Startup Financial Advisory

Financial Strategy That Fuels Startup Growth

I have spent time on both sides of the table - raised and managed funds.


This offering is designed to help early-stage and growth-stage companies establish a solid financial foundation, optimize cash flow management, and develop a strategic roadmap toward their next major growth milestone. I provide tailored financial insights to ensure startups are well-equipped to make data-driven decisions that enhance value creation and operational efficiency.

Every founder + investor needs:

  • MONTHLY CLOSE PROCESS

    A reliable monthly close process ensures you have financial data you can trust.

  • CLEAR FINANCIAL CONTROLS

    SOPs that create  structure and accountability, helping you create control mechanisms and build investor trust.

  • REAL TIME CASHFLOW AWARENESS

    Insight into exactly how much cash remains and how long it will last.

  • STRATEGIC FINANCIAL ROADMAP

    A well-defined plan that  reduces risk, optimizes resources, and ensures you hit key milestones efficiently.

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MY APPROACH

I take a structured, hands-on approach to financial advisory, working closely with startup founders and leadership teams to assess current financial health, align financial systems, identify key challenges, and establish a sustainable financial framework.

  • INITIAL FINANCIAL ASSESSMENT

    Reviewing financial statements, current cash position, funding sources, and revenue streams.

  • COMPANY STATUS EVALUATION

    Determining the startup’s phase and stage (e.g., pre-seed, seed, Series A) and aligning financial strategies accordingly.

  • SYSTEMS ANALYSIS

    Assess current processes and systems status and to optimize for company/investor requirements.

  • DEFINING NEAR-TERM GOALS

    Setting realistic short-term financial and operational milestones.

  • VALUE CREATION + INFLECTION POINTS

    Identifying the next key milestones that drive valuation increases and investor interest.

  • STRATEGIC ROADMAP DEVELOPMENT

    Creating a high-level action plan to achieve financial sustainability and prepare for future growth.
INITIATE PROJECT

VALUE PROPOSITION

FINANCIAL CLARITY + RISK MITIGATON

Gain a clear understanding of financial strengths, weaknesses, and risks to make informed strategic decisions.

OPTIMIZED CASH FLOW MANAGEMENT

Ensure cash is used efficiently to support growth without unnecessary dilution.

INVESTOR-READY FINANCIALS

Prepare solid financial documentation to attract and retain investors.

SCALABLE FINANCIAL PROCESSES

Implement financial systems and SOPs that evolve with the business as it grows.

The Work

INITIATE PROJECT

  • DETAILED FINANCIAL HEALTH REPORT

    A comprehensive analysis of current financial standing.

  • CASH BURN + FORECASTING MODEL

    Projections that help manage cash flow, optimize runway, and plan for capital needs.

  • HIRING PLAN + BUDGETING

    Guidance on financial considerations for talent acquisition and resource allocation.

  • BASIC STANDARD OPERATING PROCEEDURES (SOPs) 

    Implementation of financial management best practices, including reporting frameworks and compliance protocols.

  • FINANCIAL REPORTING FRAMEWORK

    Standardized reporting structures to improve investor transparency and decision-making.

  • TERM SHEET + DEAL ANALYSIS

    Expert review and analysis of investor term sheets, funding deals, and equity structures to ensure alignment with long-term business goals and financial health.

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INITIATE PROJECT