Strategic Financial Consulting

Architecting
Financial Growth for Tech Innovators.

Empowering scaling SaaS and tech startups with institutional-grade financial modeling, rigorous cash flow management, and data-driven capitalization strategies.

Schedule Advisory Session View Case Studies

Risk Mitigation

Identifying blind spots in your burn rate and unit economics before they become critical liabilities.

Predictive Modeling

Building dynamic, stress-tested financial models that adapt to real-time market shifts.

Strategic Insight

Translating complex financial data into actionable, executive-level business intelligence.

Scalability Focus

Structuring cap tables, funding strategies, and internal controls to support hyper-growth.

Core Expertise

Fractional CFO Services

Financial Modeling & Forecasting

  • Bottom-up revenue & expense modeling
  • Scenario planning (Base, Best, Worst case)
  • Cohort analysis & retention forecasting

Capital Raising Strategy

  • Investor-ready data room preparation
  • Pitch deck financial narrative structuring
  • Valuation modeling & term sheet review

M&A Advisory & Diligence

  • Buy-side / Sell-side financial due diligence
  • Quality of Earnings (QoE) analysis
  • Post-merger financial integration

Cash Flow Optimization

  • 13-week rolling cash flow forecasts
  • Working capital cycle reduction
  • Vendor negotiation & treasury management

Board Reporting & Metrics

  • Custom KPI dashboard development
  • Monthly Management Discussion & Analysis
  • SaaS metrics tracking (CAC, LTV, NDR)

RevOps & System Architecture

  • ERP & CRM financial integration
  • Automated billing & revenue recognition
  • Commission structure optimization
Proven Impact

Selected Case Studies

Data charts on screen
B2B SaaS Platform +$12M Series B

Overhauling Metrics for Series B Raise

Financial analysis concept
FinTech Startup 14mo Runway Ext.

Burn Rate Optimization & Survival Strategy

Business meeting
E-Commerce Aggregator 22% Margin Increase

Unit Economics Audit & Restructuring

Stock market abstract
AI Infrastructure Acquired for $45M

Sell-Side Financial Due Diligence Prep

Accounting desk setup
HealthTech App Zero Audit Findings

First-Year GAAP Audit Readiness

Abstract tech network
Logistics Software Automated Reporting

ERP Migration & Financial Data Architecture

Engagement Model

The Advisory Timeline

1

Deep-Dive Discovery

We begin by extracting your historical data, reviewing current cap tables, and understanding the core mechanics of your business model. This phase identifies immediate red flags in cash management and uncovers hidden leverage points in your revenue operations.

2

Financial Architecture & Modeling

I construct a bespoke, institutional-grade financial model. This isn't a static spreadsheet; it's a dynamic operational tool featuring integrated 3-statement models, scenario toggles, and customized SaaS or hardware metrics specific to your industry.

3

Strategic Implementation

We operationalize the strategy. This includes setting up new chart of accounts for better unit tracking, deploying automated board reporting dashboards, and defining strict working capital policies to extend runway and optimize cash conversion cycles.

4

Ongoing Fractional Leadership

Acting as your embedded financial co-pilot. I participate in executive meetings, lead monthly financial reviews, interface with your board of directors, and guide subsequent capital raises or M&A activities with rigorous financial backing.

Client Endorsements

Trusted by Founders

"Alexander completely transformed how we view our unit economics. His financial model was the cornerstone of our Series B pitch, directly contributing to our successful $12M raise. He doesn't just crunch numbers; he builds the narrative."

Sarah Jenkins

CEO, CloudScale Analytics

"When we hit a cash crunch, Alexander stepped in as our fractional CFO. Within 30 days, he identified massive inefficiencies in our vendor contracts and restructured our receivables, effectively giving us an extra 8 months of runway to pivot."

Marcus Torres

Co-Founder, Nexa Logistics

"The level of clarity Alexander brings to board meetings is unmatched. Our investors continuously praise the depth of our monthly reporting and the conservative realism of our forecasting. He operates at a level far above typical consultants."

Dr. Elena Rostova

Founder, MedTech Innovations

Information

Frequent Inquiries

Most fractional CFO engagements require a minimum commitment of 6 months. This allows sufficient time to audit historical data, build operational models, and see the impact of strategic implementations through at least one full board cycle. Project-based work (like fundraising prep) typically spans 6-10 weeks.
I adhere to institutional-grade security protocols. All financial data, cap tables, and IP are handled via encrypted SOC2-compliant virtual data rooms. A strict Non-Disclosure Agreement (NDA) is executed before any discovery session begins.
No. I operate above the transactional level. I partner with your existing accounting firm or internal bookkeeper to ensure the data flowing into our financial models is accurate. I focus on forward-looking strategy, capital allocation, and advanced modeling, not daily ledger entries.
Yes. I have extensive experience structuring capitalization strategies that blend traditional VC equity with non-dilutive financing, including venture debt, MRR lines of credit, and strategic grants, optimizing the overall cost of capital for scaling startups.
Get Started

Request an Audit

Create my site like this one