Financial Modeling & Pro-Forma Development

We develop investment-grade, 5-year financial models, including P&L, Cash Flow, and Balance Sheet projections. These are essential for securing funding from banks or venture capital. We build the professional, auditable numbers you need to succeed.

Grant Proposal & Public-Private Partnership (P3) Development

Many grant applications fail due to a weak or unclear financial case. We structure complex grant and P3 proposals with the same rigor as an investment prospectus, clearly articulating the model, the budget, and the expected outcomes

Pitch Deck Development & Narrative Strategy

Financials alone are not enough; you need a compelling narrative. We offer a comprehensive service where our financial architect develops the data-driven case, and our creative partner translates it into a clear and powerful presentation.

Non-Profit Governance & Fiduciary Workshop

We offer a 2-hour workshop for non-profit boards focused on 'Building Auditable Systems to De-Risk Your Mission.' We train board members on best practices for fiduciary oversight, internal controls, and governance.

Fractional CFO Services

Startups and non-profits often need senior financial expertise but cannot afford a full-time CFO. We provide these services on a monthly retainer, acting as your dedicated, outsourced financial executive to guide your strategy.

Strategic Due Diligence

Our firm's unique strength is in data-driven forensic analysis of complex contracts, environments and specialized business outcomes