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V2E Advisors  /  Our Expertise  /  Finance & Capital
Expertise · 07 of 10

Numbers you can run the business on.

Financial clarity, discipline, and capital readiness for companies that have outgrown gut-feel budgeting.

Book a 30-Minute Call → What We Deliver
The Challenge

Profitable on paper, tight in the bank.

Revenue grows and cash still gets tight. Pricing hasn't been revisited in years. The books close late, the forecast is a guess, and big decisions get made on instinct because the numbers arrive too slowly to help.

Sound familiar? Cash surprises despite growing revenue Pricing set years ago and never revisited Books that close two weeks late A forecast nobody would bet a hire on Raising capital without a credible model
Your Seat

What it means for your seat.

Founder
  • Cash visibility before it gets tight
  • Pricing built on margin, not history
  • A business a lender or buyer can read
CFO / Controller
  • A close that lands on time, every month
  • A model you can defend in the room
  • Backup from operators, not theory
CEO / President
  • Numbers you can run the business on
  • Scenarios before the big decisions
  • Capital-ready when the moment comes
How It Works

The work, in three moves.

01
Month one

Clean Close

Books that close on time, every time.

02
Living model

Model & Forecast

Drivers, scenarios, and cash visibility you’d stake decisions on.

03
When needed

Capital Ready

Pricing, runway, and a model that survives diligence.

What We Deliver

Specific work, specific outcomes.

CFO-level discipline, sized for where the business is now.

01

Financial Models & Forecasting

A working model of the business: drivers, scenarios, and a forecast you’d stake decisions on.

02

Cash Flow Management

Visibility and discipline on the number that actually sinks companies.

03

Pricing & Unit Economics

Pricing grounded in cost, value, and margin, not history.

04

Budgeting & Reporting Cadence

A monthly rhythm: close, review, decide. On time.

05

Capital & Investment Readiness

Runway, capital needs, and a model that survives investor scrutiny.

06

Outsourced Accounting Solutions

Big Four-backed outsourced accounting when process and turnover are the problem.

Outcomes

What "good" looks like.

Financial clarity that shows up every month, on time.

$15MMclient, accounting rebuilt

Real example: we leveraged a Big Four partnership to fully outsource accounting for a corporation struggling with process and turnover.

12xon-time monthly closes

A reporting rhythm that shows up every month, so decisions stop waiting on the books.

245 yrscombined executive experience

Fractional CFO talent drawn from the CXO Accelerator bench.

A Look Inside

The runway under every scenario.

A living model that shows how much runway you have under each case, so decisions get made on facts instead of a gut feel.

FAQ

Common questions.

What does Finance & Capital cover?

CFO-level discipline sized to your business: financial models and forecasting, cash flow management, pricing and unit economics, a monthly budgeting and reporting cadence, capital and investment readiness, and Big Four-backed outsourced accounting when process or turnover is the problem.

We are profitable but cash is always tight. Can you help?

Yes. That gap usually comes from pricing, timing, and visibility rather than profit. We build cash-flow discipline and a living model so you can see the number that actually sinks companies before it gets tight.

Do you provide a fractional CFO?

We deliver CFO-level work sized for where the business is now, and can bring in fractional finance leadership through the CXO Accelerator when you need an experienced operator in the seat without a full-time hire.

Can you get us ready to raise capital or sell?

Yes. We prepare pricing, runway, and a model that survives investor and buyer diligence, so you walk into those conversations with numbers that hold up.

Talk to Us

Tell us where you are.
We'll tell you if we can help.

A 30-minute conversation, no pitch. A focused discussion of where this could create value in your business.