WHAT WE DO
Finance Expertise That Helps You Raise, Scale & Win
CFO SERVICES
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Advise on funding strategy, pricing, and capital allocation
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Provide board-level financial insights for high-growth startups
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Support operational efficiency and profitability scaling
Financial Modeling & Forecasting
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Forecast and optimize burn rate, runway, and growth strategies
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Implement budgeting and financial reporting for better decision-making
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Ensure financial stability through data-driven planning
Fundraising Strategy & Investor Prep
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Build investor-grade financial models and forecasts
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Craft high-impact pitch decks that attract capital
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Navigate term sheets and negotiations to secure the best deals
ABOUT
Why Founders Choose Uplevel
✔ Proven Track Record – Helped startups raise $1B+ in venture funding
✔ VC-Backed Expertise – Experience across Seed to Series B fundraising
✔ Results-Driven Strategy – Focused on funding, growth, and financial efficiency
Take Control of Your Startup’s Financial Future
PACKAGES & PRICING
Choose a plan & take control of your financial strategy
Advisory Plan
$2k/month
For founders who need expert financial guidance without a full-time CFO
✔️ Investor-ready financial models & forecasting
✔️ Fundraising strategy & term sheet reviews
✔️ Monthly financial check-ins & strategic advice
Custom Engagement
For startups with unique financial needs—M&A, fundraising, or deep-dive analysis
✔️ Tailored solutions based on your business goals
✔️ Advanced modeling, due diligence, & financial audits
✔️ Fundraising strategy with investor negotiation support