The Four Phases

01 Diagnose

We assess financial architecture, capital readiness, operational sequencing, and structural constraints across the business.

Outputs:

• Financial visibility assessment

• Capital runway analysis

• Organizational constraint mapping

• Executive cadence evaluation

02 Architect

We design and implement financial and operational systems aligned to growth stage and capital strategy.

Outputs:

• 24-month forecasting architecture

• Hiring and headcount sequencing model

• KPI and reporting framework

• Capital structure modeling

• Board-ready reporting format

03 Embed

We integrate into leadership cadence and operate at the executive decision layer.

Execution Includes:

• Weekly leadership integration

• Monthly financial review

• Board reporting preparation

• Cross-functional workflow alignment

• Capital planning checkpoints

04 Scale

We prepare the company for institutional capital, operational expansion, and long-term executive transition.

Outcomes:

• Institutional investor readiness

• Structured hiring expansion

• Capital deployment discipline

• Transition framework for full-time executive buildout