Finance Partner Built for Startups That Scale.
From seed to scale, LOFTAIL becomes your extended finance team.
Services
Capital Raising
- Financial Model & Forecast Scenarios
- Unit Economics & Cohort Analysis
- Cap Table Modelling
- Pitch Deck & Narrative
- Virtual Data Room Setup
- Due Diligence Readiness
- Historical Adjusted P&L & Normalized EBITDA Calculation
- Valuation Benchmarking
Growth Finance
- 13 Week Cash Flow Forecast
- Investor Reporting Packs
- Quarterly Board Reporting Deck
- MIS Reporting
- Annual Budgeting
- Rolling Forecasts & Scenario Planning
- Unit Economics – Deep Dive
- Quality of Revenue Analysis
- Cohort & Retention Analysis
M&A and Exit Planning
- Financial Cleanup and Audit Readiness
- Sell Side Materials
- Earn-Out Structuring
- Virtual Data Room Setup
- Financial Model & Scenario Analysis
- Pitch Deck & Narratives
- Valuation Benchmarks
- Due Diligence Readiness
Bookkeeping & Controllership
- Monthly Close Reporting
- Reconciliations
- ERP/Accounting System Selection & Implementation
- Fractional CFO Retainer
- Investor Relations Management
- Accounting Policies & Chart of Accounts
- R&D Tax Credit Support
- Audit Support
What You Walk Away With
The Investor-Ready Funnel.
Journey-mapped from raise to exit. Built for Seed/Series A founders who need a trusted financial co-pilot fast.
Raise
Investor-ready models, decks & data rooms.
Grow
Post-investment operations and board reporting.
Scale
FP&A, dashboards and fractional CFO retainers.
Exit
M&A preparation, sell-side support and transaction advisory.
About LOFTAIL
A CFO Who Knows Your Business, Not Just Your Books.
Loftail is a fractional CFO and fundraising advisory firm serving startups and SMEs across the US, UK, and Australia. We bring investment banking depth to companies that need it most — and deliver it at a fraction of the cost of a full-time hire.
The best time to fix your finances was before you needed them.
The second best time is right now.
We'll reach out to you shortly.
Book a Consultation
Fill in your details and we'll get back to you shortly.