A complete system of financial modeling, cap table advisory, and data room preparation. From foundation to raise.
Revenue sits in one spreadsheet, costs in another, and cash is monitored from a bank balance. When an investor asks for a three‑statement model or a fully diluted cap table, the response is a scramble. This is not a reflection of a founder’s ability — it is the result of a financial architecture that was never built.
The Oakworth Group replaces that fragmentation with a single, integrated financial infrastructure.
Financial infrastructure is the complete, connected architecture a startup needs to operate, plan, and raise capital. It includes an investor‑grade financial model, a cap table that shows dilution under every scenario, a data room that withstands due diligence, and an operating plan that lets you report to a board without a scramble.
We deliver this infrastructure through a published standard that defines what is required at each stage — from pre‑seed to Series B and beyond. The result is not just a model; it is a financial department that works.
A 16‑question self‑assessment across six domains of financial infrastructure. Results appear instantly. No email required. Time to value: 5 minutes.
Identifies where your startup’s financial systems fall short — without commitment.
Take the Free Scorecard →Seven structured questions. Within 48 hours, an analyst produces a one‑page PDF that maps your company to the correct service layer and names the gaps. Time to value: 48 hours.
A professional diagnosis, not a sales proposal. Use it independently or as the basis for an engagement.
Purchase the Blueprint →Reference models and modules for SaaS, ecommerce, fintech, and more. Sample downloads available. Time to value: immediate access.
For founders who know exactly what they need — or professional advisors looking for a reference standard.
Browse the Library →Use the free Scorecard to instantly assess readiness across six domains. No email, no login.
Get the Blueprint Diagnostic for a precise, analyst‑produced gap analysis — or go directly to the Model Library.
Every Oakworth output is governed by the Founder Financial Infrastructure Standard — an open compliance framework that defines exactly what financial infrastructure a startup must maintain at each stage. It is published under Creative Commons at ffistandard.org. Investors can verify the standard independently. This is what makes our models pass due diligence without adjustment. Read the full Standard →
Real outcomes from companies that built their financial infrastructure with Oakworth.
… we had built a model ourselves but it did not reconcile across the three statements. Oakworth rebuilt it from the chart of accounts up. The Series A investor passed it without a single adjustment …
Co‑Founder, AI and Machine Learning Company · London
Anonymised records of financial infrastructure delivered across our five service layers.
A pre‑revenue SaaS company approaching its first institutional raise had no financial model. Oakworth built a fully integrated three statement model with a structured chart of accounts and a cash management dashboard. The company closed its Seed round with the model forming the financial section of the data room.
When you need a full engagement — from first model to exit readiness — our five service layers deliver infrastructure built to the FFI Standard. Each layer addresses a specific stage of financial development.
Financial infrastructure requirements are not uniform across industries. Each sector carries its own investor expectations and modelling challenges. We deliver infrastructure for fintech, SaaS, AI, healthtech, climate tech, deep tech, and ecommerce.
A financial infrastructure firm governed by an open, published Standard. Learn more →
The open methodology that governs every engagement. Read the Standard →
How investors, accelerators, and professional firms work with Oakworth. Partner with us →
I spent the first decade of my career inside institutions where financial rigour was non-negotiable. Applying that discipline to early-stage companies is not about making them feel small. It is about giving them the same structural clarity that the most sophisticated investors operate with.
A cap table is not a spreadsheet of ownership percentages. It is a legal and financial record that governs dilution and liquidation preferences.
Start with the free Scorecard. It takes five minutes and tells you exactly where you stand. No email, no login, no sales call.