Most growing businesses have accurate-enough numbers and no useful insight. We build the forecasting models, KPI frameworks, and reporting infrastructure that replace gut feel with genuine financial clarity — and give your investors confidence to back you.
ARR scaled at a PE-backed consultancy — with EBITDA margins expanded from ~10% to ~40% over the same period
Capital raised across equity, innovation grants, and structured financing — all supported by financial models built and defended in-house
Exit transactions where the financial model and data room were a material factor in the price achieved and speed of close
Jurisdictions with direct finance operations — UK, EU, US, Australia, Singapore, HK — each with different reporting and compliance requirements
Every FP&A engagement is scoped around what the business actually needs — not a generic template deployed for every client. The outputs below are the most commonly requested and most commonly built.
A fully integrated P&L, balance sheet, and cash flow model — built around your specific business drivers, not a generic SaaS or services template. Assumption-led, scenario-ready, and investor-defensible.
The right metrics for your stage and model — ARR, NDR, CAC:LTV, gross margin by product line, headcount efficiency ratios — built into a board-ready dashboard your leadership team actually uses.
Structured management accounts with commentary — actuals vs budget, prior period, and forecast — delivered in the format your board and investors expect, on a consistent timetable.
13-week rolling cash forecast integrated with your accounting system — so you know your runway position in real time, not after the month-end close three weeks later.
Base, upside, and downside scenarios built into the model — so you can walk into a board meeting or investor call with a clear answer to "what if revenue is 20% below plan?"
Monthly or quarterly investor packs — designed to the standard PE/VC investors expect, including budget vs actual, covenant tracking, and operational KPIs alongside the financial statements.
The gap between a business that runs on management accounts and one that runs on forward-looking financial intelligence is significant — and it widens as the company grows. Management accounts tell you what happened. A properly built FP&A function tells you what's about to happen, and why, and what to do about it.
The problem for most growth-stage businesses is not the accounting — it is the absence of structured forecasting, meaningful KPIs, and a financial model that leadership actually trusts. When those are missing, decisions get made on incomplete information, investor conversations become reactive, and capital is allocated without a clear framework.
Every FP&A engagement starts by establishing a single version of the truth — one model, one dashboard, one set of numbers that everyone references — and then building out the analytical layer that makes that data actionable.
We build from your existing accounting system — Xero, NetSuite, QuickBooks, or otherwise — rather than asking you to start from scratch. The model is built in Excel or Google Sheets (or both), structured so your finance team can maintain it without returning to us every month.
The investor layer is built in from the start — assumptions are visible, drivers are documented, and the model is structured so that financial due diligence questions can be answered quickly and credibly. That matters more than most founders expect when a process actually starts.
Whether you need a model from scratch or want to rebuild one that no longer serves you — start with a 30-minute call.
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