A newly launched fintech startup was preparing for its first round of external funding. With no formal financial systems in place, the founders lacked the structure needed to manage growth, track performance, or communicate effectively with investors. We were brought in to design and implement a complete financial setup—from systems and processes to reporting tools.
Designed and implemented a scalable financial framework for a new startup, covering budgeting, forecasting, and compliance to support long-term growth and investor readiness. Built a robust financial foundation for a tech startup, including cash flow systems, reporting protocols.
Established core financial processes for a startup—from accounting setup to investor reporting—ensuring scalability, compliance, and financial transparency from day one.
Operating without a proper financial foundation, the startup was at risk of non-compliance, investor rejection, and inefficient cash management. Without organized books or accurate forecasts, leadership couldn’t make informed decisions or confidently approach investors.
We implemented a startup-specific financial architecture tailored for early-stage growth. Our solution included both technical setup and strategic planning to support ongoing scalability and funding success.
Within weeks, the startup gained full control over its financials, enabling better decision-making, investor confidence, and scalable operations. The founders successfully closed their seed round, supported by clear financial documentation and a sustainable budgeting process.
We knew how to build the product, but had no clue how to set up our finances. They gave us a complete system and peace of mind. Thanks to their work, we closed our round with confidence and clarity.
