Project
A fixed scope for a specific question: budget, financial model, cash plan, valuation.
It makes sense when there is a decision with a deadline.
Financial clarity, shaped for strategic growth.
FinEdge is a strategic finance consultancy and fractional CFO for growing companies, from early stage to expansion. Planning, cash, fundraising and analysis that turn numbers into decisions.
Illustrative example with fictional data: a 2027 cash projection chart with three scenarios. In the conservative one, cash reaches zero in November.
FinEdge Matrix: where is your company today?
Each stage calls for a different financial answer. Pick your moment and see how we act on four fronts: planning, strategic finance, cash and business advisory.
The company starts selling and needs a solid financial foundation.
Financial planning and analysis
Initial budget, management chart of accounts and the first KPIs.
Strategic finance
Validation of the business model and unit economics.
Cash flow management
A simple cash projection and a defined runway.
Business advisory
Prioritizing where every real should be invested.
There is traction, and the challenge is growing without losing control of cash.
Financial planning and analysis
Rolling forecast, actual versus budget and CAC/LTV tracking.
Strategic finance
Pricing and margin review, and a model ready for investors.
Cash flow management
Cash scenarios and a liquidity policy.
Business advisory
Financial risk map and growth plan.
Growth demands capital, governance and more complex decisions.
Financial planning and analysis
Budget by area and reporting for the board and investors.
Strategic finance
Preparation and support for investment rounds, with valuation.
Cash flow management
Capital planning and funding needs by scenario.
Business advisory
Benchmarking and a cost and margin optimization plan.
The company seeks efficiency, sustainable results and new opportunities.
Financial planning and analysis
Multi-year planning and management by indicators.
Strategic finance
M&A analysis, partnerships and liquidity events.
Cash flow management
Liquidity management and capital structure.
Business advisory
Portfolio review and assessment of new opportunities.
How we work
Three formats for the same goal: better financial decisions. You choose the format; the method stays the same.
Fractional CFO
A senior CFO alongside your team on a recurring rhythm: monthly review of the numbers, forecast, results meeting and support for the board and investors.
It makes sense when the company needs financial leadership, but not yet a full-time CFO.
Fundraising and M&A
End-to-end support in rounds and transactions: model, materials, proposal analysis and investor engagement.
It makes sense when the company is about to raise capital or evaluate a transaction.
The same path in every format
From first contact to decision, in four steps.
- Diagnosis
We start with the question
We understand the business model, the numbers and what needs to be decided.
- Modeling
We build the model
We build projections and scenarios with assumptions validated with your team.
- Recommendation
We show the way
We present the alternatives, the impact of each one and our recommendation.
- Follow-up
We measure the result
We compare actuals with projections and adjust the plan.
About us
Finance executives who have been on the inside: we have built finance functions, led fundraising rounds and answered to boards and investors.
Lucas M.
inFinance and controllership
Accountant and finance executive with over ten years of experience in audit, controllership and finance leadership. Worked at a Big Four firm and at a global technology company, and led finance for an education group operating in Latin America and the United States.
Lucas V.
inCorporate development and M&A
Six years of experience in corporate development, strategic finance and FP&A at technology companies and in the investment market, having worked on both sides of a transaction. Led strategic finance and corporate development at a global technology company, worked at one of Latin America’s largest delivery platforms and studied for an MBA in Finance at the University of Amsterdam. He is a CFA Level II candidate.
Matheus S.
inStrategic finance and FP&A
CFO with a background in strategic finance, FP&A and M&A. Built the finance function of a growing edtech from scratch, led strategic finance at a global technology company and built solid experience in M&A and consulting.
Rafael J.
inFinance and operations
CFO with over 15 years of experience in finance and operations. Was Director of Finance and Operations at a global technology company and founded two businesses, combining long-term vision with execution. As Group CFO, he led controllership, strategic finance, people and administration.