M&A

How do I get this company ready to be bought, and hold the price?

The company made buyable long before a buyer asks, then the deal run from the inside.

What gets built

The equity story, the model behind it, and the numbers a buyer can test without breaking them
Diligence prepared in advance: contracts, cohorts, margins, IP and data all traceable to source
The negotiation itself, sat in as principal rather than briefed from the sidelines

The price you agreed is the price that survives the process.

“A key part of our exit, data strategy and overall growth.”Mat Westergreen, CEO, Grantify

Book a call about m&a How the CFO seat runs

A team reading a live market screen in a dark room — Diligence starts, the numbers move, the price moves with them.Every answer already documented before the buyer asks the question.

Diligence questions answered same day

Today20%

After90%

Illustrative target for this function, not a measured client average.

Sales intelligence

How does finance make the sales team sell more, not just report on it?

The sales team handed intelligence, pricing and priority, so growth stops being a guess.

What gets built

Account research and buying signals gathered nightly, written up per account
Pricing and discount rules built from real margin, not from what the last deal did
One weekly view of pipeline, win rate and unit economics that sales and finance both trust

Sales stops working the loudest deal and starts working the best one.

“They turned data we were sitting on into real revenue streams.”Babacar Diallo, CEO, Oolu Solar

Book a call about sales intelligence How the CFO seat runs

A sales floor mid celebration, confetti falling around an old telephone — Reps pick accounts by feel, and pricing is whatever closes.Every account scored on margin, fit and likelihood before a rep opens a laptop.

Accounts researched before a call

Today0

After400 accounts

Illustrative target for this function, not a measured client average.

Investors

Who runs my raise: the deck, the data room, the diligence and the investors themselves?

The round owned end to end, from the first model to money in the bank.

What gets built

Investor deck and financial story built from the model, not written backwards from a target
A deal room that is complete on day one, so diligence never stalls the round
Investor scouting and a targeted list, then the relations work that keeps them warm between rounds

You run the raise instead of the raise running you.

“Our $30M round needed someone who understood valuation and the tactics behind a raise.”Carl Steinmann, Founder, Acresclub

Book a call about investors How the CFO seat runs

An archive room of numbered ledgers, staff working the shelves — The founder writes the deck at midnight and chases investors alone.A run process: targeted list, tested story, clean room, answered diligence.

Weeks from first meeting to term sheet

Today24

After12 weeks

Smaller is the point.

Illustrative target for this function, not a measured client average.

Reporting

Why do I get last month's numbers three weeks after last month?

Month end closed by AI, and the whole company reading the same live dashboard.

What gets built

An agent that reconciles and closes the ledger nightly, so month end is a review not a rebuild
Dashboards per function: finance, sales, operations, all off the same source
A board pack that writes itself from live numbers, with the commentary drafted

Decisions get made on this week's numbers, not last quarter's.

“An innovative financial leader. Scalable solutions, and a real leader.”Dan Moller, COO, Vinaya Technology

Book a call about reporting How the CFO seat runs

People standing in front of a wall of live charts — Close takes three weeks and lands in a spreadsheet nobody opens twice.Cash, margin and runway on a screen, current, for everyone who needs them.

Days to close the month

Today21

After2 days

Smaller is the point.

Illustrative target for this function, not a measured client average.

Modelling

Can somebody build me a model I can actually make decisions with?

One model behind the budget, the forecast, the raise and the price of the company.

What gets built

A driver based operating model: revenue, margin, headcount, cash, all linked
Rolling forecast and scenarios, so hire, raise and price decisions get tested before they get made
The same model used for the board, the bank and the buyer, so the story never changes shape

You can answer what happens if before you commit to it.

Book a call about modelling How the CFO seat runs

Engineers on a robotics line, arms idle behind them — Three spreadsheets disagree, and the newest one wins.One model, driver based, that reprices the moment a deal lands or a hire signs.

Hours to reforecast after a change

Today16

After1 hours

Smaller is the point.

Illustrative target for this function, not a measured client average.

Valuation and statutory

What are our patents, data and intangibles actually worth, and who files the accounts?

The assets nobody has valued put on the balance sheet, and the statutory work handled.

What gets built

IP and data valuation read off the claims and the asset itself, not off the marketing page
Statutory accounts and filings run with your accountant, on time, without founder time in it
R&D tax relief claims prepared from the engineering record as the work happens

You stop giving away the most valuable thing you own inside a revenue multiple.

Book a call about valuation and statutory How the CFO seat runs

Inventors marking up technical drawings in a workshop — IP and data sit in a drawer, priced at nothing.Every asset valued, defensible, and separated from the revenue multiple.

Intangible assets carried at zero

Today100%

After0%

Smaller is the point.

Illustrative target for this function, not a measured client average.

Pick the one keeping you up.

Twenty minutes. You leave knowing whether it needs a CFO or a system.

Book a call What gets built by the FDE