Finance leadership and deal execution, when and how you need it.
Rollforward Advisory partners with founders, operators and boards of early-stage and growth companies. We bring institutional rigor without the institutional overhead, and AI-native tools that move every engagement faster.
From a single transaction to an ongoing CFO partnership.
Transaction advisory
- Buy-side and sell-side M&A execution
- Growth equity and structured debt
- Marketing materials and diligence prep
- Quality of earnings and valuation analysis
- Funding strategy
Office of the CFO
- Financial planning and analysis
- Budgeting and forecasting
- KPI development and reporting
- Board and shareholder relations
- Full-cycle accounting oversight
Operations
- Business intelligence
- Vendor optimization
- System implementation
- Finance stack and automation
Selected transactions
Companies we’ve worked with
AI-native, end to end.
AI is built into how we work on every engagement, from the first model to the closing table. It means more analysis in less time, and senior judgment on every output.
Faster deal work
Data rooms, diligence responses and marketing materials assembled in days, not weeks.
Sharper analysis
Models, scenarios and valuation work that update as the numbers and the terms change.
Board-ready reporting
Board decks and investor updates drafted from source data and reviewed line by line.
Connected systems
Accounting, spend, cap table and inbox feeding one live view of the business.
Operator experience. Institutional rigor.
Diagnose
Assess financials, KPIs and capital position, and align on the outcome: a raise, a sale or the finance function for the next stage.
Build
Forecast model, KPI reporting, board materials, data room and marketing materials. We do the work, not just oversee it.
Execute
Lead the process and counterparties through close, or serve as embedded CFO reporting to the CEO and board.
Preparing for a raise, weighing an exit or building the finance team?
We’d welcome a conversation.
or email info@advisory-rollforward.co