You walk away with a model that answers for itself — in any room, to anyone.
Each discipline below is scoped, quoted, and billed as a fixed fee before any work begins. Take one. Take the set. The number is agreed the day you decide.
Six disciplines, one standard
Entry prices below reflect the smallest sensible version of each engagement. Depth and cadence set the final fee — always named before we start.
Cash-flow forecasting
A rolling 13-week cash view, wired to your bank feeds and payables, so runway stops being a guess and starts being a dial you can turn.
Financial modeling
A driver-based operating model your team can actually run — revenue, headcount, and spend tied to the real levers that move the business.
Budget planning & reforecast
An annual plan your leadership signs onto, then quarterly reforecasts that keep it honest as the year refuses to cooperate.
Investor-ready reporting
Board decks and investor updates that frame the story before anyone has to ask — metrics, narrative, and the ask, all defensible to the line.
Monthly close & controllership
A tidy, on-time close with budget-to-actuals and a plain-spoken month-end read — the standing rhythm that keeps every other number trustworthy.
Raise & diligence support
An investor-grade model, a clean data room, dilution and scenario analysis — and a seat beside you through every diligence call until the round closes.
One number, decided before the work
No hourly meter running quietly in the background. We read the scope, name a fixed fee, and you approve it before a single model is built. The number holds; the surprises don’t.
Combine disciplines and the fee is scoped as a whole, not stacked line by line — most clients fold three or four into a single monthly partnership.
- Fee named and agreed up front
- Scope in writing before day one
- Hours scale up for a raise, down after
Everything leaves in a form you own
No locked tools, no dependency on us to read your own numbers. Each engagement leaves artifacts your team can run long after it ends.
The live model
A driver-based workbook with a documented assumptions log — editable, auditable, and built in a format your finance lead can keep current.
The findings memo
A short, plain-spoken read of where the numbers are tight, what they’re not yet answering, and the two or three moves that matter most.
The board deck
A reusable template — metrics, narrative, and the ask — that you re-run each month without starting from a blank page.
The cash view
A 13-week cash-flow forecast wired to your bank feeds, with scenario toggles so a hard decision is a dial, not a guess.
The data room
For a raise: a clean, indexed set of financials, cohorts, and backup that stands up to a lead investor’s diligence without a scramble.
The handover
A working session with your team so the model is understood, not inherited — you keep the keys when the engagement closes.
Which shape of engagement fits
Most clients start with a diagnostic, settle into the partnership, and bring in raise support when the round is in view.
| What you need | The diagnostic | The partnership | The raise |
|---|---|---|---|
| Starting fee | $3,400 one-time | From $4,600 / month | From $11,500 / round |
| Cash-flow forecast | Built once | Kept current | Investor-grade |
| Operating model | Reviewed | Maintained monthly | Rebuilt for diligence |
| Monthly close | — | Included | As needed |
| Board & investor reporting | — | Each month | Full data room |
| Best when | You need a clear read, fast | You want a standing rhythm | A round is in view |
Name the service, we’ll name the fee
The fastest way in is a phone call. We answer during office hours and can usually scope and price an engagement in one conversation.
Prefer to write first? Email contact@hesperideadvisory.com and we’ll reply the same business day.
Find the office
Hesperide Advisory1352 Cameron Ln
Vestal, NY 13850 Chart a route to Cameron Ln
Weekdays 11am – 7pm
Closed weekends