Service Offerings

Senior finance leadership, scoped to the problem in front of you

Seven core offerings and five fixed-scope packages. Delivered fractionally, as a defined project, or as ongoing advisory, across the United States, East Africa and Southern Africa, and increasingly in Latin America.

Seven core offerings

Most finance teams are not short of data. They are short of hours, because too many of those hours go into moving numbers from one place to another. We rebuild the finance and operations workflow around AI so the machine does the matching, the flagging and the first draft, and your people do the judgement.

This is not a technology pilot that lives in a slide deck. We assess the current state, quantify where the hours actually go, build the automation roadmap with an ROI attached, and then build one or two workflows live so you can see the time come back before you commit to the rest.

The experience behind it is operational, not theoretical: we automated reconciliation of more than $1B a year in transactions and created 500% scaling capacity in a business that had run out of headroom.

Finance automation

  • AI-assisted month-end close, matching, accruals, variance narrative drafting
  • Automated reconciliation across banks, payment rails and sub-ledgers
  • Anomaly and exception detection that surfaces problems in days, not quarters
  • Intelligent forecasting, cash modelling and revenue analytics

Operations and decisions

  • Agentic accounts-payable, accounts-receivable, expense and procurement workflows
  • Scenario modelling and predictive dashboards for the leadership team
  • Vendor and tooling roadmap: what to buy, what to build, what to leave alone
  • Data hygiene, controls and audit trail so automation survives an auditor
What changes: the close gets shorter, the forecast gets more honest, and your finance team stops being the bottleneck between a question and an answer. Every roadmap we build carries a measured time-saving so you can see what actually came back.

Rounds are rarely lost on the pitch. They are lost in diligence, when a model does not tie out, a cap table has a surprise in it, or a founder cannot defend the assumption behind the hockey stick. We find those things before an investor does.

We benchmark you against what institutional investors actually expect, give you a ranked and owner-assigned fix list, then build the raise package: investor-grade three-statement model, narrative, deck, and a data room that answers questions before they are asked. And then we run the process with you: investor targeting, first meetings, follow-up diligence, term-sheet negotiation support and close.

Across our history we have raised $40M+ in equity across 20+ campaigns, for companies from pre-seed through public markets, and on both sides of the emerging-market capital divide.

Readiness

  • Investor readiness assessment scored against best-in-class practice
  • Model stress test, cap-table audit and unit-economics review
  • Diligence gap analysis with a ranked, owner-assigned fix list
  • Corporate structure, governance and compliance readiness

The raise

  • Investor-grade three-to-five-year three-statement projections
  • Pitch deck, investor narrative and CIM authoring
  • Diligence-ready data room, built and maintained
  • Investor targeting, introductions, process management and close support
  • Equity, debt and convertible structuring
What changes: you walk into the room with a package that survives scrutiny, and you spend your energy on the conversation instead of on the spreadsheet behind it.

The CFO seat, filled properly, for the portion of the month your company actually needs it. We own the finance function: the close, the forecast, the cash, the board pack, the capital plan and the relationships that go with them. Typically two to four days a month for a fractional seat, full-time for an interim, and across a whole portfolio for funds and accelerators.

Finance foundations

  • Accounting, close and controls built for scale
  • FP&A: budgeting, forecasting, scenario planning and unit economics
  • Capacity planning and organisational design for the finance team

Reporting and capital

  • Executive dashboards, KPI and OKR architecture, investor-grade reporting
  • Board pack, board commentary and stakeholder communication
  • Capital structure strategy: equity, debt and convertible

Treasury and risk

  • Cash management, runway planning and treasury operations
  • Multi-currency and cross-border treasury structure
  • AML / KYC, licensing and compliance frameworks
What changes: your board meetings get shorter, your decisions get faster, and you get your evenings back.

Fast-growing companies outgrow their accounting long before anyone notices. Then a raise, an audit or an acquirer arrives and the gap becomes urgent and expensive. We clean up what is behind you and rebuild what is ahead of you, including the system it all runs on.

We have rebuilt a stalled $10M ERP implementation and stood up finance, HR and compliance functions from scratch, so we come to system selection with a healthy scepticism about what implementations actually cost.

Clean-up and catch-up

  • Multi-year clean-up, restatements and audit preparation
  • Revenue recognition and accounting policy refresh
  • Multi-entity and multi-currency consolidation

Systems and workflow

  • ERP selection: NetSuite, Sage Intacct, QuickBooks, Xero, Microsoft Dynamics
  • Migration, close-process redesign and integration architecture
  • Rescue of stalled or over-running implementations
What changes: the books stop being a liability in the data room and start being a management tool.

Cross-border growth fails for unglamorous reasons: the entity structure was wrong, the banking took four months, the local books never reconciled to the group, or the investor could not get comfortable with a jurisdiction they did not understand. We have been on both ends of that bridge for eighteen years.

For U.S. and international companies entering Africa or Latin America, and for African and Latin American companies raising from or entering the United States, we handle the structure, the compliance and the translation, commercial and cultural.

