Financial Leadership and Advisory
Tier I
Strategic Oversight for Emerging Ventures
This tier supports founders and leadership teams in the early stages of growth or transition. We provide structured guidance to establish financial clarity and discipline, helping you lay the groundwork for scalable operations — without the operational lift.
What we advise on:
Financial framework design and reporting cadence
Budgeting strategy and forecast model evaluation
Capital planning and liquidity visibility
Tech and system recommendations
Tier II
Financial Strategy for Operational Maturity
Ideal for businesses looking to improve margins, tighten controls, and elevate performance. We serve as your strategic finance advisor — providing a boardroom lens on your operational and financial structure while your internal team handles execution.
What we advise on:
Gross margin and cost structure insights
Unit economics, scenario planning, and operating leverage
Financial process evaluation and internal controls
Strategic reviews of financial performance and risks
Tier III
CFO-Level Advisory for Enterprises
This is high-touch financial leadership for founders, CEOs, and boards navigating strategic inflection points. Whether you're preparing for capital, succession, or acquisition, we act as a thought partner to leadership — keeping you ahead of complexity.
What we advise on:
Strategic planning, capital structuring, and governance
Board meeting preparation and financial storytelling
Oversight of finance-related external advisors (CPAs, counsel, etc.)
Exit readiness, valuation strategy, and deal prep