Tier 01 — Monthly
Standing review.
A monthly working session with reporting, KPIs, and the time to interpret what the numbers are telling you.
A finance partner for owners and executives whose decisions warrant a numbers-fluent voice in the room — pricing, capital, scenarios, board reporting.
We embed with a small number of owner-led businesses and operating companies on a part-time basis — weekly, monthly, or as the question warrants. The work is whatever the business needs most: cash-flow planning, pricing analysis, the financial conversation behind a hiring or financing decision, the model that goes to a banker or board.
The aim is not to add to your inbox. The aim is to make the next consequential decision a more confident one.
The work is shaped to where the business is. Common engagements include any combination of the below.
13-week cash forecasting, working-capital management, scenario modeling for downside and upside cases.
Unit economics, margin attribution, pricing strategy, cohort and customer-level profitability.
Debt and equity structuring counsel. Banker, lender, and investor communications. Term-sheet review.
Investor-grade monthly packages, board materials, KPI dashboards, narrative for the numbers.
Annual operating plans, three-year financial models, hiring and capacity planning, expansion modeling.
Sell-side and buy-side financial diligence support. M&A modeling. Integration of acquired entities.
We adapt to where the business is. Most clients begin monthly and move to a closer cadence as the relationship grows.
A monthly working session with reporting, KPIs, and the time to interpret what the numbers are telling you.
Cash-flow build-out, raise model, pricing analysis. Clearly scoped deliverables on a flat fee.
Closer to a part-time leadership role than an outsourced service. For businesses in growth or transition.
Thirty minutes to understand the business and the decisions on your plate. No obligation.
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