Market entry and structure

  • U.S. market entry for foreign founders: entity, banking, tax and compliance
  • Africa and Latin America entry playbooks for U.S. and international companies
  • Cross-border structuring, transfer pricing awareness and regulatory positioning
  • Multi-currency treasury and exchange-control-aware capital planning
  • Money-transmitter and multi-state licensing, AML / KYC infrastructure

Network and deal flow

  • In-market lawyers, banks, auditors and payment-rail providers
  • Venture and private-equity firms, family offices and angel syndicates
  • Technical and commercial due diligence on acquisition targets
  • Deal sourcing and investor-to-founder cultural translation
What changes: the border stops being the thing that slows you down.

A CFO who only looks backwards is an expensive historian. The most valuable finance work in a growth company is usually forward-facing and commercial: what to price, what to package, what to launch, what to stop, and what any of it is actually worth.

Commercial acceleration

  • Pricing, packaging and monetisation strategy
  • Business development strategy and pipeline build-out
  • Customer referral programme design: scope, timeline and expected ROI
  • Retention, cohort and lifetime-value analysis

New products, markets and ROI

  • Financial models for new initiatives: cash requirement, unit economics, ROI
  • Build-versus-buy and market-entry investment cases
  • Business-model validation for early-stage and portfolio companies
What changes: growth decisions get made on evidence rather than instinct. Referral design alone has lifted client sales by as much as 23%.

Sometimes the question is not "what is our margin" but "why is our margin not what it should be, and who knew." This work is discreet and evidence-led, and it is structured so the findings hold up in front of a board, an investor or an acquirer. Where a matter needs formal legal or expert-witness support, we work alongside counsel rather than in place of them.

Investigation and discovery

  • Internal fraud and misappropriation investigations
  • Financial statement reconstruction and margin-leakage analysis
  • Related-party and cash-movement tracing

Disputes and remediation

  • M&A purchase-price disputes and earn-out reviews
  • Controls remediation and corrective action plans
  • Board and investor reporting on findings
What changes: you get a defensible answer, and a control environment that stops it happening twice.

Signature Packages

Fixed-scope engagements with a defined deliverable and a clear timeline. Useful when you want a specific thing solved without opening an open-ended relationship, and a sensible way to work together for the first time.

~2 weeks

13-Week Cash Flow & Runway

Runway to the week, and what moves it.

Best for: founders watching the burn, or heading into a raise.

  • Rolling 13-week direct cash-flow model built from AR and AP
  • Runway and scenario toggles
  • Weekly variance against actuals

You receive: a live cash-flow model and a board-ready runway readout.

~4 weeks

Investor Readiness Review

See what stands between you and a clean raise, first.

Best for: founders three to nine months out from a round.

  • Model stress test and cap-table review
  • Data-room audit
  • Unit-economics and narrative gap analysis

You receive: a scored readiness report with a ranked, owner-assigned fix list.

6–8 weeks

Fundraise Sprint

Model, deck and data room, raise-ready in weeks.

Best for: founders cleared to raise and ready to go to market.

  • Investor-grade model and projections
  • Pitch deck and investor narrative
  • Diligence-ready data room

You receive: a complete, send-ready raise package.

4–6 weeks

Board-Ready Reporting

Reporting your board trusts and your team actually uses.

Best for: post-seed and Series A teams without senior finance reporting.

  • KPI and OKR architecture
  • Executive dashboard
  • Monthly board pack and commentary

You receive: a live dashboard, a board-pack template, and a reporting cadence that holds.

~4-week assessment

AI-Enhanced Finance Ops

Intelligence built into the finance stack, not bolted on.

Best for: teams losing hours to manual close, reconciliation, or AR and AP.

  • Current-state assessment and time-and-motion baseline
  • Automation roadmap with ROI
  • One to two workflows built live

You receive: an automation roadmap plus working automations with measured time savings.

What this costs

We do not publish rates, for a simple reason: a four-week readiness review and an embedded CFO seat through a Series A are not remotely the same commitment, and quoting a number before we understand your business would be guesswork dressed up as transparency.

What we do commit to is this. Scope, deliverables, timeline and fees are agreed in writing before any work begins. Fixed-scope packages are quoted as a fixed fee. Fractional seats are quoted as a monthly retainer against an agreed number of days. There are no hourly surprises, and there is no charge for the first consultation.

Engagement economics are calibrated to the market you operate in. We work with growth companies across East Africa and Southern Africa as well as the United States, and we structure engagements so that senior finance leadership is genuinely reachable in each.

Get a scoped proposal, start with a free hour
Calculator, coins and a financial statement
Scope, deliverables, timeline and fees, agreed in writing before any work begins. No hourly surprises.

FAQs

Fixed-scope packages usually begin within one to two weeks of agreeing scope. Fractional seats depend on current capacity: we deliberately hold a small number of engagements at a time so that each one gets a real CFO rather than a name on a proposal.

No. We sit above them. Your bookkeeper records what happened, your accountant files it, we tell you what it means and what to do next. Where the bookkeeping is not strong enough to build on, we will say so and help you fix it.

Almost certainly. We work across NetSuite, Sage Intacct, QuickBooks, Xero, Microsoft Dynamics, Oracle and Deltek, with Power BI, Tableau and Metabase for reporting. We are vendor-neutral: we would rather make your current stack work than sell you a migration you do not need.

That is the normal case, and it is exactly what the free hour is for. Most founders arrive describing a reporting problem and leave understanding it is a systems problem, or the reverse.

Not sure which of these fits?

That's normal, and it's exactly what the first hour is for.

Book your free 1-hour consultation