Start where the business actually is. If you are between two of them, that is a five-minute conversation on the discovery call.
For businesses approaching an equity raise, debt raise or refinancing. One workstream, one set of assumptions, four documents that agree with each other.
Best whenGoing to market in the next 30–120 days
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.
Best whenYou need the model, not the whole raise
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.
Best whenYou need the numbers run, every month, properly
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.
Best whenThe numbers are not trustworthy enough to raise on
The same four engagements, on the terms that usually decide it.
| Engagement | Shape | Duration | Fee | Best when |
|---|---|---|---|---|
| Investor Ready in 30 Days | Flagship project | 30 days | Fixed fee | Going to market in the next 30–120 days |
| The Operating Model | Project | 2–6 weeks | From $4,000 | You need the model, not the whole raise |
| The Embedded Finance Department | Ongoing | Monthly retainer | From $5,000/mo | You need the numbers run, every month, properly |
| The 60-Day Finance Reset | Project | 60 days | $11,500 | The numbers are not trustworthy enough to raise on |
Hourly billing makes you ration the thing you most need, which is access. One number, agreed before we start.
Not a checklist. If getting you where you are going takes something that was not on the list, we build that too.
If your records will not support what you are asking for, or another firm fits better, you will hear it on the first call.
Every model, forecast and process is documented and trained out. A tool only we can run is a dependency, not an asset.
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.