🏗️ Enterprise & Strategic FP&A
From forecasting to boardroom: delivering discipline, insight, and investor confidence
Whether you’re operating at scale or preparing for a strategic event, we help growth-stage and enterprise companies bring rigor to their planning process — unifying data, improving capital allocation, and ensuring every forecast drives action.
🧩 Consolidated Planning & Forecasting
We drive clarity across departments with models and planning tools that unify and adapt to evolving business needs.
- Multi-scenario operating model development
- Forecasting across P&L, balance sheet, and cash flow
- Headcount and capacity planning with hiring strategy alignment
- Budgeting cycles and variance reporting across business units
- Dynamic modeling to support strategic pivots and board asks
⚙️ Strategic Cost & Investment Discipline
We help you identify areas to optimize spend and reallocate capital where it matters most.
- Cost-of-service modeling and infrastructure ROI analysis
- Cloud hosting and SaaS infrastructure spend modeling
- Operating leverage and margin framework design
- Department-level spend optimization and benchmark tracking
- CapEx planning, approval workflows, and capital allocation
📊 Board, Exec, and Investor Reporting
We turn your numbers into narrative — building reporting packages and insights that influence outcomes.
- Executive dashboards with KPI analysis and scenario overlays
- Investor-ready board decks with financial summaries and growth KPIs
- Custom reporting automation to reduce close-to-insight time
- Variance and trend analysis with executive summaries
- Alignment across Product, Finance, and GTM in reporting cadence
🧠 Finance as a Strategic Partner
We embed with your team to drive cross-functional decision-making and elevate finance’s role in the business.
- Partnership with Product, GTM, and G&A for strategic planning
- Long-range planning linked to product roadmap and GTM goals
- Frameworks for pricing strategy, org design, and investment tradeoffs
- Monthly and quarterly business review support
- Scenario planning to evaluate risk, investment, and exit paths
📌 Call to Action: Let’s Transform Finance into a Strategic Advantage