Five ways we build capital clarity.

Every service is built on research-grade methodology. Every output is defensible. Every recommendation is capital-aware. No guesswork. No generic templates.

01

FP&A Systems & Modeling

Most financial models are built to impress. Ours are built to be interrogated. Three-statement models, rolling forecasts, and scenario analysis where every assumption is documented, every projection is defensible, and every output helps you make a decision.

We do not hand you a spreadsheet and walk away. We build the financial infrastructure and then partner with you to use it month over month as your business evolves.

What You Get

Three-statement financial model (P&L, balance sheet, cash flow) with documented assumptions
Rolling 12 to 18 month forecast updated monthly with actuals
Scenario analysis: base case, upside, stress case with clear trigger points
Monthly variance analysis: actuals vs forecast, explained in plain language
Annual budget and headcount planning with department-level detail

Ideal For

Founders preparing for a fundraise, board meetings, or who need to understand their financial position at depth before making a significant strategic decision.

Discuss This Service
Outcome
Research-Grade
Every model we build is designed to withstand investor scrutiny. Documented assumptions, defensible projections, and outputs founders actually use to make decisions.
100%Assumptions documented
3Scenarios modelled
18moRolling forecast horizon
MonthlyActuals update cycle
02

Capital Efficiency Strategy

Capital is not just cash in the bank. It is how every pound and dollar moves through your business: how efficiently it is deployed, how quickly it returns, and whether the unit economics support the growth you are planning.

We diagnose where capital is leaking, model the interventions, and partner with you to implement them. Burn rate optimisation, working capital management, pricing strategy, and unit economics that actually mean something to the decisions you are making.

What You Get

Burn rate diagnostic: where capital is being consumed and at what rate
Working capital optimisation: receivables, payables, and cash conversion cycle
Unit economics modelling: CAC, LTV, payback period, contribution margin by segment
Pricing model review: does your current pricing protect margin as you scale?
Runway extension plan: ranked interventions by capital impact and implementation effort

Ideal For

Founders who know their burn is high but cannot pinpoint why, who are approaching a fundraise and need to demonstrate capital efficiency, or who are scaling fast and want to protect margins.

Discuss This Service
Outcome
Capital-Aware
We diagnose where capital is leaking, model the interventions, and partner with you to implement them. Every recommendation is tied to measurable capital impact.
Burn RateDiagnostic & reduction
RunwayExtension planning
Unit EconModelled to decisions
PricingMargin protection
03

Investor Readiness & Fundraising

Investors do not fund ideas. They fund capital-efficient execution backed by research-grade financials. The difference between a confident raise and a prolonged due diligence process is almost always the quality of your financial package.

We build the investor-grade financial infrastructure that gives your investors confidence, not questions. From the first pitch to final due diligence, your numbers will be the strongest part of your deck.

What You Get

Investor-grade financial model built to withstand due diligence scrutiny
Capital readiness assessment: what investors will ask and whether your answers are ready
Use of funds model: how capital will be deployed and what milestones it unlocks
Valuation sensitivity analysis and comparable transaction benchmarks
Data room financial pack: organised, clean, investor-ready documentation

Ideal For

Founders 3 to 6 months from a Seed, Series A, or Series B raise who want to enter investor conversations with complete financial confidence and zero surprises in due diligence.

Discuss This Service
Outcome
Investor-Grade
We build the financial package that gives investors confidence, not questions. From first pitch to final due diligence, your numbers will be the strongest part of your story.
$100M+Client capital supported
Seed to BStage coverage
Data RoomInvestor-ready pack
0Inflated projections. Ever.
04

M&A & Transaction Support

Whether you are acquiring a business, preparing for a strategic exit, or navigating a transaction that will define the next chapter of your business, the quality of your financial analysis determines whether you walk away with a deal that works.

Backed by the founder's career experience spanning $900M+ across fund management, M&A, and CFO advisory, including $400M+ in direct M&A due diligence, we bring institutional-grade rigour to founder-led transactions.

What You Get

Financial due diligence: buy-side or sell-side, end-to-end
Valuation modelling: DCF, comparable transactions, and precedent analysis
Deal structuring: price, earn-outs, working capital adjustments, completion accounts
Post-acquisition financial integration planning

Ideal For

Founders exploring an exit, considering an acquisition, or entering a transaction process and needing a senior financial advisor who has done it before at scale.

Discuss This Service
Track Record
$400M+
In M&A due diligence and transaction support across private equity, venture capital, and strategic buyers.
PE / VCTransaction experience
StrategicBuyer advisory
Buy & SellSide coverage
50+Businesses served
05

Performance Dashboards & KPIs

Most founders have dashboards nobody opens. Charts that show activity without context. Metrics that track what happened, not what it means or what to do next. That is not a dashboard. That is a distraction.

We build KPI frameworks and dashboards connected to your capital position and strategic decisions. Every metric has a definition, a target, and a clear link to what you should do when it moves.

What You Get

KPI framework: the 8 to 12 metrics your business actually needs to track, defined and baselined
SaaS metrics suite: MRR/ARR, churn, NRR, CAC, LTV, gross margin
Monthly management reporting pack: plain-language narrative, not just charts
Board and investor reporting templates with commentary framework

Ideal For

Founders who have data but lack insight. Who produce reports but do not use them. Who want to move from tracking activity to making capital-aware decisions on a monthly cadence.

Discuss This Service
The Principle
"If you cannot explain your gross margin in one sentence, your investors will explain it for you."
And you will not like their version. Every dashboard we build makes the numbers explainable, defensible, and decision-ready.

Not sure which service fits first?

Book a discovery call. We will tell you exactly where the highest-leverage financial work is in your business right now.