Startup & SME Financial Advisory

Startups and small businesses operate in fast-paced environments where every decision matters — especially the financial ones. Our Startup & SME Financial Advisory service is built specifically for early-stage and growing businesses. Whether you’re navigating your first funding round, building your financial model, or preparing for rapid scaling, we’re here to give you clarity, structure, and smart financial strategies that match your ambition.

Financial Expertise Designed for Founders, Startups, and Small Teams

We don’t just provide generic advice — we roll up our sleeves and work alongside you to solve real financial challenges. Our service is built to grow with you, offering foundational tools, flexible strategies, and expert insights tailored to your current stage of business.

Here’s what the service typically includes:

Startup financial modeling & forecasting: Build projections that support decision-making and investor conversations.
Funding strategy & capital planning: Evaluate equity vs. debt, prepare for fundraising, and identify suitable investors or lenders.
Cash flow & burn rate management: Keep a close eye on liquidity and runway with tools designed for high-growth businesses.
Unit economics analysis: Understand the true cost and profitability of your business model, per customer or product.
Financial reporting & KPI setup: Track performance and make data-backed decisions with clear dashboards and reports.
Pitch & investor readiness support: Create financial narratives and materials that resonate with VCs, angel investors, or banks.

WHAT YOU RECEIVE?

The Financial Toolkit Every Startup or SME Needs to Grow Smarter

You’ll receive a tailored financial model, cash flow tools, investor-ready pitch materials, and ongoing strategic advice — all aligned with your growth goals and operational needs. Whether you’re pre-revenue or scaling fast, we’ll help you build a resilient financial foundation.

Grow faster, raise smarter, and plan better, with startup-savvy financial guidance built just for you.

COMMON QUESTIONS

Do I need to be revenue-generating to benefit from this service?

Not at all. We work with pre-revenue startups, early-stage ventures, and growth-stage SMEs alike.

Can you help us prepare for our first investor pitch?

Yes. We assist with financial modeling, valuation preparation, and investor pitch decks that speak the language of funders.

Do you help with bookkeeping or taxes?

While we don’t provide bookkeeping ourselves, we can help set up your financial structure and refer you to trusted partners if needed.

What’s the difference between this and corporate financial advisory?

Startup & SME financial advisory is lean, practical, and tailored for agility — focused on growth, survival, and early-stage funding rather than large-scale transactions.

How long do engagements typically last?

It depends on your needs, some startups work with us for 4–8 weeks on a specific project, while others keep us on as part-time CFO support.