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Financial Advisory

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Financial Advisory

We guide founders and finance teams through the decisions that shape a company's trajectory, bringing insight and clear judgement to each one. Our approach creates original solutions to the knotted, cross-functional problems that keep boards up at night.

By thinking on behalf of the businesses we serve every single day, we anticipate what they will need, provide what they actually need now, and build relationships that outlast any single engagement.

Over the last sixteen years we have made an impact we are proud of, and we still have a long, deliberate way to go.

These are the principles that shape our culture and set us apart. They guide the behaviours that let us deliver on the promises we make to the founders and teams who trust us with their numbers.

What's included

A live financial model, not a once-a-year spreadsheet
Scenario planning with the levers you can actually pull
Board-ready reporting that turns figures into decisions
A team reviewing financial charts Two advisors in discussion

Frequently asked questions

Every engagement opens with a discovery phase, moves into a written strategy you can read on one page, and settles into a quarterly rhythm of implementation and review. You are never handed a binder and left to it.
A small, senior pod stays with you from the first conversation to the annual review. The advisor who drafts your strategy is the one who signs off on the details and answers the phone.
We work with founders from pre-seed through Series B, and with established firms restructuring for their next stage. If your numbers are complicated, we are a good fit.
A flat, transparent retainer, agreed up front. No commissions, no house products and no incentive to move you toward anything but the plan that fits you best.

Ways we help

Fondera advisors in a boardroom session
01
Cash-flow modelling

A live model of where the money goes, so decisions rest on the next twelve months, not last year.

02
Scenario planning

Best, base and worst cases mapped side by side, with the levers you can actually pull in each.

03
Capital strategy

The right blend of runway, debt and equity for the stage you are actually at, not the one you wish for.

04
Board reporting

Decks that answer the question before it is asked and turn raw figures into a clear decision.

05
Unit economics

The real cost to serve one customer, and the path to making that number work at scale.

06
Exit readiness

Clean books, a clear story and the structure that makes a sale or raise move on your timeline.

Appointment

Schedule your consultation

Tell us where your business stands today and where you want it to be. A senior advisor will map the first move with you, at no cost and no obligation.

Monday – Friday 09:00 – 18:00
Saturday 10:00 – 15:00
Call us direct (555) 067-4218
Thank you. This is a demonstration site, so nothing was actually sent. A real advisor would reply within two working days.