Services
FP&A
It’s the bridge between “what happened” and what should happen next
Why It Matters:
A company considering hiring 5 new sales reps doesn’t just ask “Can we afford it?” They ask:
- How much additional revenue will they generate?
- When will they become productive?
- What's the payback period?
- How does this impact our cash runway?
- What if they only perform at 80% of expected productivity?
What You Get:
Rolling 12-Month Forecasts
updated monthly as actual results come in
3-5 Year Strategic Models
for long-term planning and fundraising
Scenario Planning
Best case, base case, worst case projections
Driver-Based Models
that link financial outcomes to business activities (e.g., sales headcount → revenue, marketing spend → customer acquisition)
Sensitivity Analysis
“What if” modeling for key variables
Variance analysis
the difference between the actual and planned
Performance tracking
Are you on target
Business Intelligence
Turn financial data into strategic insight.
Why It Matters:
Our BI service transforms scattered data into clear dashboards and actionable insights — so you can make faster, smarter, and more confident business decisions.
What You Get:
Customized Dashboards & Reporting
We design interactive dashboards that connect your key financial and operational metrics in one place — tailored to your goals, KPIs, and industry needs.
Financial Data Integration
We unify data from accounting, CRM, ERP, and FP&A systems to create a single source of truth for your business performance and financial KPIs
Predictive Insights
Using AI-driven forecasting and trend analysis, we identify opportunities and risks before they appear on your balance sheet.
Data Driven Decision Making
Our BI tools empower CEOs, founders, and finance teams to focus on strategic growth instead of manual reporting.
Strategic CFO
Driving Financial Strategy for Sustainable Growth
Why It Matters:
A Strategic CFO bridges that gap. At Co-equiti, we ensure your financial decisions are not reactive, but intentional — rooted in data, driven by insight, and aligned with your company’s long-term mission.
What You Get:
Cash Flow & Liquidity Management
We implement systems that ensure liquidity, operational efficiency, and healthy working capital for sustainable growth.
Risk Management
We help you test different business scenarios, manage uncertainties, and make resilient strategic decisions backed by numbers.
Cost optimization
We evaluate your cost structure across departments, projects, and processes to pinpoint hidden inefficiencies and high-impact savings opportunities.
Strategic growth planning
We define clear financial objectives, scalable business models, and actionable growth plans tailored to your stage and market.
Capital restructure
We analyze your current mix of debt, equity, and internal financing to identify inefficiencies and areas for improvement.
M&A and Exit strategy
We prepare your business for exit — optimizing financials, positioning for buyers, and maximizing valuation outcomes.
Fundraising support
Build trust. Communicate value. Secure investment with confidence.
Why It Matters:
Investors don’t just invest in ideas — they invest in clarity. Well-prepared financials build confidence, reduce due diligence risks, and help you stand out as a credible, fundable business.
What You Get:
Investor-Ready Financials
We transform your internal financials into investor-grade reports that meet professional and institutional standards.
Bank Relationship Management
We analyze loan terms, interest rates, and repayment conditions to ensure your financing structure supports cash flow and business goals. We also represent you in negotiations when needed.
Pitch Deck Financial Section
We craft the financial component of your pitch deck — from revenue models and projections to cash burn, runway, and valuation scenarios. Every number is realistic, data-backed, and strategically aligned with your business narrative.
Data room financials setup
We ensure every financial document is professional, accurate, and easily accessible to speed up deal processes and strengthen investor trust.
Term Sheet Review
From equity dilution to liquidation preferences, vesting schedules, and valuation adjustments, we explain what every clause means for your ownership, control, and future funding rounds.
