• Expert CFO guidance and AI-powered insights for the next generation of high-growth businesses.

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Areas of Practice

AI Powered Financial Intelligence

We use cutting-edge AI tools to deliver faster insights, automate reporting, and create leverage for your finance function.

AI-Powered Services Include:

  • AI-driven forecasting: Dynamic models trained on historical and real-time data

  • Automated reporting: Dashboards and board decks built using GPT + BI platforms

  • Cash flow alerts and anomaly detection: Proactive flagging of spend anomalies or cash deviations

  • Contract and billing intelligence: NLP-powered parsing of MSA/SAAS agreements for revenue timing

  • Investor update automation: Draft summaries and metrics for founder-to-investor communication

  • Founder-facing AI assistant: (Beta) Your embedded finance co-pilot for real-time answers and what-if analysis

Fundraising and Investor Readiness

Whether you’re raising a Seed round or prepping for Series B, we make sure your story and your numbers align.

What we deliver:

  • Fundraising financial models

  • Pitch deck input and refinement

  • Data room setup and diligence prep

  • Investor Q&A scripting and support

Strategic FP&A and Forecasting

We design dynamic models and forecasting frameworks to help you understand where your business is going—and how to get there with confidence.

What we deliver:

  • Cohort-based revenue forecasting

  • 3-statement models (P&L, balance sheet, cash flow)

  • Scenario planning and sensitivity analysis

  • Budget creation, variance tracking, and OPEX planning

Cash Flow & Burn Management

We help founders extend runway, manage burn with discipline, and avoid surprises—backed by real-time cash visibility.

What we deliver:

  • 13-week cash flow forecasts

  • Burn-rate tracking dashboards

  • Unit economics breakdown (LTV, CAC, payback)

  • Cash scenario modeling for hiring and scaling