Advisory Transactions & Growth Services
Supporting critical decisions across growth, capital events, and transformation
Growth creates opportunity, but also complexity. Whether preparing for a transaction, raising capital, or scaling operations, businesses need more than advice. They need experienced partners who understand how decisions hold up under investor scrutiny.
Factalis Consulting provides hands-on advisory and transaction support to founders, management teams, and PE and VC-backed companies navigating high-stakes moments. We help you move confidently through change, backed by clear financial insight, disciplined execution, and institutional-grade readiness.
When growth starts to strain the system
As companies scale, complexity often grows faster than financial infrastructure. At this stage, leadership teams commonly encounter:
- Strong investor interest, but unclear financial positioning
- Fundraising processes that slow or stall during diligence
- Acquisition opportunities with material risks buried in the numbers
- Increasing pressure to meet institutional, audit, and governance standards earlier than expected
These moments don’t require optimism or surface-level advice. They require accurate financials, defensible analysis, and judgment shaped by real transaction experience.
Factalis Consulting brings senior-level expertise gained from supporting growth-stage, PE and VC-backed businesses through capital raises, acquisitions, restructurings, and scale-up transitions. Our work is built to stand up to investor scrutiny, auditor review, and board-level decision-making.
Our Services
Senior Leadership delivered flexibly, matching your stage of growth.
Startup Advisory & Capital Raise
Guides founders from concept through scale, helping them translate vision into numbers, narrative, and infrastructure for capital events.
Strategic M&A Advisory
Supports PE backed companies and founders across the full Merger and Aquisition transaction lifecycle.
IPO Readiness & Technical Accounting
Helps VC- and PE backed companies prepare for IPO or strategic exit with the technical rigor regulators and auditors expect.
Strategic & Growth Advisory
Building finance functions that scale with growth and investor expectations.
When founders need to sound investor-ready
Startup Advisory & Capital Raise
Turning vision into investor-ready financial clarity
Early-stage growth requires more than a strong idea—it requires disciplined execution, credible financials, and a clear narrative investors can trust.
Factalis partners with founders from concept through scale, helping align strategy, numbers, and infrastructure to meet investor and lender expectations.
The Result:
Clear positioning, confident storytelling, stronger investor confidence, and smoother capital raise discussions.
We support you with:
- Business plan refinement and integrated financial modeling
- Forecasting, unit economics, and KPI development
- Investor pitch coaching, VC-style pitch decks, and capital raise preparation
- Management presentation support and investor data requests
- Data room setup and investor-grade financial reporting
- Anticipating VC and investor diligence questions before they arise
- Cap table review & equity structure assessment
We support you with:
- Valuation modeling, scenario analysis, and synergy assessment
- Pre-transaction financial and accounting readiness
- Buy-side and sell-side support, including diligence preparation and response
- Quality of Earnings (QoE) analysis and financial insights
- Transaction agreement and accounting implications review
- Carve-out and stand-alone financial statements
- Purchase accounting and post-deal financial reporting
- Post-transaction integration, Day-1 readiness, and finance function stabilization
- Strategic growth and integration planning
When transactions must create value, not complexity
Strategic M&A Advisory
Protecting value from strategy through integration—without surprises
M&A decisions shape valuation, execution outcomes, and long-term performance. Weak preparation or poor integration can erode value quickly.
Factalis supports PE-backed companies and founders across the full M&A lifecycle—helping identify risks early, execute with discipline, and maximize value realization.
The Result:
Better decisions, smoother execution, no last-minute fire drills, and maximum value realization.
When public-company standards arrive early
IPO Readiness & Technical Accounting
Late-stage growth brings expectations that resemble public markets, long before an IPO filing.
Factalis helps VC- and PE backed companies prepare for IPO or strategic exit with the technical rigor regulators and auditors expect.
The Result:
Preparedness, credibility, and control, before the spotlight turns on.
Our expertise includes:
- IPO readiness assessments and reporting gap analysis
- SEC registration statement preparation (S-1, Form 10, S-4)
- PCAOB-ready financials, accounting policies, and SOX controls
- Technical accounting for complex equity, revenue models, and M&A
- Liason with attorneys, investment bankers and regulators
Our growth advisory services include:
- Finance and accounting operating model design
- Scalable processes, internal controls, and governance
- KPI frameworks, performance management, and decision support
- Financial planning, forecasting, and cash flow strategy
- Board, investor, and lender-ready reporting
Strategic & Growth Advisory
Building finance functions that scale with the business
As companies grow, informal processes stop working. We help leadership teams professionalize finance and accounting functions so they can support scale, strategic decision-making, and investor expectations.
The Result:
We don’t over-engineer. We build right-sized, durable solutions aligned with where your business is, and where it’s going.
Why
Factalis
Consulting
We meet clients where they are and help them move forward with confidence.
Senior-level involvement from day one
Practical, execution-focused, not theoretical consulting
Solutions that withstand investor, auditor, and regulator scrutiny
Deep experience supporting growth-stage, PE- and VC-backed companies
Let's Connect
A short conversation can quickly identify gaps, and the right next steps.
Join other growing companies
Facing a transaction, capital raise, or scaling challenge?
Let’s discuss how Factalis Consulting can support your next critical milestone.
