New York · Strategic Finance Advisory

Finance that fuels growth.

Institutional-quality financial analysis, strategic decision support, and data-enabled finance capabilities for growing businesses and investors.

Institutional rigor, delivered at the pace of a growing company.

Financial analysis workspace overlooking Manhattan
Client Work

Selected engagements and professional work performed by ScaleCFO's founder across prior roles.

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What We Do

Six capabilities. One integrated view.

  1. 01

    Finance Infrastructure & Transformation

    How the finance function operates.

  2. 02

    Performance Management & Analytics

    How the business is performing.

  3. 03

    Strategic Planning & Decision Support

    What management should plan, prioritize, and do next.

  4. 04

    Capital Strategy & Stakeholder Readiness

    How the strategy is funded and communicated to capital providers.

  5. 05

    Growth Strategy & Market Intelligence

    Where and how the company should grow.

  6. 06

    Data & AI-Enabled Finance

    How data, automation, and AI enable financial decision-making.

Who We Help

Selective support for complex growth.

Growth Companies

Founder-led businesses building stronger finance capabilities.

Investors & Portfolio Companies

Investment-backed teams focused on reporting and value creation.

Professional Advisors

Advisors requiring rigorous financial analysis for complex matters.

Universities & Research Institutions

Teams evaluating IP, licensing, spinouts, and emerging technology.

How We Engage

Three clear paths. One standard of rigor.

01

Finance Diagnostic

Complimentary

Initial assessment to identify financial and operational priorities.

Start Finance Diagnostic →
02

Strategic Finance Working Session

$2,000

Focused engagement addressing a defined strategic or financial question.

Discuss an Engagement →
03

Strategic Finance Advisory

Starting at $7,500/month

Ongoing strategic finance and analytical support.

Discuss an Engagement →

Custom and specialized mandates are scoped individually. Explore Specialized Advisory →

Technology-accelerated. Judgment-led.

Modern tools accelerate analysis. Senior professionals remain responsible for validation, interpretation, and recommendations.

FAQ

Frequently asked questions.

View All Frequently Asked Questions →

Build the financial intelligence behind your next decision.

ScaleCFO works with growing businesses, investors, and professional advisers to address complex financial, strategic, and operational challenges.