WealthWise — Finance and business strategy for confident growth
We partner with founders and CFOs to turn finance into a business advantage.
From budgeting, forecasting, and unit economics to capital raising and M&A readiness, we build resilient, profitable companies.
Clear insights. Practical execution. Results that compound.
Why WealthWise
WealthWise helps founders and finance leaders turn financial discipline into sustainable growth. We translate numbers into strategy — linking cash, unit economics, and capital allocation to measurable business outcomes.
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Strategic finance, tailored - built around your business model, stage, and goals.
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End‑to‑end finance stack - FP&A, unit economics, cash flow, fundraising, and M&A readiness.
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Live performance visibility - dashboards, KPIs, variance analysis, and decision templates.
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Scalable operating cadence - controls and processes that enable efficient, fundable growth.
Our methodology
We connect finance to business decisions—turning clarity on cash, runway, and unit economics into actions that create durable value.
Financial Diagnostics
We baseline unit economics, cash conversion, and KPIs to surface value drivers, constraints, and risk.
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Capital Strategy & Allocation
We architect budgets, scenarios, and capital plans—optimizing runway, funding mix, and ROI across growth bets.
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Operating System & Execution
We implement processes, dashboards, and controls, embedding FP&A cadences for accountable delivery.
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Continuous Optimization
We monitor KPIs and variances, refine pricing and cost levers, and compound results quarter over quarter.
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WealthWise converts finance into a competitive edge—connecting FP&A, capital allocation, and operating cadence to profitable, resilient growth.
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✔Strategic clarity: driver trees, KPI frameworks, and rolling forecasts that align decisions.
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✔Capital efficiency: cash discipline, unit economics, and runway planning that maximize ROI.
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✔Investor‑ready rigor: board‑grade reporting, metrics, and narratives that accelerate fundraising and M&A.
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✔Risk‑aware scale: lightweight controls and cadences that reduce risk without slowing growth.
Frequently asked questions
FP&A, budgeting and forecasting, unit economics, cash management, investor reporting, fundraising and M&A readiness, and scalable finance operations.
Yes. We begin with a 2‑week health check—KPI baselining, cash runway analysis, and quick wins—with a clear action plan.
We embed as a fractional CFO/FP&A partner or on a project basis, with weekly/monthly cadences, dashboards, and transparent communication.
Yes. We prepare investor‑ready metrics, build the data room, craft the narrative, and align the capital plan to runway and milestones.
Quick wins in 2–3 weeks; compounding impact over quarters as pricing, cost levers, and controls take effect.
What our clients say
"WealthWise turned our finance function into a growth engine. In 90 days we moved to weekly cash and KPI cadences, improved forecast accuracy, and lifted gross margin by 5 p.p."
James Walker
CEO
"Scenario planning and runway management changed our capital allocation. We re‑prioritized spend to high‑ROI bets and extended runway by 7 months without slipping product milestones."
Marie Tremblay
COO
"We came to investors with board‑grade reporting, disciplined KPIs, and a crisp narrative. We closed two months faster and secured better terms with WealthWise as our finance partner."
Arjun Singh
CFO