Advisory

Strategic advisory that moves your startup forward.

Fractional C-level advisory, financial modeling, investor reporting, unit economics, and board deck preparation. Built for founders who need C-level guidance without the full-time cost. MATAX has supported over $800M in fundraising across 300+ venture-backed startups, from seed through Series B and beyond.

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Seed to Series BThe stage this practice is built for
FractionalSenior finance leadership without the full-time hire
20+ yearsAdvising startup founders since 2006

What we deliver

C-level advisory for every stage.

From pre-seed founders building their first financial model to Series B companies preparing for due diligence, MATAX provides the strategic financial leadership that venture-backed startups need. Every engagement is tailored to your stage, your industry, and the specific decisions in front of you.

01

Fractional C-level advisory

Strategic financial leadership for startups that need senior-level guidance without the overhead of a full-time hire. We work alongside your team as a dedicated fractional advisor, providing the financial insight and decision support that drives growth and keeps your company on solid footing.

  • Strategic financial leadership and planning
  • Cash flow management and optimization
  • Board meeting preparation and support
  • Growth strategy and capital allocation
02

Financial modeling and forecasting

Investor-grade financial models built from your actual data. We create detailed projections, scenario analyses, and unit economics breakdowns that help you understand your runway, plan your burn rate, and present a credible growth story to investors and board members.

  • Revenue projections and growth modeling
  • Burn rate analysis and runway planning
  • Scenario modeling and sensitivity analysis
  • Unit economics and LTV/CAC analysis
03

Investor relations and reporting

Professional, investor-ready financial reports and board decks that give stakeholders the clarity and confidence they need. We handle everything from monthly investor updates to full due diligence packages for fundraising rounds, drawing on 20+ years of experience with what VCs expect to see.

  • Investor-ready financial reports
  • Board decks and presentation materials
  • Due diligence preparation and support
  • KPI dashboards and cap table guidance

Why fractional

The smarter path to C-level insight.

Most seed-to-Series B startups need C-level financial leadership but cannot justify the cost of a full-time hire. A fractional C-level executive gives you the strategic depth of an experienced finance executive at a fraction of the cost, scaling up or down as your needs evolve.

With MATAX you get more than a consultant who drops in occasionally. You get a dedicated advisory partner who understands your business deeply, knows the fundraising landscape, and has guided 300+ startups through the financial milestones that matter most. From cash flow forecasting and burn rate optimization to Series A preparation and board-level reporting, our fractional C-level services are built for the speed and complexity of venture-backed companies.

  • Startup-specific expertise across SaaS, ecommerce, fintech, and more
  • Cost-effective compared to a full-time C-level hire
  • Scales with your stage, from pre-seed to Series B
  • 300+ startups advised with $800M+ in fundraising supported
  • Deep relationships with VCs, angels, and institutional investors

Advisory impact

Fundraising supported$800M+
Startups advised300+
Years of expertise20+
Monthly close5th

Track record

Advisory results that speak for themselves.

After 20+ years of startup advisory, our track record reflects the depth and consistency of our fractional C-level services. From runway analysis and cash flow forecasting to investor reporting and board deck preparation, MATAX delivers financial leadership founders trust.

20+

Years of startup advisory expertise

$800M+

Client fundraising supported

300+

Startups advised and counting

5th

Monthly close, every month

"The MATAX team can always be counted on to be one step ahead, and quite often anticipate our needs and are quite supportive beyond just ensuring our financials are in order. I'm thankful they're a part of our team."

Mayur Shah  /  CFO, Lifelenz

Introducing MEMo

The MATAX ecosystem model.

Transform your operations from reactive to proactive. Instead of treating accounting, operations, and strategy as separate functions, MEMo maps the interconnected relationships throughout your business.

Your business is a living organism.

When one system is out of sync, it affects everything else. MEMo helps you see and optimize these connections, creating efficiency and sustainable growth.

Traditional approaches focus on fixing individual problems. MEMo recognizes that your success depends on how well all your systems, workflows, and strategies work together.

Systems

The technology foundation that securely captures and processes your data.

Workflows

The automated processes that move value through your organization smoothly.

Strategy

The insights and C-level decisions that drive sustainable growth.

The measurable impact

65%Reduction in manual processes
90%Improvement in forecast accuracy
60%Faster strategic decision-making
70%Increase in initiative success

Beyond the numbers

  • Leadership evolutionShift from reactive problem-solving to proactive optimization.
  • Team productivityReduced administrative burden, increased focus on strategic work.
  • Investment readinessFinancial systems that meet investor due diligence standards.
  • Scalability foundationSystems designed to support 3x to 5x growth without a redesign.

Questions

Advisory FAQs.

What founders ask before starting an advisory engagement.

Most startups benefit once they have raised outside capital or plan to, are managing a growing team, or need to make strategic decisions about burn rate, runway, and growth. If you find yourself guessing at financial projections, struggling to prepare investor updates, or unsure how to model your unit economics, it is time. MATAX works with companies from pre-seed through Series B, so there is no “too early” if the need is real.
Bookkeeping records and organizes financial transactions: bank reconciliation, expense categorization, accounts payable and receivable, and monthly close. C-level advisory uses that data to drive strategic decisions: financial modeling, cash flow forecasting, runway analysis, investor reporting, board deck preparation, and capital allocation. Bookkeeping is the foundation, advisory is the layer built on top. MATAX offers both, and they work best together.
We build investor-grade financial models with revenue projections, unit economics, and scenario analysis. We prepare board decks and investor presentations that highlight the metrics VCs care about most. During due diligence we organize your financial records, answer investor questions, and provide the supporting documentation that accelerates closing. Over 20+ years we have supported over $800M in client fundraising across seed, Series A, and Series B rounds.
Yes. Many advisory clients already have an accountant or bookkeeper handling day-to-day transactions. MATAX slots in as the strategic advisory layer, providing fractional C-level guidance, financial modeling, investor reporting, and board-level analysis. We collaborate directly with your existing accounting team, using their data as the foundation. You get the full spectrum of support without duplicating effort.

Get started

Ready for C-level guidance?

Book a discovery call. We will talk through how your finance function runs today and where fractional C-level advisory could strengthen it, backed by 20+ years of experience and $800M+ in fundraising supported.

Book your discovery call See advisory services

No commitment / 30-minute call / Talk to a senior advisor

2025Xero Advisory Innovator of the Year
Two-timeXero Partner of the Year
20+ yearsAdvising founders since 2006