Velonix brings M&A and investor-side experience, so the financial story we build holds up in front of VCs and lenders.
What we provide
| Area | What it covers |
|---|---|
| Fundraising | Preparation and valuation framing |
| Structure | Entity-structuring guidance ahead of a raise |
| Financial models | Integrated projections, updated monthly against actual performance |
| Cash | Runway management |
| Reporting | Board and investor reporting packages |
| Budgeting | Annual budgets and budget-to-actual variance analysis |
| Accounting practices | Practices that hold up in investor diligence |
| KPIs | Dashboards with periodic performance reporting |
| Finance operations | Oversight of the monthly financial close |
When founders call us
- Before a raise. The model, the numbers and the story need to survive investor scrutiny.
- During investor diligence. Questions arrive faster than a founder-built model can answer them.
- When decisions get bigger. Hiring, spending and runway choices start to need executive-level judgment.
How we work
1
Scoping call.
We agree what finance leadership you need and how often.
2
Data and requirements.
We gather your data and context through a secure platform.
3
Build and set up.
We build the model, reporting and budget structure.
4
Review and readout.
Key findings, risks and open points reach you early.
5
Ongoing support.
Work continues on your monthly or quarterly cadence.
Case study: Building an Investor-Ready Financial Model for a Pre-Seed SaaS Startup
Case study
Ahead of its pre-seed raise, a US SaaS startup needed more than a model. Alongside the rebuilt model, we advised the founder on valuation framing, investor readiness and entity structuring ahead of the raise, and put the accounting on a footing that holds up under diligence. Monthly support continues as the company grows.
Read the case studyWhy work with us
- Investor-side view. We know what VCs and lenders look for because we work on the diligence side.
- US CPA and Indian CA team. US GAAP fluency and investor expectations built in.
- Senior review. Nothing leaves Velonix without a formal quality check.
- Confidential by design. Monitored devices, role-based access and an NDA on every engagement.
- Clear pricing. Fixed fee agreed before work begins.
Last updated October 29, 2026