WHAT YOU GET
Everything in Financial Intelligence runs in the background: the model, the dashboard, the monthly report. On top of that, the work that actually shapes the bigger decisions in your business.
A structured strategic brief alongside your monthly report. Top decisions on the table this month, the data behind each, and our recommendation. Not just numbers. An actual point of view on what to do.
60-minute working sessions with our Senior Partner each month. Deep work on the bigger questions: capital structure, pricing strategy, growth model, capacity planning, exit prep.
"What happens if we lose our biggest client?" "What if we raise prices 15%?" "What's the break-even on hiring two seniors?" Each one modeled, with full P&L and cash impact. Turnaround in days, not weeks.
Patterns that take quarters to show up in a P&L: concentration risk, margin drift, retention slip. Surfaced before they become problems. We tell you what's moving the wrong direction before it costs you.
The custom KPI dashboard, financial model, monthly reporting we run for you, cash forecast. All still included. The system underneath stays exactly the same.
Our Senior Partner, 8+ years in strategic finance, CFA Level III candidate, leads the strategy work directly. Not delegated. Not a junior with oversight. The senior person on the work, every month.
HOW IT WORKS
Setup looks the same as Intelligence. After that, two cadences run in parallel: the monthly system and the monthly strategic depth.
Custom model, dashboard, and reporting infrastructure built. Senior Partner briefed on your business and the strategic questions you're carrying.
Your monthly report arrives with the decision pack on top, top strategic questions for the month, the data behind each, our recommendation.
Working session with our Senior Partner. Pricing strategy, capital structure, capacity planning, growth model, whatever's on the table that month.
Between calls, when a big question lands, you ask. We model. Turnaround in days. No additional fee, no scope drift, it's part of the engagement.
IS THIS THE RIGHT FIT?
MOST CLIENTS ARRIVE HERE GRADUALLY
Most clients start with a Clarity Session to test the work, move to Financial Intelligence to install the monthly system, and upgrade to Strategic Partner when the decisions outgrow the monthly report. Each step builds on the last. Nothing gets thrown away.
If you're already clear that Strategic Partner is the right starting point, that's a real path too. Some founders skip straight to it, particularly agencies €50K+/month. Book a discovery call and we'll figure out where to start.
COMMON QUESTIONS
Book a free 30-minute discovery call. We'll walk through whether Strategic Partner is the right fit for the decisions on your table, or whether starting with Clarity or Intelligence makes more sense.