Startup Advisory

Financial infrastructure that scales with you.

From incorporation to Series A readiness, we build the financial backbone early-stage companies need to grow without rework.

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What We Do

How we approach Startup Advisory.

Most startups bolt on financial infrastructure after it's already a liability. We help founders set up accounting systems, compliance calendars, and investor-ready reporting from day one, then scale that foundation as the company raises capital and grows headcount.

Entity Structuring & Incorporation

Cap table design and entity structure for fundraising readiness.

Bookkeeping & Compliance Setup

Cloud accounting systems and statutory compliance calendars.

Investor Reporting

Board decks, MIS dashboards, and due diligence data rooms.

ESOP & Cap Table Management

Equity structuring and employee stock option plan design.

Our Process

How an engagement runs.

Foundation Assessment

Review of current entity structure, books, and compliance status.

Infrastructure Build

Accounting systems, policies, and reporting templates set up.

Fundraising Prep

Data room, financial model, and due diligence readiness.

Ongoing Support

Monthly close, board reporting, and compliance management.

Case Study

E-commerce

Series A readiness for a D2C brand

A two-year-old D2C brand approaching a Series A round had inconsistent bookkeeping that would not survive investor diligence.

Outcome

We rebuilt 18 months of financials, implemented monthly close discipline, and delivered a clean data room that closed the round on schedule.

Ready to talk Startup Advisory?

Let's have a focused conversation about where your business is and what the right advisory approach looks like.

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