As a business owner, managing your financial strategy and operations is crucial to success — but not all companies have the resources to hire a full-time CFO. That’s where BE Advise steps in. Our CFO-as-a-Service offering covers everything from strategic financial planning and performance insights to due diligence support and risk management. Whether you’re preparing for growth, fundraising, or ensuring financial stability, we help you navigate every financial challenge with confidence.
Strategic Financial Planning & Advisory
At BE Advise, we collaborate with you to develop a customized financial strategy that encompasses long-term planning, budgeting, forecasting, and scenario analysis to align with your business goals and drive success.
Financial Reporting & Performance Insights
Our reports go beyond financial statement analysis by including industry-specific metrics, with a focus on SaaS startup metrics, providing actionable insights that help you make smarter business decisions through regular financial performance reviews.
Cash Flow Optimization
Effective cash flow management is essential for business continuity. BE Advise helps you manage liquidity and working capital to ensure your business can cover operational expenses, invest in growth, and handle unexpected changes with confidence.
Budgeting & Financial Forecasting
We develop and maintain detailed budgets and forecasts that serve as a blueprint for your business's financial direction. By comparing actual performance to forecasts, we help you adjust strategies to stay on track and meet your financial targets.
Risk Management & Mitigation
BE Advise works with you to identify and mitigate financial risks that could impact your business, from market fluctuations to compliance challenges. Our proactive approach helps safeguard your business’s financial health and stability.
Due Diligence Support & Preliminary Preparation
Planning a merger, acquisition, or investment round? BE Advise offers thorough due diligence support by preparing all necessary documentation and financial records, ensuring your business is ready for scrutiny and presenting accurate, organized information to potential buyers, investors, or partners.
Compliance Management & Reporting
BE Advise ensures your business stays compliant with financial regulations and industry standards by handling tax compliance, financial reporting, documentation preparation, and internal audits to maintain transparency, accuracy, and avoid penalties.
Capital Strategy & Fundraising Support
Whether you're looking to raise capital, optimize your capital structure, or prepare for a merger or acquisition, BE Advise provides expert guidance on financing strategies and investor relations to help you secure the right funding for your business.
Business Performance Enhancement
Using financial data, we identify opportunities to streamline operations, reduce costs, and boost profitability. We provide regular performance reviews and actionable recommendations to ensure your business is always improving and growing.
Strategic Decision-Making Support
As your virtual CFO, BE Advise provides strategic financial insights and guidance for key decisions like expansion, product launches, or partnerships, ensuring you make informed choices that propel your business forward.
Why Choose BE Advise?
At BE Advise, we go beyond standard consultancy by providing tailored, end-to-end solutions that empower startups to excel in their fundraising journey. Here’s why we stand out:
Comprehensive Support: Your Focus, Your Growth
We handle the entire fundraising process from preparation to deal closing, allowing you to focus on scaling your business while we secure the right investment.
Expert Negotiation Guidance: Secure the Best Deal
Our experienced negotiators ensure you secure funding under terms that support your long-term success and align with your business vision.
Legal Expertise: Navigate Complexity with Confidence
With our network of legal experts, we guide you through due diligence and shareholder agreements, safeguarding your interests at every step.
Extensive Investor Network: Find the Right Fit
We connect you with investors who not only provide funding but also share your goals and values, ensuring a strong, strategic partnership.
Track Record of Success: Proven Results
Our expertise has helped startups across all stages secure the capital they need to grow and achieve their business goals.
Smooth Sailing Through a Tough Process
We simplify the demanding investment process, providing hands-on support that saves you time and keeps you focused, confident, and ready for strategic decisions.