Startups

Driving growth and performance through strategic collaboration

Startups face constant pressure to raise capital, extend the runway, and make fast, high-stakes decisions — often without the financial infrastructure to support them.

Financial forecasting and planning, strategic advisory, and audit readiness are essential tools that help founders navigate uncertainty, allocate resources effectively, and prepare for investor scrutiny. These solutions enable transparent communication with venture capital firms and other investors, strengthening trust and alignment, and inform critical decisions around hiring and growth.

As startups scale, building this financial foundation becomes key to sustaining momentum and unlocking new opportunities.

The financial realities of scaling a startup

Financial models that break down as complexity increases

Lack of preparedness for audits, diligence, or institutional funding

Pressure to deliver investor-grade reporting with limited resources

Difficulty forecasting runway and managing burn as expenses grow

Limited visibility into future cash flow and funding needs

Inconsistent or incomplete data for decision-making

Shifting from reactive to proactive financial planning

Uncertainty around when and how to hire or expand

Our approach

Experience

Our professionals bring experience across complex financial environments to help startups navigate early growth and scale.

Innovation

We design agile financial strategies that adapt to the fast pace and unpredictability of startup life.

Integration

We embed within teams to align with workflows and deliver real-time support, insights, and guidance.

Scale

Our team supports growth with structured, scalable processes tailored to each stage of your journey.

Our services designed for startups

Forecasting and financial planning

Build dynamic 3–5 year financial models
Forecast cash flow and scenario outcomes
Prepare financials and materials to support early-stage fundraising
Develop budgets and track actual vs. plan

Audit and compliance readiness

Clean and structured financial statements
Map financial processes and controls
Support audit preparation and investor diligence
Identify gaps ahead of institutional funding

Strategic advisory

Optimize capital allocation and runway strategy
Support go-to-market and hiring decisions
Design board and investor reporting frameworks
Define and track key performance metrics