Aligning Capital With Strategy
Great companies don’t just chase growth, they plan for it, fund it, and adapt to it. As your company scales, financial clarity becomes a strategic weapon. Without it, even promising ventures risk burning out, missing investor targets, or misallocating precious capital.
Our Financial Planning & Capital Allocation service helps founders and leadership teams gain financial visibility, shape capital strategy, and make confident decisions. We combine rigorous modeling, scenario planning, and capital allocation frameworks—all tailored to your unique stage and ambitions.
Whether you're preparing for a fundraise, navigating uncertain markets, or deploying capital after a raise, this service ensures that your numbers serve your vision.
A solid financial model is more than just rows and formulas—it’s a living, strategic document that guides how you operate, hire, invest, and raise.
We build or refine:
Integrated 3-statement financial models (P&L, cash flow, balance sheet)
Top-down and bottom-up forecasts linked to your business drivers
KPI dashboards to track burn, runway, CAC, LTV, payback, margins, and more
Custom modules for unit economics, pricing strategy, or geographic expansion
Our models are designed for clarity and flexibility—so you can adapt them as your business evolves.
The future doesn’t always go according to plan. That’s why founders and CFOs need to see around corners.
We help you:
Create multiple growth and cost scenarios (best case, base case, downside)
Run sensitivity analyses to understand what happens when key metrics change (e.g., conversion rates, churn, hiring pace)
Evaluate runway extension plans and contingency paths
Build investor-ready outputs that demonstrate risk awareness and preparedness
This isn’t just about risk management—it’s about better, faster decision-making under uncertainty.
Raising capital is one challenge. Spending it wisely is another.
We help you align capital deployment with strategic priorities:
Define investment themes (e.g., new markets, team expansion, R&D, GTM)
Build capital allocation frameworks to prioritize initiatives by ROI and time horizon
Create dashboards for tracking capital use post-raise
Align burn and runway with fundraising milestones or revenue targets
This discipline makes it easier to say no to distractions—and yes to high-impact growth bets.
Investors don’t just want numbers—they want visibility, credibility, and narrative alignment.
We ensure that your financial plan:
Matches your funding ask and valuation logic
Reflects sane and achievable milestones
Supports a clear use-of-funds story
Is structured in a way that accelerates investor confidence, not skepticism
We also prepare you for investor Q&A, board conversations, and follow-on funding analysis.
Without financial clarity, startups risk:
Misjudging runway or hiring too fast
Missing key signals until it's too late
Undermining investor trust with sloppy numbers
Under-investing in what actually drives growth
With strategic financial planning, you:
Make better, faster decisions
Plan your growth with confidence
Communicate clearly with internal and external stakeholders
Maximize ROI on every dollar you raise or earn
This service is built for:
Seed to Series B companies preparing for rapid growth or capital raising
Founder-led teams transitioning to CFO-level financial discipline
Companies post-funding needing to allocate and track capital wisely
Startups navigating uncertain markets and planning for different outcomes
If you’ve ever felt unsure about how long your runway lasts, where to invest next, or what numbers to share with investors—we can help.
