Our Solutions

• Strategic Financial Planning & Analysis
  • Advanced, bottom-up 3-statement financial forecasting (P&L, Balance Sheet, Cash Flow Statement)
  • Strategic business planning, industry benchmarking, and financial guidance
  • Financial reporting packages for internal analysis and external reporting (e.g. Board and Fundraising materials)
  • Dashboards to efficiently gauge business health and performance
  • Monthly variance analysis to determine catalysts for over or under-performance
  • Dynamic model inputs for streamlined scenario planning and sensitivity analysis
  • Reverse-engineering of future financing rounds, to determine optimal resource allocations
  • Bottom-up projections for increased accuracy
  • Accounting and HR automation to sync historical financial data within the projection model
  • Board and fundraising presentation packages and support

• KPI Analytics
  • We uncover, benchmark, and track critical, hard-to-calculate metrics (LTV, fully-loaded CAC, Payback Period, Magic Number + more) to induce real-time, data-driven decision-making, steer your company in the right direction, and create value
  • Bottom-up model build-out produces accurate KPI calculations
  • We coach our clients on speaking to the numbers and understanding appropriate KPI benchmarks and milestones
• Ongoing support
  • Strategic guidance, monthly variance analysis, updated forecasts, and Board support to consistently monitor financial performance and drive business improvements
  • Monthly reporting packages
  • Network support
  • Fundraising support highlighting key metrics and milestones, reverse-engineering future financing rounds, and backing up your story to impress VCs and stand out amongst peers