How We Work With You
A structured path from early clarity to investor-grade confidence
Scaling a startup isn’t just about moving fast it’s about making the right financial decisions at the right time.
At Factalis Consulting, we work alongside founders and leadership teams to reduce financial uncertainty, anticipate risk, and build credibility with investors as the business grows.
Our engagement model is designed to be low-risk to start, high-impact early, and scalable over time.
Our Engagement Philosophy
We believe great advisory work should
Reduce surprises, not create them
Translate complexity into clear decisions
Scale with your business not outpace it
Feel like an extension of your leadership team
That philosophy shapes every step of how we work.
Step 1
Introductory Alignment Call (No Cost)
Clarity before commitment
We start with a focused 30-minute conversation to understand:
- Your business model and growth stage
- Where financial, accounting, or tax risk may be building
- What investors or stakeholders will expect next
This is not a sales call
It’s a working session to determine whether Factalis is the right partner and if not, we’ll tell you.
Step 2
Factalis Financial Baseline™ (Fixed Fee)
Your current state clearly mapped
This step establishes a living baseline of your financial foundation.
It’s the anchor for everything that follows.
What we assess:
- Cash burn, runway, and funding pressure points
- Quality of financial reporting and close processes
- Revenue recognition posture and risk areas
- Financial Model
- Equity structure, stock compensation, and cap table a
- Tax exposure and planning gaps
This step is low risk, high clarity, and stands on its own no obligation to continue.
A clear snapshot of where you stand t
Identification of silent risks that will surface later
A prioritized, practical action plan
Step 3
Milestone-Aligned Advisory Support (Monthly, Flexible)
Guidance that evolves as you grow
If there’s alignment, we move into ongoing support designed around your next milestone, not generic monthly services.
Support may include:
- Fractional CFO or Controller leadership
- GAAP accounting and technical accounting support
- FP&A, budgeting, and burn-to-milestone modeling
- Investor reporting and board materials
- Tax planning coordination and readiness
Our engagements are
Flexible in scope
Transparent in pricing
Scalable up or down as needs change
Free from long-term lock-ins
Step 4
Silent Risk & Readiness Reviews (Built-In)
Problems identified before they become urgent
At regular intervals, we step back and assess:
- Where complexity is quietly accumulating
- Which decisions made earlier need revisiting
- What will matter most in the next raise, audit, or transaction
You receive a concise view of:
- What’s working
- What will become a problem
- What must be addressed now
This is where Factalis delivers disproportionate value.
Step 5
Targeted Support at Inflection Points
Senior expertise when stakes are highest
When your company hits major moments – capital raises, diligence, audits, or M&A we layer in focused, project-based support.
Typical projects include:
- Investor and diligence readiness
- Revenue recognition and equity accounting memos
- Audit preparation and remediation
- M&A or restructuring support
- Budgeting and operating plan builds
You get the right level of expertise without hiring ahead of need or onboarding new vendors.
Our Role vs. Yours
Clear ownership, fewer surprises
We are explicit about responsibilities
- Factalis Owns:
- Structure
- analysis
- advisory
- risk identification
- Management Owns:
- decisions
- execution
- approvals
This clarity reduces friction and keeps momentum high.
Our Role vs. Yours
Fewer last-minute fire drills
Stronger investor confidence
Better decision-making under pressure
Cleaner fundraising and diligence processes
A finance function that scales with the business
The Factalis Client Journey Map
CAN WE MAKE GRAPHIC SHOWING THESE STAGES AND WHAT WE DO AT ALL THESE STAGES.
A structured framework designed to evolve your financial infrastructure from early foundation to institutional maturity.
Stage 01
Foundation
(Early / Pre-Raise)
- Client needs
Clarity, runway control, basic structure
Factalis focus
- Financial Baseline™
- Burn & runway analysis
- Early GAAP and tax alignment
Outcome:
Control and visibility
Stage 02
Readiness
(Seed → Series A)
- Client needs
Credibility, defensible numbers
Factalis focus
- Revenue recognition framework
- Equity and SBC accounting
- Investor-ready financials
Outcome:
confidence in investor conversations
Stage 03
Scale
(Series A → B)
- Client needs
predictability, discipline
Factalis focus
- FP&A and forecasting rigor
- Silent risk reviews
- Process and control strengthening
Outcome:
scalable financial infrastructure
Stage 04
Transaction Mode
(Raise, Audit, M&A)
- Client needs
Execution certainty
Factalis focus
- Diligence readiness
- Technical accounting defensibility
- Stakeholder coordination
Outcome:
smoother execution, protected valuation
Stage 05
Maturity
(Late-Stage / Pre-IPO)
- Client needs
Institutional readiness
Factalis focus
- GAAP excellence
- Audit-ready documentation
- Strategic advisory
Outcome:
long-term credibility and optionality
The Factalis Difference
We don’t wait for problems to surface.
We design a system where they rarely surprise you.