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Services ·02 · Corporate finance projects

A finance workstream that ends in a usable decision.

Focused work for U.S. AI and technology management teams preparing for a financing process, board decision, pricing change, planning cycle, or diligence request.

Engagement
Scoped or retainer
Lead
Partner team
Typical timeline
2–8 weeks
Output
Management-owned
Project modes

Build it. Test it. Defend it.

The work starts with the decision and the audience. We establish the underlying analysis, build the model or materials, test the narrative against the numbers, and transfer a working process to management.

01
Fundraising readiness
Integrated model, KPI history, use-of-funds logic, investor deck, supporting analysis, data-room index, and management preparation.
4–8 weeks
02
Financial model and planning
Driver-based revenue, usage, cost, headcount, cash, balance-sheet, and scenario model linked to management decisions.
3–6 weeks
03
Investor or board materials
A concise narrative built from evidence: performance, economics, milestones, risks, capital needs, and decisions required.
2–4 weeks
04
Pricing and unit economics
Customer value, usage, model and delivery costs, packaging, contract guardrails, and margin scenarios.
2–5 weeks
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.
02
Investor deck
A management-owned company narrative with market, product, traction, economics, plan, milestones, and funding use aligned.
03
Readiness plan
Gaps, owners, evidence requests, timeline, diligence preparation, and the decisions needed before management begins a process.
04
Board pack
Performance, variance, cash, commercial outlook, product economics, risks, and clear questions for the board.
05
Pricing analysis
Packaging, value metric, cost-to-serve, gross-margin cases, customer cohorts, discount logic, and contract guardrails.
06
Diligence preparation
A structured data-room index, source-of-truth schedule, KPI definitions, model audit trail, and response ownership.
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 →