STRATEGIC FINANCE
ADVISORY SERVICES THAT
MOVE THE NEEDLE.
From raising your institutional round to navigating a complex acquisition -
we are in the room with you, from strategy through execution
01
FUNRAISING ADVISORY
From first pitch to signed term-sheet - we build your raise from the ground-up
PRE-SEED
SEED
SERIES A
SERIES B
SERIES C+
Raising capital is one of the most consequential decisions a company makes and most founders go into it underprepared. The wrong narrative, a model that doesn't hold up to scrutiny, or a data room that raises red flags can cost you months and millions.
We build the investor narrative, financial model, and data room from scratch and stay with you through every investor meeting, question, and negotiation until you close on your terms.
BEST SUITED FOR:
Founders preparing for their first institutional round
Companies that have raised before but struggled with investor scrutiny
Growth-stage companies targeting Series B/C with complex unit economics
Businesses needing a credible financial story to support a premium valuation
WHAT WE DELIVER:
Investor narrative and pitch deck financial story
3-5 integrated financial model (P&L, Balance Sheet, Cash Flow)
Unit economics deep-dive (CAC, LTV, payback period, gross margin)
Use of funds analysis and runway modeling
Full data room — financials, KPIs, contracts, legal
Valuation analysis and comparable benchmarking
Term sheet review and negotiation support
Investor Q&A prep and due diligence support
02
MERGERS AND ACQUISITION ADVISORY
Buy-side and sell-side transaction support - from first look to integration
INTEGRATION
BUY-SIDE
SELL-SIDE
DUE-DILIGENCE
Most M&A deals fail not because of bad strategy, but because of poor financial due diligence, overestimated synergies, or integration plans that were never built. We have seen every failure mode — and we design our engagements to prevent them.
Whether you are acquiring a competitor, exploring a sale, or evaluating a merger, we bring the financial rigor and operator experience to make sure the numbers — and the deal - hold up.
BEST SUITED FOR:
Companies evaluating or pursuing an acquisition target
Founders considering a sale or recapitalization
PE-backed businesses pursuing a roll-up strategy
Companies entering a merger needing independent financial analysis
WHAT WE DELIVER:
Target screening and financial profile analysis
Financial due-diligence - Quality of Earnings, Working Capital etc.
Valuation (DCF, comparable transactions, precedent transactions)
Synergy modeling - revenue, cost and capital synergies
Deal structure and consideration analysis
LOI and purchase agreement financial review
100-day integration financial plan
Post-merger financial reporting framework
03
DEBT ADVISORY
The right debt structure - from the right lenders - on terms that preserve your optionality
VENTURE-DEBT
REVOLVING CREDIT
MEZZANINE
Debt is one of the most misunderstood tools in a company's capital structure. Taken on at the wrong time, from the wrong lender, on the wrong terms — it becomes an anchor. Structured correctly, it extends your runway, preserves equity, and gives you strategic flexibility.
We identify the right debt instrument for your stage, connect you with the right capital partners, and negotiate terms that protect your business — not just the lender.
BEST SUITED FOR:
Venture-backed companies extending runway between equity rounds
Profitable businesses looking to fund growth without dilution
Companies refinancing existing debt at better terms
Businesses evaluating debt vs equity for their next capital raise
REFINANCING
WHAT WE DELIVER:
Debt capacity analysis and optimal structure recommendation
Lender identification and shortlisting
Lender information memorandum and financial package
Term sheet comparison and negotiation support
Covenant analysis and risk assessment
Debt vs Equity decision framework
Drawdown and Repayment modeling
Post-close compliance and reporting setup
04
PRICING & MONETIZATION
Pricing architecture that maximises LTV without leaving growth on the table
DUE-DILIGENCE
DUE-DILIGENCE
INTEGRATION
Pricing is the single highest-leverage lever in any business - a 5% improvement in price realization typically has 3–5x the bottom-line impact of a 5% improvement in volume. Yet most companies set pricing once at launch and barely revisit it.
We design pricing architectures that align with how your customers perceive value, what the market will bear, and what your unit economics require — then we build the models to prove it before you launch.
BEST SUITED FOR:
SaaS companies suspecting they are leaving revenue on the table
Companies launching a new product or entering a new market
Businesses transitioning from flat-fee to usage-based pricing
Growth-stage companies with deteriorating gross margins under scale
WHAT WE DELIVER:
Pricing model audit - what’s working, what’s causing leakage
Competitive pricing benchmarking and market analysis
Value metric identification and packaging design
Price elasticity and sensitivity modeling
Tier and bundle architecture recommendations
Discount and promotion policy framework
Revenue impact modeling pre-launch
Post-launch pricing performance monitoring framework