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HOW WE CAN HELP
Early-stage startups are laser-focused on achieving product-market fit, developing their go-to-market strategy, and driving early growth. During this phase, back-office functions like accounting and finance are typically outsourced, providing enough information to operate the business but rarely serving as true strategic partners. Even when the company begins to gain traction, most startups lack the budget or workload to justify hiring a full-time senior finance professional.
However, as growth accelerates, complexity increases, risks multiply, and opportunities emerge, startups often need more senior-level guidance and support in finance-related areas before bringing on a full-time financial leader, that's where Elevation Advisors steps in. With 25+ years of CFO, strategic planning, financial modeling, and accounting experience, we've got you covered.
SERVICES WE OFFER
Financial Modeling and Forecasting
Develop robust financial models to project cash flow, revenue, and expenses, enabling data-driven decision-making and insight into the current and expected business activities.
Budgeting and Strategic Planning
Implement budgeting processes and cost control measures to optimize resource allocation.
Provide support strategic decision-making, evaluate opportunities, and align financial strategies with broader business objectives.
Investor Relations and Reporting
Review results and provide regular updates to investors about the company's progress, milestones, challenges, and future plans.
Build trust and transparency through open and transparent communication with the Board and investors.
Raising Capital
System/Process Review and Recommendations
Others...
Every company is different, so let's discuss your unique needs.
Mentor and advise on best practices and tools to optimize activities and build the foundation for scalable, efficient growth.
Provide insights into key performance indicators (KPIs) and metrics relevant to the startup's industry and stage.
Prepare for fundraising rounds, crafting compelling investor materials, and effectively communicating the financial story to potential investors.
"Dave's visionary leadership, coupled with his keen understanding of the intersection between finance and technology, makes him an invaluable asset to any organization fortunate enough to have his counsel"
- Jason Berwanger, CEO Hubifi
