FINANCIAL HEALTH

CHECKUP

Turn insights into action.

Build a strong financial foundation for your startup with a detailed assessment and expert recommendations.

What You’ll Get: 

  • 1. Pre-Engagement Preparation (30–60 minutes)

    Financial statements (Income Statement, Balance Sheet, Cash Flow).

    Business plans, KPIs, and product roadmaps.

    Budgets, forecasts, and financing arrangements.

    Governance documents, organizational charts, and cap tables.

  • 2. Leadership Fact-Finding Session (30 minutes)

    Leadership Fact-Finding Session (30 minutes)

    Your immediate financial concerns (cash flow, profitability, compliance).

    Strategic alignment with business goals (GTM, product roadmap, exit strategies).

    Operational hurdles and risk management gaps.

  • 3. Financial Health Analysis (2.5 hours)

    Corporate Governance: Ensure proper structure, documentation, and risk mitigation.

    Business Strategy & KPIs: Align your goals with measurable success metrics.

    Treasury & Finance Operations: Optimize budgets, reporting, and funding strategies.

    Compliance & Risk Management: Strengthen compliance processes and assess key risks.

  • 4. Action Plan Development (30 minutes)

    Receive a prioritized roadmap for success, addressing:

    Short-term fixes for immediate improvements.

    Medium-term initiatives to streamline operations.

    Long-term strategies for sustainable growth.

Our Process

  1. Introductory Call (15 minutes): Meet with our CFO to discuss your goals and understand the process.

  2. Engagement Setup: Confirm your session with a retainer payment.

  3. In-Depth Assessment: Let us do the heavy lifting with a thorough analysis of your business.

  4. Final Meeting: Receive and discuss your customized Action Plan.

Why Choose Us? 

  1. Focused on Startups: We understand the unique challenges of scaling a business.

  2. Expert-Led Process: Work directly with experienced CFOs.

  3. Results-Driven: Leave with a clear plan and actionable insights to move forward.

Your Deliverables

  1. A tailored Action Plan to guide your next steps. 

  2. Recommendations to strengthen your financial health and drive success. 

  3. Insights to scale your operations with confidence. 

Take the First Step

Let’s identify your challenges, unlock opportunities, and prepare your business for the next phase of growth.