Financial clarity
for growing
businesses.
We give founders CFO-level strategic guidance — without the cost of a full-time hire. Data-driven decisions, not gut feeling.
The problem
Growing fast.
But flying blind.
No financial visibility
You're making critical decisions on gut feeling, not data. Without real-time KPIs and cash flow forecasts, you're flying blind — and every quarter is a guessing game.
Can't afford a full-time CFO
A senior CFO costs $200K+ per year in salary alone. For most SMEs, that's a hire you can't justify — so you go without, and the financial blind spots keep growing.
Investor conversations going nowhere
Without the right financial narrative, a clean data room, and investor-ready models, funding stays out of reach — no matter how strong your product is.
What we do
Strategic finance,
without the overhead.
CFO Advisory
Monthly strategic sessions, KPI dashboards, and board-ready reporting. We become your financial co-pilot without the full-time overhead.
- Monthly strategy sessions
- KPI dashboard setup
- Board reporting
- Cash flow oversight
Financial Planning & Analysis
Rigorous budgeting, rolling forecasts, and cash flow modeling that give you a clear picture of where you are and where you're headed.
- Annual budgeting
- Rolling forecasts
- Cash flow modeling
- Scenario planning
Investor Readiness
From pitch deck financials to data room prep and due diligence support — we make sure your numbers tell the right story when it matters most.
- Pitch deck financials
- Data room prep
- Due diligence support
- Investor narrative
How it works
Three steps to
financial clarity.
Discovery Call
A free 30-minute session to understand your business, your financials, and where the gaps are. No pitch, no pressure — just clarity.
Financial Audit
We assess your current financial state: cash flow, burn rate, reporting, and forecasting gaps. You get a clear picture of where you stand.
Ongoing Advisory
Monthly strategy sessions, async support, and live dashboards. We become part of your team — without being on your payroll.
ROI Calculator
See what financial
clarity is worth.
Estimates based on aggregated client data. Results vary by business.
Your business
Meridian retainer starts at $4K/mo. All projections are illustrative estimates, not guarantees.
Estimated cost savings / year
Runway improvement
Fundraise acceleration
Estimated ROI vs retainer
Net benefit after retainer cost: $68K/yr
Results
Numbers our clients
actually see.
Average reduction in operational costs
Faster fundraising timeline
Client retention rate
Meridian gave us the financial clarity we needed to close our Series A. Their investor readiness work was the difference between a yes and a no.
We went from guessing our runway to knowing it to the day. The cash flow models they built completely changed how we make decisions.
Having a CFO-level perspective without the CFO cost was exactly what we needed at our stage. The ROI has been clear from month one.
The team
The people behind
your growth.
James Hartwell
Managing Partner
Former CFO at three PE-backed companies across fintech and logistics. 18 years of experience turning financial complexity into strategic clarity for founders.
Elena Vasquez
Senior Advisor
Ex-Goldman Sachs. Spent a decade advising growth-stage SMEs on financial structuring, fundraising, and investor relations across Europe and Latin America.
Get started
Ready to see what your
numbers are telling you?
First call is free. No commitment. No pitch deck — just an honest conversation about your financials.