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Services ·02 · Corporate finance projects

Corporate finance projects for AI companies.

Defined financial models, pricing analysis, board materials, and fundraising preparation for U.S. AI and technology management teams. We agree on the decision, deliverables, source data, and handoff before work begins.

Describe your project →
Engagement
Fixed scope
Lead
Partner team
Timing
Agreed with scope
Output
Management-owned
Choose the engagement

A defined output with a clear owner.

A project works when management has a specific finance decision or preparation need and someone inside the company can keep the work current after handoff. These are scope questions we use, not fixed requirements for every company.

01
Name the decision
Identify the board discussion, pricing choice, planning cycle, or internal fundraising preparation that the work must support.
02
Agree on the handoff
Set the deliverables, data owners, assumptions to validate, review points, and the person who will maintain the model or materials.
03
Use ongoing support when needed
If the forecast, cash view, pricing analysis, and reporting need senior ownership each month, see our fractional CFO retainer.
Project modes

Work tied to a management decision.

We establish the underlying analysis, build the model or materials, test the narrative against the numbers, and transfer a working process to management. The scope and timing depend on the starting data and agreed output.

01
Fundraising readiness
Integrated model, KPI history, use-of-funds logic, investor deck, supporting analysis, data-room index, and management preparation.
02
Financial model and planning
Driver-based revenue, usage, cost, headcount, cash, balance-sheet, and scenario model linked to management decisions.
03
Investor or board materials
A concise narrative built from evidence: performance, economics, milestones, risks, capital needs, and decisions required.
04
Pricing and unit economics
Customer value, usage, model and delivery costs, packaging, contract guardrails, and margin scenarios.
What we prepare

The analysis and the communication.

01
Financial model
A live, driver-based model with assumptions, actuals, scenarios, cash, runway, and transparent decision levers. Read the insight →
02
Investor deck
A management-owned company narrative with market, product, traction, economics, plan, milestones, and funding use aligned. Read the insight →
03
Readiness plan
Gaps, owners, evidence requests, timeline, diligence preparation, and the decisions needed before management begins a process. Read the insight →
04
Board pack
Performance, variance, cash, commercial outlook, product economics, risks, and clear questions for the board. Read the insight →
05
Pricing analysis
Packaging, value metric, cost-to-serve, gross-margin cases, customer cohorts, discount logic, and contract guardrails. Read the insight →
06
Diligence preparation
A structured data-room index, source-of-truth schedule, KPI definitions, model audit trail, and response ownership. Read the insight →
Boundary

We prepare the company. We do not place securities.

Amafi Advisory does not solicit or introduce investors, distribute offering materials on a client's behalf, negotiate securities terms as an intermediary, handle investor funds or securities, or charge transaction-based compensation. A company that needs those activities should appoint an appropriately registered intermediary and qualified counsel.

Related
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01 · Fractional CFO
Ongoing senior finance ownership.
A maintained model, management cadence, board reporting, and decision support each month.
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Insight
Prepare the company before the process.
The model, metrics, materials, and diligence work management should own first.
Read insight

Bring us the hard finance problem.

Use the contact form to describe the decision, deadline, and work already in place. A partner will respond directly.

Contact us →