Robust financial preparation, from term sheets to full diligence, ensuring your numbers are clear, defensible, and presented professionally.
what's involved:
Scenario Analysis for Rounds & Exits
Financial Organisation for Pitch Decks
Term Sheet & Valuation Modelling
Due Diligence Material Preparation
Investor Data & Reporting
.II
Regular updates to organised data rooms, and investor-ready materials that keep stakeholders informed and confident.
what's involved:
Monthly & Quarterly Board Packages
Cap Table Maintenance & Modelling
Investor Update Preparation
Data Room Organisation
Bookkeeping & Optimisation
.III
We maintain orderly, accurate books using modern tools, automating where possible.
what's involved:
Transaction Categorisation & Reconciliations
Accounts Automation
Waste Identification & Optimisation
Monthly & Quarterly Financial Statements
Financial Strategy & Forecast Modelling
.IV
We develop dynamic, driver-based models that reflect your actual business mechanics.
what's involved:
Driver-Based Financial Modelling
Multi-Scenario Forecasting
Monthly Actuals Integration & Updates
Situational Projections & Models
Cash-Flow Management
.V
Hands-on management of your cash position, flow monitoring and forecasting.
what's involved:
Rolling Cash Flow Forecasting
Inflow & Outflow Monitoring
Working Capital Optimization
Scenario-Based Projections
SaaS Metrics & Unit Economics
.VI
We identify and organise the specific SaaS metrics that matter to your business and deploy tracking systems that deliver insights into unit economics.
what's involved:
Key SaaS Metric Selection & Tracking
Unit Economics Breakdown
Real-Time Dashboard Implementation
Performance Trend Analysis
personal & professional
Our Approach
We work closely with leadership, translating complex data into straightforward insights that everyone can trust.
Clarity through collaboration
We adapt our involvement to your current runway, growth phase, and goals. Scaling support to your needs.
Tailored to match your situation
By embedding ourselves in your operations and rhythm, we gain the context needed to provide guidance that feels aligned.
Embedded partnership
By building rolling views of cash, and performance early, we can anticipate challenges before they arise and build strategies to address them.
Proactive towards the long-term
words from clients
"We started thinking about a potential exit earlier than planned. North organised all our historical data and helped us see how our business looks to outside investors. Now we can go into talks with full clarity and confidence about valuations."
marcus
partner & CEO | Series A | Healthcare SaaS
Gradient Animation Section
See the frameworks behind our client results
Walkthroughs of real client results, sample investor board packs, cash-flow models, and transparent pricing.
