Financial Modeling & Fundraising Advisory Services
Five engagement layers. One structured methodology. From pre‑seed financial models through Series B strategic finance, we build the investor‑ready financial architecture that founders need to operate and raise capital.
We provide financial modeling services and fundraising advisory for startups and growth‑stage companies. Our five service layers — Foundation, Structure, Raise, Operations, and Strategy — each correspond to a specific stage of financial maturity, from a company's first three‑statement model through multi‑scenario valuation and exit readiness. We describe our approach as financial infrastructure: a structured, repeatable system that ensures every component of your financial architecture is complete and defensible. The layer that matches your current position is identified through the Blueprint Diagnostic.
Foundation builds the three-statement financial model, the cash management framework, the initial cap table, and the chart of accounts. It is the prerequisite for every subsequent layer.
Inception to Pre-SeedStructure addresses the fully diluted cap table, SAFE and convertible note modeling, option pool governance, use of proceeds, and the initial waterfall analysis.
Pre-Seed to SeedRaise prepares the investor-grade financial model, the financial data room, the financial narrative, the valuation analysis, and the due diligence materials for a specific funding round.
Seed to Series AOperations builds the annual operating plan, departmental budgets, the headcount model, monthly management accounts, and a KPI framework with documented metric owners.
Post-Series AStrategy delivers strategic decision modeling, build versus buy analysis, new market entry modeling, Series B preparation, and advanced scenario analysis at board level.
Growth to ScaleOakworth Portal
Engagement starts from the Oakworth Portal section.