one file per scope.
one price, agreed before we start.
No hourly meter, no open-ended retainer creep. Every engagement below ships a named deliverable — a model, a deck, a data room — at a fee written into the scope on day one.
each engagement, line by line
Read the deliverables before you decide. Run one on its own, or sequence them from a first runway diagnostic through to a live raise.
runway diagnostic
The starting file: exactly how many weeks of cash you have, and the two levers that move that number.
from $3,400 / one-time build
scope this- deliverable
- A 13-week direct cash-flow model plus a 12-month operating budget, wired to your actuals — the file is yours, in a live sheet you own outright.
- what's inside
- Direct 13-week forecast · annual operating budget · burn & runway thresholds · two driver scenarios · a one-page variance summary.
- you provide
- Last three months of actuals, current headcount plan, and any signed contracts or committed spend.
- timeline
- Ships within 10 business days of a signed scope; kickoff inside a week.
- best for
- Post-seed teams who need to know the exact week the math changes before making the next hire.
board-ready reporting
A recurring rhythm: the monthly close turned into a board deck that answers the follow-up before it's sent.
from $6,800 / month
scope this- deliverable
- A monthly board deck with a written close narrative, presented the way investors read it — top line, cash bridge, KPIs, and the ask.
- what's inside
- Board deck · close narrative · KPI & cohort dashboard · cash & burn bridge · pre-read Q&A prep.
- you provide
- Closed books each month from your bookkeeper, plus access to your billing and CRM read-only.
- cadence
- Delivered by the 10th of each month; a 45-minute review call before every board meeting.
- best for
- Teams post-priced-round who report to a board and want the numbers to hold up in the room.
raise-ready model
The file the lead's associate stress-tests line by line — built to survive diligence, not dress the numbers.
from $11,500 / per round
scope this- deliverable
- A three-statement operating model with driver-based scenarios, a data-room-grade cap table, and dilution math tied to the raise.
- what's inside
- Three-statement model · scenario & sensitivity toggles · cap table & dilution · use-of-funds bridge · diligence data-room support.
- you provide
- Current cap table, existing agreements, and the round parameters you're targeting.
- timeline
- Full model in three to four weeks; data-room support runs through close.
- best for
- Founders heading into a Series A who need a model that holds when the term sheet gets real.
how a scope runs, start to signed file
The same advisor scopes it, builds it, and presents it. No handoff to a junior between the kickoff and the board room.
scoping call
Bring your cap table and last three months of actuals. We name the right engagement and the fixed fee on the call.
fixed proposal
A one-page scope: named deliverable, inclusions, timeline, and a fee that doesn't move. You sign, or you don't.
the build
Model built in a live sheet you own, with weekly checkpoints so nothing surprises you at delivery.
handover
We walk your team through the file end to end, then support it into the board room or the data room.
add-ons, when you need a single piece
Already have a working model? Book just the part you're missing. Each is a discrete, fixed-fee deliverable.
monthly model refresh
We re-tie your existing model to the latest close and reissue the runway read each month.
$1,200 / mo
one-off board deck
A single board or investor deck built from your numbers, with the close narrative written for you.
$2,200
additional raise scenario
A new driver-based case layered onto your raise-ready model — upside, downside, or a specific term structure.
$850 / scenario
cap table rebuild
Your cap table reconstructed to data-room standard, with dilution and option-pool math reconciled to your agreements.
$1,600
diligence data-room support
We staff the finance side of your data room and field the lead's line-by-line questions through close.
from $2,400
lead-investor call prep
A working session to rehearse the finance questions and tighten your answers before the pitch.
$600 / session
“the price is on the scope, not in the meter.”
how every engagement here is billed
not sure which scope fits?
Book a 30-minute scoping call. Bring your cap table and last three months of actuals — we'll name the right engagement and a fixed price, with no obligation to proceed.
book a scoping call