Transformative
CFO solutions
tailored to your needs
HIGH PERFORMING BUSINESSES INVEST EARLY IN FINANCE
Research shows that businesses that engage a CFO early on significantly increase their long-term success rates. Understanding your business's financial fundamentals and tracking key metrics from the outset are crucial steps in ensuring you stay on the right trajectory.
CFO SERVICES WITH LEVELUP
Our approach is designed to align with the current stage of your business’s lifecycle. We offer two distinct service models to cater to diverse needs. For businesses in need of continuous, comprehensive support and leadership as they grow, we provide fractional CFO services. Alternatively, for those tackling specific challenges, our project-based consulting services deliver targeted solutions. We work with you to determine which service model is best suited to your needs.
PROBLEMS WE SOLVE
FINANCIAL MODELING & FORECASTING
We build budgets, forecasts, operating models, valuation models and ad-hoc models to support critical decision making.
FINANCIAL REPORTING
We implement financial reporting best practices, develop KPIs to track performance, and ensure GAAP and IFRS compliance in financial reports.
CASH FLOW MANAGEMENT
We will optimizing your cash conversion cycle, help negotiate favorable payment terms, and implement treasury solutions that ensure liquidity, and maximize returns.
FUNDRAISING SUPPORT
We assist in compiling your data room, coordinating with legal, and organizing all documentation for a successful debt or equity round.
BOARD SUPPORT & INVESTOR RELATIONS
We prepare board decks, attend board meetings, and participate in committees as needed.
TEAM COACHING & DEVELOPMENT
We coach high-performing finance teams to be a source of value creation within the company. We also coach and advise CEOs and CFOs on strategic initiatives.
IPO READINESS
We work closely with your team to assess your current financial and operational status, identify areas for improvement, and develop a tailored roadmap to comply with public markets.
PROCESS RE-ENGINNERING
Considering automating AP or revenue recognition? We've partnered with top software tools and can recommend and implement the most beneficial ones for your organization.
AD-HOC PROJECTS
We work with you on pricing strategies for revenue maximization to supplementing your in-house team on M&A due diligence and much more.
THE LEVELUP DIFFERENCE
Comprehensive
We take a deep dive into your financial operations, addressing key areas like cash flow, budgeting, forecasting, and capital strategy. By thoroughly evaluating each component, we uncover opportunities for efficiency and growth, ensuring that your financial strategy fully supports your business goals.
Flexible
Our fractional CFO services are designed to be flexible and affordable. We tailor our approach to fit your unique needs, dedicating the right number of days per week—typically 1 to 3—to provide targeted support. We can adjust the amount of time we spend with you each week or month based on your specific needs, ensuring that you receive the right level of support at all times.
Collaborative
We believe in a collaborative approach to solving your financial challenges. Together, we will assess your business's unique needs and opportunities, outlining a set of objectives to guide our course of action for the next 30, 60, or 90 days. This collaborative process ensures that our efforts are aligned with your goals and priorities, driving sustainable growth and profitability.
our clients
Who do we work with?
Most often, our clients are high-growth starts-ups, that are backed by venture capital or private equity. We work across a spectrum of industries with a primary focus on technology (b2c, b2b, enterprise), consumer goods, e-commerce, and professional services.
Our Fractional CFO clients typically have raised some early capital already (post-seed) up to series C rounds of the fundraising lifecycle, and generate somewhere between $1M to $30M in revenue annually.
Our consulting clients represent a much broader spectrum of business stages and sizes, ranging from pre-seed to post-IPO, and span from pre-revenue to over $250M in annual revenue.
FAQs
Our fractional CFO services are backed by nearly two decades of experience working with high-growth startups and established businesses. We focus on creating lean, efficient, and data-driven finance functions to empower companies to reach their full potential. Our industry-agnostic approach allows us to work with clients across a wide range of sectors, from pre-seed startups to post-IPO companies.
Getting started is easy! Simply “schedule a consultation” or “contact us” to discuss your needs and learn how we can help take your business to the next level.
Our assessment process begins with a thorough engagement to understand your business’s financial needs and context. We then delve into your financial data and conduct a detailed analysis to identify potential areas for improvement. This process includes a deep exploration of your operating model, current practices, and future goals. We use this information to provide you with tailored recommendations to optimize your revenue streams, reduce operational costs, and improve overall financial performance.
Working with LevelUp is a collaborative and results-driven experience. We bring a wealth of experience and expertise to the table, helping you navigate complex financial challenges with confidence. Our approach is focused on delivering tangible results, and we work closely with you to ensure that our strategies align with your business goals. Clients often report feeling empowered and supported throughout the process, with a clear understanding of how our services are benefiting their business.
Some of the key benefits of partnering with LevelUp include:
- Access to experienced finance professionals who can provide expert guidance and support
- Customized financial strategies tailored to your specific business needs and goals
- Improved financial performance and profitability
- Greater visibility and control over your financial operations
- Enhanced decision-making capabilities based on data-driven insights
Most of our clients have either venture capital and private equity investors but this is not a requirement and we do work with privately funded companies.
Clients appreciate our collaborative approach and the tangible results we deliver. They value our ability to provide expert guidance and support, helping them navigate complex financial challenges with confidence. Our clients often report significant improvements in their financial performance and profitability after working with us.
