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.
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.
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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.
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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.
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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.
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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.
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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.
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Contact
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