Managed Data and Finance for SMBs
Fully managed customized solutions starting at $500/month
What We Do
We Manage Your Data
We automate your data collection, storage, cleaning, and reporting. Your data is easily accessible in Excel, Power BI.
FP&A and BI Deployment
We deploy enterprise-level cost-effective Financial Planning & Analysis (FP&A) and Business Intelligence (BI) solutions for small- and medium- sized businesses through our proprietary platform.
Customized Financial Modeling
We create best-in-class custom-tailored financial models for businesses to aid in valuation, identifying growth strategies, analyzing risk, and preparing companies for M&A. Fully automated and integrated in your data ecosystem and Power BI reports.
Business Materials
Financial Model, 1-Pager, SBA / SEC compliant Business Plan, Investor Deck, Loans, Convertible Debt / Private Equity Instruments, Budgeting, KPI Planning.
ROI Chief FP&A and BI Solution
Deploying FP&A and BI Systems for Small- and Medium- Sized Businesses
We deploy a fully automated FP&A and BI solution for your business. We identify your data sources, export and store data in the warehouse, process it, analyze inside the core financial model customized uniquely to your business, and prepare reporting in Power BI.
You tell us how you run your business, and we take care of the rest. At the end, you get the intelligence you need to make ROI-driven decisions.
Best-In-Class Financial Modeling
I. Break Down Business Data
I. Break Down Business Data
I. Break Down Business Data
We closely look at business revenue, expenses, and investments. During the process, we identify mathematical relationships with internal and external factors.
II. Build Custom Model
I. Break Down Business Data
I. Break Down Business Data
Comprehensive fully dynamic financial model is created. It allows us to run thousands of scenarios, analyze risks, value the company, and identify the most important areas of business.
III. Make Decisions
I. Break Down Business Data
III. Make Decisions
Outcomes of the financial model are used for company valuation, investments, banking, strategy development, crisis management, and business performance improvements.
Other Services
Project Financial Analysis
Project Financial Analysis
Project Financial Analysis
Open a new facility or renovate the old one? Hundreds of variables are encompassed in a comprehensive model along with risk analysis to support decision making.
Business Valuation
Project Financial Analysis
Project Financial Analysis
Services include GAAP-compliant pro-forma & financial model, CPA / CFA / SEC audit support, and M&A transaction analysis.
Cloud ROI Tools (Beta)
Project Financial Analysis
Cloud ROI Tools (Beta)
Custom ROI tools hosted on proprietary developed cloud platform. Beta Testing.