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Our Services

You've secured funding, now comes the hard part.

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Raising capital is a milestone worth celebrating, but it also marks the beginning of your next challenge: turning investor confidence into long-term growth. Too often, founders burn through funding without a clear plan for how to stretch their runway or measure against the promises they made.

90-Day Sprints

Sprints are designed to set your company up for success by aligning with the natural rhythm of growth—solving the right financial problems at exactly the right time. Whether you start in Q1 or Q3, each sprint is circular and strategic, building toward long-term clarity, control, and momentum no matter where you begin.

Q1: Finance Reset & Forecast Acceleration

  • Create or audit financial model

  • Clean chart of accounts & categorize key drivers

  • Create or refresh cash-flow projections

  • Set up weekly/monthly financial rhythm

Q2: Headcount & Hiring Strategy

  • Headcount planning model

  • Salary benchmarks & total comp forecasting

  • Role prioritization based on growth plan

  • Budget integration

  • Hiring calendar

Q3: Strategic Planning

  • Create 3-5-10 year Long-Range Plan (LRP)

  • High-level financial model tied to milestones

  • Refine key metrics/OKRs for planning horizon

  • Board-ready summary deck

Q4: Annual Operating Plan & Budget

  • Develop AOP

  • Top-down & bottoms-up budget process

  • Set monthly targets

  • Align AOP with cash runway

  • Board-ready summary deck

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A' La Carte Services

If a full sprint isn’t the right fit, these services offer targeted support where and when you need it most. These are designed to bring clarity to your financials, fill critical gaps, and help you make faster, more informed decisions—without the need for a long-term commitment.

Founder & Executive Coaching

  • Financial decision-making support

  • Budget & Cash flow reviews with founder-level framing

  • Coaching on building internal finance capabilities

  • Strategic thought partnership - when you need someone in your corner

Financial System Design

  • Financial Systems Audit – Systems review + gap assessment

  • Software Evaluation – Strategic guidance on choosing finance tech stack

  • Software Implementation – Tools setup (ERP + EPM)

Modeling & Planning Assets

  • Pro Forma Financial Model

  • Headcount Planning – Hiring plan + total comp modeling

  • Revenue Models – Scenario-based revenue forecasting

  • Cash Flow Model – Burn visibility + runway extension planning

Executive Reporting & Budgeting

  • High-Level & Bottoms-Up Budget – Full-stack budgeting with department alignment

  • Monthly / Quarterly Board Packages – Custom, investor-facing finance decks

  • Long-Range Plans (3yr, 5yr, 10yr) – High-level growth modeling

  • Annual Operating Plan (AOP) Process – Full-cycle planning (outside Q4 sprint structure)

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