Strategic Finance & CFO Advisory

Built for how AI-native companies work

Our services are customized for AI-native and AI-infrastructure business models — outcome-based pricing, platform tiers and credits, compute-heavy COGS, and the ASC 606 questions they raise.

We are able to configure our approach and frameworks to your needs from day one and deliver a turnkey solution.

What we take on — and what you get

Six domains. What we own on your behalf, and the artifacts that come back.

Unit economics & pricing

We take on

Calibrating outcome-based, tiered and agentic platform pricing against token-level COGS — with scenarios for capital allocation on compute, tokens and credits.

You get

Category-specific three-statement models for AI-native companies, revenue and COGS scenario analysis, and FP&A playbooks.

ARR, revenue recognition & audit

We take on

Defining ARR and Contracted ARR, including principal-vs-agent determination, and classifying RPO and deferred revenue across tiers, credits and outcome-based pricing.

You get

ASC 606 treatment built for your billing model, documented SOPs, and support through the audit process.

Capital structure & financing

We take on

Financing compute, defining funding milestones, reducing DSO, implementing debt facilities, and establishing effective treasury management.

You get

Strategic input on capital structure and balance sheet building, with decision support for capital allocation — fractional or dedicated.

Budgeting, cash flow & close

We take on

Budgeting frameworks and cash flow forecasting that optimize operating leverage and manage burn rate — plus ownership of the monthly close.

You get

Process oversight against a 75-task checklist, documented workflows and RACIs, and a close that feeds board reporting directly.

Board communication & reporting

We take on

Board preparation end-to-end: the narrative, the numbers behind it, and the scenario analysis a board will interrogate.

You get

High-clarity, data-driven board materials with the manual steps engineered out of the process.

FP&A bench strength & automation

We take on

Bridging gaps in FP&A capacity, adding targeted expertise in financing and corporate development, and introducing enterprise-grade practices.

You get

Agentic finance workflows and analytics, defined and built in collaboration with your engineering team.

The proof, by business model

Whether you sell compute, agents, or work outcomes — the margin mechanics we build for each.

1 · AI Infrastructure

If you sell inference — cost per GPU-hour

GPU compute unit economics — per GPU-hour margin waterfall

Compute is not on a one-way deflationary trend — effective procurement balancing reserved and on-demand is a lever, but durable gross margin comes from revenue mix.

2 · Agentic Platforms

If you sell agents — effective cost to serve

Inference mix-shift — platform cost to serve vs provider list price

The gap between what providers charge and what you actually pay is engineered — through model routing, substitution, and caching. Driving it expands your gross margin.

3 · Vertical AI & Services

If you sell work — cost per outcome

Cost per outcome — value-anchored price with margin expanding as automation displaces delivery labor

When price is anchored to the value of the work — a contract reviewed, a support case resolved — it holds even as your costs fall. Gross margin expands with operating leverage.

What changes when we step in

Most teams we work with are navigating similar challenges. A few typical themes — and what to expect from us.

Now

Close & trust

Monthly close takes 10 days or more, and leadership doesn't fully trust the numbers it's deciding on.

With us

A faster, documented close

Accruals and reconciliations owned end-to-end — numbers that flow straight into board-ready reporting.

Now

Revenue recognition that fits your model

Outcome-based pricing, platform tiers, credits and breakage make ASC 606 genuinely hard for standard playbooks.

With us

Recognition built for your billing

ARR, RPO and deferred revenue classified defensibly, with principal-vs-agent treatment that holds up under audit scrutiny.

Now

FP&A bench strength for the decisions that matter

No one owns the unit-economics, pricing, and capital-allocation modeling growth decisions turn on.

With us

Scenario-ready models

Compute, pricing, and burn modeled — so capital allocation and GTM calls are made on numbers you can defend to a board.

Now

The back-office obligations no one has time for

Treasury, debt covenants, equity comp (ASC 718 / 409A) and audit trails sit unowned, surfacing under deadline pressure.

With us

Standing, owned workflows

Clearly documented workflows with clear ownership — handled on a systematic cadence, not as a fire drill.

How we work

1

Evaluate

Identify priority needs to enable milestones and decision making

2

Configure

Customize our frameworks for your business — FP&A, budgeting, financing, procurement

3

Operate

Uplevel key workflows on a systematic cadence, not as fire drills

4

Report

Enterprise-grade, board-ready materials and IR on a systematic cadence

Decision-ready data intelligence

Real-time insights and metrics to inform capital allocation and critical scale-up decisions.

Decision ready data intelligence — NRR, gross margin, CAC payback, LTV:CAC and FDE deployment economics

Let's talk.

A 15-minute conversation about your company's situation and potential needs. No pitch deck, no sales process.

Book a call