Our Services
Fractional CFO & Strategic Financial Services On Demand
At Platinum AdvantEdge, we deliver more than just numbers—we deliver clarity, strategy, and results. Whether you're scaling, fundraising, restructuring, or just need smarter systems, our expert CFOs step in with a plan, a process, and a proven track record.
- Strategic financial planning & forecasting
- Cash flow and working capital management
- Board & investor reporting
- Financial risk analysis
- Accounting Oversight & Compliance
- Flexible engagements
- KPI development and performance monitoring
- Financial modeling and scenario planning
- Internal team oversight and mentoring
- Strategic input for high-level decisions
- M&A guidance and transaction support
- Business model analysis and margin optimization
- Capital structuring and fundraising support
- Competitive financial benchmarking
- Exit strategy planning
- End-to-end support for buy-side and sell-side transactions
- Financial modeling and valuation analysis
- Deal structuring and negotiations support
- Investor and acquirer readiness prep
- Cash flow forecasting and scenario planning
- Liquidity management and contingency mapping
- Working capital optimization
- Spend analysis and control mechanisms
- Treasury and banking relationship management
- Financial due diligence
- Buy-side & sell-side support
- Valuation modeling
- Integration planning and execution
- Post-deal performance tracking
- Board deck creation and review
- Fundraising pitch support
- Cap table modeling and equity planning
- Investor updates and reporting cadence
- Liaison for investor Q&A and due diligence
- Financial systems audit
- Tool and software recommendations
- ERP/Accounting system implementation
- Dashboard creation with Power BI, Tableau, etc.
- Workflow automation for reporting & analysis
Need support with something else?
Our team can tailor a solution that fits your company's unique financial needs.
Platinum Process
We have a 4 step process
How do we make it work
Platinum Process
We have a 4 step process
How do we make it work
01.
ASSESSMENT
Understanding current state, and identifying any existing
risks or inefficiencies.
02.
STRATEGIZING
Based on the assessment, we create custom financial strategies tailored to your business goals.
03.
IMPLEMENTATION
Once the strategy is set, we execute, monitor ,and adjust in real time—ensuring seamless implementation and lasting success.
04.
REVIEWING
The financial KPIs are constantly monitored and reports are shared with detailed next steps.