We help founders build the financial infrastructure they need to scale: management accounts, GTM reporting, forecasting, and finance function design balancing FTEs and AI agents.
The most common operational weaknesses we see in companies between $1M and $20M ARR.
Finance gaps often slow down equity or debt fundraising, weaken GTM and prevent businesses from scaling optimally.
Poor finances are one of the most common reasons deals slow down or fall apart. Investors and acquirers interpret disorganised finances as operational risk.
Lenders require clean, consistent accounts before they engage. If compliance, structural or financial uncertainties arise, lenders are usually unwilling to take the risk .
GTM decisions are often made without clear data on channels, customer segments, conversion rates or acquisition costs. This leads to weaker decisions on where to focus, where to invest and where to cut back.
Founders may be over-investing in the wrong areas, under-investing where it matters, or committing to a growth path they cannot fund.
P&L, balance sheet, and cash flow reporting built around your revenue model, cost structure, and reporting cadence. Structure follows industry practice and your business's goals to help you grow.
Metrics selected based on your business model, sector benchmarks, and strategic objectives.
GTM plans translated into financial assumptions: channel performance, customer segment signals, conversion benchmarking, CAC, hiring needs and runway impact. Built to show what growth the business can afford.
Rolling 13-week and 12-month models built around your actual cash dynamics: payment cycles, revenue seasonality, and growth assumptions tied to your plan.
Annual budget structured around your cost base, growth targets, and GTM plans. Monthly variance reporting with commentary calibrated to what management and the board need to make decisions.
Org structure, role definitions, AI agents and hiring roadmap based on your stage, sector norms, and where the business is going.
Finance function gaps surface at the worst moment: mid-raise when an investor asks for documents you don't have, or mid-process when a lender finds structural risks.
We help you design the finance function from the ground up: processes, tooling, AI agents, and reporting, so the business has the infrastructure to scale and raise.
Companies at different stages, from seed through to pre-exit, where the finance function has not kept pace with the business.
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