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Scaleup Advisory

Scaleup Advisory enables startups and scaleups to reach their business potential flexibly. Working in true partnership, we provide high-touch and value-conscious subscription-based services to build, launch, and grow your business.

Our offering allows entrepreneurs access to exceptional talent in an agile manner.

CFO Services

Our core service provides you with consistent, comprehensive support through a fixed monthly package, ensuring your essential needs are met with reliability and transparency.

Management Reporting

  • A monthly reporting pack that contains a Dashboard, Income Statement, Balance Sheet, Cashflow Statement, Variance Analysis, KPI's and Commentary to make data driven decisions and drive strategic growth.

Cashflow Management & Forecast

  • A monthly report that facilitates the management of cash and forecasts the cash position for the next 12 months to help you manage liquidity.

Annual Budgeting Process

  • We create a comprehensive budget that aligns with your business's goals and market realities. From Revenue projections to Expense planning, we help allocate resources effectively and manage risks.

CFO Advisory

  • 3 hours of face time with your finance business partner to walk you through your financials every month and support strategic decision making.

Annual Strategy evaluation and review

  • A detailed review of your business performance, aligning achievements with goals to assess strategic initiatives, financial health and market position.

Semi annual - 5 Year Forecasts

  • We provide a clear vision of your business's financial trajectory by analysing key drivers, market trends and strategic initiatives to deliver detailed projections to help you anticipate opportunities and challenges.

Our additional value services offer tailored, on-demand solutions for specific needs, available as one-time purchases whenever you require extra support.

Bespoke Financial Modeling

  • Designed to address your unique business needs, whether it’s evaluating investment opportunities or analyzing profitability. We create dynamic, scenario-driven models that provide clear insights into financial outcomes and risks.

Business Valuation

  • Provides a clear understanding of your company's worth, whether for investment, sale, merger, or strategic planning. Using proven methodologies and market analysis, we deliver precise and comprehensive valuations.

CFO Advisory

  • Delivers strategic financial expertise to help you navigate challenges, optimise performance and plan for the future. Gain the insights and leadership needed to enhance profitability and streamline operations.

Fundraising

  • Designed to help you navigate the complexities of raising capital, whether through equity, debt, or alternative financing options by connecting with the right investors.

Investment Memorandums & Review

  • Ensures you are investment-ready by creating a professional and compelling investment memorandum that highlights your business’s strengths, growth potential, and financial viability.

Fractional CFO

  • Services provide expert financial guidance and strategic support on a part-time basis, giving you access to high-level expertise without the full-time cost delivering actionable insights and solutions to drive your business forward.

Marketing Services

Our evidence-based approach to brand & marketing service assist businesses in scaling up by providing strategic insights and actionable plans that enhance brand visibility, market penetration and delivering consistent messaging.

Brand Strategy & Development

  • Conducting research and insight gathering
  • Originating tailored strategic platforms
  • Deliver unique brand messaging
  • Create full brand guidelines
  • Ranging from brand identity to assets

Brand Activation

  • Campaign concept and creative development
  • Translate across multiple touchpoints and channels
  • Develop brand and product launches
  • Create seasonal and tactical campaigns
  • Oversee campaign application and KPI’s

Brand Collateral

  • Apply brand assets across collateral
  • Corporate stationery, templates and presentation decks
  • Design of corporate apparel and merchandising
  • Creation of print-based brochures and flyers
  • Internal and external message application

Digital Marketing

  • Bespoke website concept, development and maintenance
  • Social Media strategy, setup and management
  • Mass inbound communications development
  • Targeted outbound communications development
  • Digital CRM programs and customer journeys

Technology Services

As new advancements comes online our technology services assist businesses in scaling up by providing expert guidance on adopting and integrating technologies that enable businesses to innovate and adapt to market changes.

Planning & Consultancy

  • Refine and investigate business needs
  • Conduct risk analysis and mitigation
  • Determine team requirements for delivery
  • Translate insight into business objectives
  • Create sustainability via digital infrastructure

Integration & Delivery

  • Fully leverage all business digital assets
  • Integration of business CRM data systems
  • Drive automation via ERP and workflow systems
  • Specialist project initiation and product delivery
  • Bespoke software incremental feature development

Systems Development

  • Design and implement systems
  • Provide a transformational framework
  • Increase operational efficiencies
  • Automate and formalise processes
  • Assist data integration across touchpoints

Cloud Computing

  • Utilise the latest cloud computing technologies
  • Setup highly available and robust services
  • Mitigate costs with fit for purpose platforms
  • Future-proof technology infrastructures
  • Streamlined services to maximise ROI
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