Capital & transaction readiness
Preparation for equity raises, debt raises, refinancing and transactions — from valuation and investor materials through to a diligence-ready data room.
Finance & transaction advisory
Clear financial thinking for decisive moments.
Compass & Ledger gives founders and business owners the financial clarity, materials and hands-on leadership needed to raise capital, make better decisions and build a stronger finance function.
ACA-qualified advisory team · KPMG Corporate Finance heritage · 70+ completed transactions
Modelling & decision support
Integrated financial models, forecasts and scenario analysis that give owners, boards and investors one dependable version of the numbers.
Embedded finance leadership
Fractional CFO support, monthly close, reporting and planning for businesses that need senior financial ownership without a full-time hire.
The firm
Senior finance expertise, applied directly to the business.
Compass & Ledger is an independent advisory firm for founder-led and owner-managed businesses that need rigorous financial work without the layers of a large firm.
01
One accountable adviser
The person in the first meeting is the person doing the work.
02
Joined-up financial work
Models, valuations, reporting and materials are built from the same source of truth.
03
Defined scope and terms
Clear outputs, realistic timelines and fees agreed before work begins.
04
Experience on both sides
Corporate finance, investment analysis and hands-on finance leadership inside growing businesses.
Featured engagement
Investor Ready in 30 Days
A focused engagement for owners approaching an equity raise, debt raise or refinancing. The model, valuation, investor materials and diligence pack are built together, so every document tells the same financial story.
- Duration
- 30 days
- Shape
- Fixed-fee project
- Core outputs
- Model · Valuation · Materials
- Best when
- Going to market in 30–120 days
Ways to work together
Compare all engagementsDefined engagements for different stages of the business.
From a single operating model to ongoing financial leadership, each engagement has a clear purpose and practical output.
Project · 2–6 weeks
The Operating Model
For management teams that need an institutional-quality financial model without a wider advisory engagement. Priced on the complexity of the business, not the hours.
From $4,000
Ongoing · Monthly retainer
The Embedded Finance Department
For companies that need CFO-level financial leadership without hiring full-time. One point of accountability for the numbers instead of three part-time ones.
From $5,000/mo
Project · 60 days
The 60-Day Finance Reset
For businesses where reporting, forecasting and financial control need rebuilding before anything else is worth doing. Close, management information and forecasting put on a working footing.
$11,500
Selected work
View selected workFinancial work shaped around the decision at hand.
Examples are anonymised where confidentiality prevents names or detailed results from being disclosed.
Healthcare · Multi-site UK
Multi-site healthcare group
A multi-entity healthcare business preparing to refinance after a period of operational change.
Management entered the refinancing with one consistent model and one reporting framework instead of several disconnected sets of numbers.
Industrial · Project finance
Five-site production platform
An owner-operated industrial platform raising project finance across five sites at different stages of build.
One funding requirement, defensible site by site, and a diligence process that ran without the numbers being restated.
Consumer · Venture-backed
Venture-backed consumer brand
A growing consumer brand going out for a priced equity round.
Materials that reconciled line for line, and an investor process where the finance questions were answered in advance rather than in the meeting.
Capabilities
See all capabilitiesEight specialist capabilities, brought together as the situation requires.
Financial models · Investor decks & executive summaries · Valuation & returns analysis · Data rooms & diligence readiness · 13-week cash flow forecasting · Monthly close & controls · Board & lender reporting · Transaction support
Next step
Thirty minutes. No pitch. Your situation, and what we would do about it.
If we are a fit, we will say so. If we are not, you will hear that too, and where to look instead. Either way you leave with a clearer picture of what good finance looks like for your business.