Venture Advisory

Strategic Finance for the Growth Stage.

We help you professionalise KPIs, optimise unit economics, and build a data‑driven finance function – with AI‑powered dashboards and forecasting.

Real-time KPI dashboard for a growth-stage company showing charts for unit economics, CAC, LTV, and cash flow forecasting.

KPIs, Reporting & Unit Economics

Monthly management pack with revenue, burn, CAC, LTV, gross margin, and cohort analysis.

Example of a monthly management pack PDF report with strategic charts, variance analysis, and actionable commentary for a board meeting.

Cash Flow & Runway Extension

13‑week rolling forecast + 12‑month strategic forecast, with what‑if scenarios.

Automated data flow diagram connecting accounting software like Xero and QuickBooks and CRM like Salesforce to a central AI-powered analytics hub.

Cash Flow Forecasting & Runway Extension

AI Edge

Automated flows pulls data from your accounting and CRM, flags unexpected changes in unit economics and predicts cash gaps.

Why Growth Stage Finance is Hard

  • Spreadsheets everywhere – Manual updates, broken formulas, no version control.

  • Reactive reporting – You find out about problems weeks after they happen.

  • No clear drivers – Hard to know which lever (pricing, channel, retention) will move the needle.

“Companies with automated KPI dashboards are 2.5x more likely to achieve their growth targets.”

(DocSend)

Turn your Financial Data into a Strategic Advantage

We build the systems and dashboards that give you real‑time visibility and forward‑looking insights.

  • Human:Board‑ready dashboard with revenue, burn, CAC, LTV, gross margin, cohort retention.

    AI: Automated data connectors (QuickBooks, Xero, Stripe, Salesforce) – no manual entry.

  • Human: 10‑15 page report with executive summary, variance analysis, and strategic recommendations.

    AI: AI‑generated narrative – “Revenue is up 12% driven by channel X, but gross margin declined due to Y.”

  • Human: CAC/LTV/payback by channel, product, and cohort, with contribution margin analysis.

    AI: Automatic channel attribution from your ad data (Meta, Google, etc.).

  • Human: 13‑week rolling forecast (operational) and 12‑month strategic forecast (board‑level).

    AI: ML forecast that learns seasonality and payment patterns; alerts when actuals deviate.

  • Human: Analysis of pricing tiers, feature bundling, and competitive positioning.

    AI: AI‑powered price elasticity model using your transaction data..

  • Human: Department‑level budgets tied to hiring plans and revenue targets.

    AI: Scenario tool – “What if we hire 3 engineers vs. 5?” Shows impact on runway.

Work With Us

What We Deliver

  • Live KPI Dashboard

    Embedded in Looker Studio / Tableau / Power BI, refreshed daily/weekly.

  • Monthly Management Pack

    PDF report with charts, commentary, and action items.

  • Unit Economics Model

    Excel/Google Sheet with CAC/LTV/payback by channel and cohort.

  • 13‑Week Cash Flow Forecast

    Rolling forecast updated weekly, with variance analysis.

  • 12‑Month Strategic Forecast

    Scenario‑based model for board and investor updates.

  • Pricing Optimisation Report

    Recommendations on tier structure, discounts, and packaging.

  • Quarterly strategic offsite

    A half‑day session with your leadership team to align on financial priorities.

Request a Fee Quote