OUR SERVICES
Flexible CFO support. Built around your business.At Elevate, we plug experienced financial leadership into your business—without the commitment of a full-time hire. Whether you're navigating growth, raising capital, or just want more control over your numbers, we help you move from financial firefighting to forward planning.
Our Services
1
Fractional CFO Services
Strategic finance leadership—on your terms.
We embed part-time CFO expertise into your business to support key decisions, manage complexity, and drive performance.
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Financial planning, forecasting & board reporting
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Business model and unit economics reviews
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Commercial insight for pricing, margins, and growth
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Strategic support through fundraising, hiring, and scale
For businesses ready to treat finance as a driver—not just a function.
2
Cash Flow & Working Capital
Cash is fuel—we make sure you don’t run out.
We help you stay ahead of shortfalls, fund growth sensibly, and improve your cash position without sacrificing momentum.
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Rolling cash flow forecasts (weekly/monthly)
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Payment term strategy & working capital optimisation
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Short- and long-term funding readiness (debt, equity, invoice finance)
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Scenario planning and stress testing
So your business has the headroom to breathe—and grow.
3
Financial Planning & Analysis (FP&A)
Numbers don’t lie. We help you listen to them.
Better decisions start with better data. We build the reporting, insights, and planning tools you need to lead with clarity.
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KPI dashboards and performance tracking
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Annual budgets and rolling reforecasts
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Profitability analysis by product, channel, or team
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What-if scenarios and growth modelling
Run your business with foresight, not hindsight.
4
Finance Operations & Systems
Foundations matter. We make sure yours are solid.
We assess, improve, and streamline your finance operations so you can scale smoothly and report with confidence.
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Finance team structure, hiring & mentoring
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Month-end, payroll, VAT & compliance process improvements
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Xero & finance system implementation
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Internal controls and automation support
Less friction. More flow. Built to scale.
5
Founder & Leadership Coaching
Because financial clarity starts at the top.
We partner with founders and leadership teams to sharpen financial thinking and support high-stakes decisions.
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Investor and board communication prep
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Exit readiness and long-term value strategy
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CEO-level sparring and financial confidence building
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Upskilling in-house finance or ops leads
We’re not just here to do the work—we’re here to make you better.
6
Capital & Transaction Support
When the stakes are high, your numbers need to hold up.
From funding rounds to exits and acquisitions, we make sure your financial story is investor-ready, watertight, and strategically sound.
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Fundraising strategy and financial narrative
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Due diligence preparation and data room support
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Exit planning and valuation alignment
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M&A support—buy- or sell-side
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Investor reporting and stakeholder management
Raise, exit, or acquire—with confidence, not chaos.
Contact
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