Your Finance Team for Seed to Series B

We build the models, dashboards, and processes that help founders raise capital and scale with confidence. Hands-on operators, not just advisors.

Let's Talk Our Services

How We Help

Board-ready models in weeks, not months. Right-sized systems for your stage.

Financial Modeling & Fundraising

Board-ready models in weeks, not months

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Integrated 36-month financial models — P&L, balance sheet, cash flow with scenario planning
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Investor-ready materials — Board decks, data rooms, financial narratives
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Revenue strategy & GTM alignment — Connecting financial plans to go-to-market execution

FP&A Architecture & Operations

Right-sized systems for your stage

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KPI dashboards & reporting — Real-time visibility into what matters
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Budgeting & forecasting frameworks — Annual budgets, rolling forecasts, variance analysis
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Finance systems setup — NetSuite, Anaplan, or the right tool for your stage
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Monthly close & analysis — Clean books, clear insights, on time

Why Startups Choose Us

Built for Startups

We've scaled finance functions from Seed to Series B and beyond. We know what works at each stage — and what doesn't.

Strategic + Hands-On

We don't just advise — we build the models, set up the systems, and get it done. Operators, not consultants.

Fast Time to Value

Most engagements deliver results in 4-8 weeks. Your runway matters — we move fast.

Fractional & Flexible

Senior expertise without the $300K+ full-time cost. Scale up or down as your needs evolve.

Series B • Deep-Tech

Finance Function Built in 8 Weeks

$25M+ venture-funded tech startup needed board-ready financials — fast

$25M+

Venture Capital Raised

8

Weeks to Delivery

36

Month Financial Model

100%

Board Ready

The Challenge

With only 8 weeks before a critical board meeting, the company lacked foundational finance elements:

• No financial model or annual budget
• No forecasting framework or internal controls
• Fragmented and unreliable Salesforce data
• No audit-ready Chart of Accounts
• No narrative or KPIs to support growth plan

Our Approach

Integrated Financial Modeling

Built custom 36-month model: P&L, Balance Sheet, Cash Flow, workforce planning, multi-scenario analysis

Data Clean-Up & KPIs

Cleaned all revenue/pipeline data, defined core KPIs (CAC, payback, GM%), built unit economics engine

System & Process Overhaul

Rebuilt Chart of Accounts, streamlined sales-to-collections workflow, established audit readiness

Strategic Narrative

Developed data-backed investor story explaining growth capacity, risk & upside

The Impact

In just 8 weeks, we delivered:

✓ Board-ready, fully integrated financial model
✓ Clean, audit-ready accounting structure
✓ Unified KPI & unit economics framework
✓ Modernized sales and invoicing workflows
✓ Confident, investor-ready financial narrative

"The company impressed their board with clarity and alignment, earning strong support for their long-term plan."

Meet the Team

Zuly Cheng

Finance & Strategy Executive

Builds FP&A functions for venture-backed startups from Seed to Series B. Hands-on operator who creates the models, dashboards, and processes founders need to raise capital and scale.

Select Experience: Auterion • Bright Machines • Magic Leap • Skillz • Beats

Contact Zuly

Anshu Agrawal

Valuation & Financial Modeling Expert

Delivers audit-ready valuations and financial models for venture-backed companies. From 409A valuations to M&A due diligence, builds the analyses investors and auditors expect.

Select Experience: VRC • MPI • Sigma Valuation • Endeavor Global

Contact Anshu