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.
From startups to scale-ups, here’s what our clients say after working with Platinum AdvantEdge.
Boardroom-Tested, Founder-Approved
Founding Member, Sanas.ai
Platinum AdvantEdge operates like a true partner, deeply invested in the success of the companies they work with. Neeti and her team don’t just deliver numbers; they deliver strategy, discipline, and vision. Neeti has a gift for turning financial complexity into simplicity.
CFO, Ventek Solutions LLC
Neeti and her team delivered exceptional work on our opening balance sheet, global fixed asset reconciliation, and carve-out financials. They worked hand in hand with our team, bringing outstanding technical expertise and precision during a critical transition.
CEO, ElevenO
As a first-time CEO navigating a capital raise, projecting operating expenses, and managing day-to-day growth — often all at once and well into the night — having Neeti and her team by my side made all the difference. They were always available, working in real time through crunch moments to ensure accuracy, confidence, and clarity across our financials. Their partnership has been instrumental in helping us move fast while staying financially grounded.
Founder & Managing Partner - Mara6
I have known Neeti Dewan for the last seven years both professionally and personally. Having worked closely with Neeti and her team over recent years on several of my portfolio companies, I have seen firsthand the remarkable leadership, strategic insight, and financial expertise she brings to every challenge. As CEO at Platinum Advantage, Neeti consistently demonstrated exceptional skill in financial forecasting, budgeting, and risk management, helping our companies navigate economic fluctuations and achieve sustainable growth. She and her team’s ability to turn complex data into actionable strategies has made Platinum Advantage an invaluable advisor. Beyond technical expertise, Neeti fosters a culture of transparency, accountability, and innovation. Whether mentoring rising talent or negotiating high-stakes financial arrangements, she leads with integrity and foresight. I am confident that Neeti and Platinum Advantage will bring the same dedication, professionalism, and strategic value to your organization.
President, Adcuratio Media Inc.
Neeti and her team have become essential to our operations. Their rolling cash forecasts, monthly financials, and board preparation materials are always thorough and on point. They've given us the clarity and confidence to make strategic decisions quickly.