Corporate finance advisory services
Six services for companies without a full-time CFO, all built on the same research-first method.
Built for software & SaaS companies, e-commerce businesses and SMEs across Europe and English-speaking markets
DeFiGure offers six corporate finance advisory services for founders, startups and SMEs: forecasting and modeling, capital raising and valuation, strategic advisory, CFO advisory and finance function, risk management, and behavioural strategy. Each uses the same method: research first, then advice, then a ranked plan your team can act on.
Six services, one method
Forecasting & Modeling
Three-statement models, cash flow forecasts and scenarios built on your own data, with every assumption written down.
Forecasting and modelingCapital Raising & Valuation
How much to raise, a defensible valuation range, investor materials and a data room ready before the first meeting.
Capital raising and valuationStrategic Advisory
Treasury, financial architecture and board decisions, plus pricing and commercial strategy.
Strategic advisoryCFO Advisory & Finance Function
Monthly close, management reporting, KPI dashboards, tooling and board packs for companies without a full-time CFO.
CFO advisoryRisk Management
Liquidity, credit and market risk mapped, downturn scenarios tested, and a risk dashboard leaders review every month.
Risk managementBehavioural Strategy
Incentives, pricing choices and commission rules designed around how customers and teams actually decide.
Behavioural strategyWhich service fits your question?
Most companies start with the question in front of them. If your question spans two services, the first call settles where to begin.
| If your question is… | Start with |
|---|---|
| How long will our cash last, and what happens if sales slip? | Forecasting & Modeling |
| How much should we raise, and at what valuation? | Capital Raising & Valuation |
| Should we change our prices, and where should our cash sit? | Strategic Advisory |
| Our close is slow and the board wants better numbers. | CFO Advisory & Finance Function |
| What happens if a large customer pays late or a bank fails? | Risk Management |
| Our bonuses or discounts reward the wrong behaviour. | Behavioural Strategy |
Comparing outside options first? Read our comparison of advisory and templates, our comparison of fractional CFO providers for SaaS startups, or our comparison of financial modelling services for SaaS startups.
How does an engagement start?
Free 30-minute call
We ask about the decision you face, the numbers you already have and your deadline. No obligation.
Fixed-scope proposal
Deliverables, timeline and the inputs we need from you, in writing, within 48 hours of the call.
Build and handover
We build the model, plan or process, then walk your team through every assumption so you can run it yourselves.
More detail: how DeFiGure works, step by step.
Not sure where to start?
Tell us the decision in front of you. We reply within 48 hours, and the first 30-minute call is free.