01
Core Service

Strategic Financial Steering & Value Creation

We build the planning and scenario models, KPI frameworks, cash visibility, and investor reporting that PE-backed leadership teams use to steer financial performance.

If your forecasts get questioned in every board meeting, if KPIs don't connect to what the business is actually trying to achieve, or if you're heading into a significant investor event without a steering model you trust: this is where we start.

What We Deliver
  • Value-driver frameworks and performance logic
  • KPI systems aligned with strategic and investor priorities
  • Scenario-based planning, budgeting, and forecasting
  • Liquidity planning and cash flow steering
  • Board and investor reporting structures
  • Performance review routines and accountability rhythms
Management and investors work from the same numbers, forecasts hold up to scrutiny, and the next board meeting starts from a position of clarity rather than damage control.
02
Core Service

Financial Operations & Controlling Design

We rebuild the forecasting cycles, month-end close, accounting integration, and reporting processes that finance teams use to produce reliable numbers on time, every month.

When month-end takes two weeks, when accounting and controlling don't speak the same language, or when the organization has grown faster than its finance processes: the foundation needs to be rebuilt before anything else can improve.

What We Deliver
  • Budgeting, forecasting cycles, and rolling reforecasts
  • Month-end close and performance review routines
  • Accounting and controlling integration
  • Process standardization and governance structures
  • Operational reporting rhythms and KPI implementation
  • Training and operational enablement for finance teams
Month-end closes on time, numbers don't get questioned, and finance stops being the bottleneck between results and decisions.
03
Core Service

Data & BI Enablement

We build the data models, automated dashboards, data pipelines, and governance standards that deliver a single source of truth to management and investors on demand.

When every report starts with an Excel export, when three people produce three different revenue numbers, or when the BI tool exists but nobody opens it: the data infrastructure isn't doing its job.

What We Deliver
  • Integrated financial data models and system connections
  • Management and investor dashboards in Power BI
  • Automated reporting workflows and refresh cycles
  • KPI calculation logic and metric ownership
  • Data governance and documentation standards
  • Internal enablement and handover plans
A single source of truth, available to the people who need it, without a team spending three days in Excel to produce it.

Structured. Pragmatic.
Built for real-world conditions.

We don't start with a methodology and fit your problem into it. We start with your situation and build from there. The four phases below describe how that works in practice.

Typical Project Duration
Assess 2–3 weeks
Design 2–4 weeks
Implement 4–10 weeks
Enable & Handover 2–4 weeks
Timelines vary by scope and organizational complexity. First improvements are typically visible within the first four weeks.
01

Assess

We spend the first weeks understanding your situation properly: how the business actually operates, where the real pain is, and what a good outcome looks like.

02

Design

We build a concept that fits your organization, not a standard template. Every element is stress-tested against operational reality before we start building.

03

Implement

We build alongside your team. Every model, dashboard, or process is tested in live conditions before it goes into regular use.

04

Enable & Handover

We stay until the solution runs without us. Documentation, training, and the first live cycles are part of the engagement, not extras.

Additional capabilities available
across all service areas.

Beyond our three core services, we offer a set of specialized capabilities that can be engaged independently or as part of a broader mandate.

Transaction Support & Special Situations

Finance advisory support in high-stakes situations where speed, accuracy, and senior judgment are non-negotiable.

  • Financial due diligence support
  • Exit readiness and vendor preparation
  • Financial onboarding post-acquisition
  • Carve-out and restructuring support

CFO- & Controlling-as-a-Service

Interim finance leadership and embedded controlling support for companies that need senior finance capacity without a permanent hire.

  • Interim CFO and Head of Finance roles
  • Embedded controlling and reporting support
  • Finance team build-up and structuring
  • Investor and board interface management

AI-Enabled Finance Solutions

Applied AI and analytics use cases for finance and reporting. We identify and implement solutions that create measurable efficiency gains.

  • AI readiness assessment for finance functions
  • Automated report generation and commentary
  • Anomaly detection and variance analysis
  • LLM-powered financial Q&A and data access

Not sure which service fits your situation?

Not every situation fits neatly into one service. If you're not sure where to start, tell us what's not working and we'll tell you what we think.