infrastructure, and fund-level models across SaaS, fintech, real estate, and asset-backed businesses.

Model types

• Integrated 3-statement financial models (P&L, balance sheet, cash flow)
• Project finance modeling with DSCR, IRR, and waterfall analysis
• LBO and leveraged acquisition models
• SaaS models (ARR, MRR, cohort analysis, CAC/LTV)
• Real estate investment models (DCF, cap rate, IRR)
• M&A impact analysis (accretion/dilution, EPS, synergies)

Pitch Deck & Investor Materials

The materials that represent your business to investors, acquirers, and partners. Whether you're raising a first round or running a sale process, the quality of your pitch deck and investor materials shapes how seriously you're taken.

Pitch decks, one-pagers, CIMs, and investor memos — all built around your actual numbers, not generic slides.

Deliverables

• Investor pitch deck services (Seed, Series A/B, PE)
• Executive one-pagers for outreach and introductions
• Confidential Information Memorandums (CIM)
• Board presentations and investor update materials
• Management presentations for M&A and fundraise processes