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Financial & Business Strategy

FP&A & Business Strategy

Financial planning & analysis, business strategy, and investor-ready reporting. The financial discipline of a high-growth company — without the overhead.

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Financial and business strategy leadership for startup team

Why FP&A Matters

Strategic finance and business strategy tailored to your startup's stage

Investor-Ready Financials

Build financial models and reporting that satisfy even the most demanding investors.

Extend Your Runway

Optimize cash flow and burn rate to give yourself more time to hit milestones.

Close Rounds Faster

Prepared data rooms and polished financials help you close fundraising rounds with confidence.

Board-Level Reporting

Professional financial reporting that builds confidence with your board and investors.

What We Do

Comprehensive financial leadership covering strategy, systems implementation, and operational excellence.

Financial modeling and forecasting
Cash flow management and optimization
Unit economics analysis
Data room creation and management
Investor presentation support
Board reporting and materials
Budget planning and tracking
Pricing strategy development
Financial due diligence preparation
Finance systems implementation
Procurement systems project management

Ideal For

  • 1

    Startups preparing to raise

    Need investor-ready financials and data room preparation

  • 2

    Founders needing financial discipline

    Want to optimize runway and understand unit economics

  • 3

    Teams with board reporting needs

    Need professional financial reporting for investors

Common Questions

What's the difference between FP&A and accounting?

Accountants handle historical compliance and bookkeeping. FP&A is forward-looking: financial modeling, forecasting, unit economics, pricing strategy, and investor communications. We provide strategic finance leadership, not bookkeeping.

How many hours per week do you typically work?

Engagements typically range from 8-16 hours per week, with flexibility to scale up during fundraising rounds or board meetings. We adapt to your specific needs and stage.

When should a startup invest in FP&A?

Ideal timing is when you're preparing to raise funding, need to optimize runway, or want to professionalize your financial operations. Typically pre-seed through Series B stage.

Can you help us prepare for due diligence?

Absolutely. Due diligence preparation is one of our core strengths. We ensure your financials, projections, and data room are investor-ready and can withstand scrutiny.

Ready for Strategic Finance Leadership?

Book a free 30-minute discovery call. No sales pitch — just an honest conversation about your financial and business strategy needs.

Book a Discovery Call