Fractional FP&A, fundraise readiness and transaction advisory
Every number, connected to a decision.
Up close, finance looks like a pile of separate figures. From further out, it's one system. We step back, connect the pieces, and show you what they mean for your next move.
Up close: figures sit in separate files and meetings, so no one sees how one change moves the rest.
Where we fit
All three practices, at every stage
The question changes as a company grows, and so does what each practice delivers.
Services
Three practices, each built around a decision
Choose a practice, then explore its diagram step by step.
Fractional FP&A
For growing companies that close their books every month but still plan from instinct.
- Driver-based forecastsRevenue built from the levers you actually control.
- Budget vs. actualVariance analysis that explains why, not just how much.
- Cash and runwayShort-term cash views tied to hiring and spend.
- Board and investor packsOne consistent pack your board learns to trust.
Every month ends with a decision, not just a close.
Most companies stop at close. The value sits in the steps after it.
Select a segment to explore
Fundraise readiness
For founders preparing a seed to Series B round, or raising capital for a major project.
- Investor-grade modelAn integrated model with base, upside and downside cases.
- Use of fundsA clear answer to how much, what for and how long it lasts.
- Cap table and dilutionSAFEs, notes and priced rounds modelled before you negotiate.
- Data room and narrativeA structured data room and the financial story in your deck.
You walk into diligence already knowing the answers.
Most decks start at the top. A strong narrative fails diligence if the layers underneath don't hold.
Select a layer to explore
Transaction advisory
For acquirers, sellers, investors and developers weighing a deal or a major capital project.
- ValuationDCF, comparables and sum-of-the-parts for mixed businesses.
- Deal modellingMerger models with accretion and dilution, and LBO returns.
- Financial due diligenceQuality of earnings, operating performance and risk.
- FeasibilityInvestment cases for new ventures and large-scale projects.
A price you can defend, with the risks already priced in.
Each stage narrows the valuation range until the price is a number you can stand behind.
Select a stage to explore
Toolkit
The models behind the work
Each model answers one question. Filter by practice.
Approach
Shaped around your deadline, not ours
A board meeting next week and a raise next quarter need different engagements. Choose the pace to see how the work adapts.
Your files, unlocked
No black boxes. Your team can follow and update every model.
Assumptions in the open
Every key input is labelled, sourced and one cell away from a sensitivity.
Confidential by default
We sign an NDA before we see a single number.
About us
Built by people who have sat on both sides of the table
Our team comes from advisory firms, private equity diligence teams and growth-stage finance functions. We've built the models that went to investment committees and answered the questions acquirers asked.
We started Aphelion because good companies too often decide with a partial view. We stay deliberately small, so the person who scopes your work is the person who builds it.
Precision over polish
A correct number in a plain table beats a beautiful chart on a broken formula.
Candour over comfort
If the plan doesn't work, you hear it early, while there's time to change it.
Judgement over volume
Senior thinking on every page, not a first draft passed upward.
Capability over dependence
Success is how well your team runs things without us.
Experience
Across borders, sectors and deal sizes
Our team's work spans more than 20 sectors for companies, investors and developers in the United States, Europe and the Middle East.
Working across time zones
Select a region to see how our day overlaps with yours.
Sectors we know
Select a family to highlight its sectors.
Credentials
Qualified in the disciplines our clients rely on
CFA Institute
CFA Program
Pursuing the CFA Program, the global benchmark for investment analysis, valuation and ethics.
Global Association of Risk Professionals
Financial Risk Manager
The global standard for market, credit and operational risk.
Specialist certification
Financial modelling and advanced valuation
DCF, LBO, merger and sum-of-the-parts models built to institutional standards.
Specialist certification
Equity research
Company analysis, forecasting and valuation for investment recommendations.
Questions
Before you get in touch
How is this different from hiring a CFO?
Most growing companies need CFO-level thinking for specific moments, like a raise, a board meeting or a deal, rather than every day. We bring that expertise when it counts, at a fraction of the cost of a full-time hire.
How do you price engagements?
Sprints and projects are quoted as a fixed fee after the intro call. Ongoing support is a monthly retainer. You see the price before any work begins.
How fast can you start?
Urgent work can often begin within days. We'll be clear on the intro call about what's realistic for your deadline.
Will we own what you build?
Yes. Every model and report is handed over unlocked, documented and fully yours.
Contact
Start with a conversation, not a contract
Tell us where the business is today and the decision ahead. We'll reply within two working days to set up a free 30-minute intro call.
aphelionadvisory@gmail.com
Helpful to include
- What your company does and its current stage
- The decision ahead: a raise, a deal or a board meeting
- Your timeline, even if it's approximate
- The finance support you have today