Financial Intelligence
In Action.
Real-world applications of our CFO platform.
Unlock value, secure capital, and scale with confidence.
Real-time CFO Dashboard & KPI Tracking
Understand what drives your performance, daily.
A virtual CFO reads your numbers like a story: identifying what's improving, what's declining, and what needs immediate attention. Our financial intelligence dashboard provides continuous visibility to keep your company on course.
Financial Overview
Rev vs Profit
Insights
"How our own tool helps us multiplying our revenue by 6.5x from $80k to $550k in year 2."
"Identified abnormal category spending across 4 stores, generating forecasts and a strategy to redress business performance."
Industry Financial Benchmarking & Competitive Analysis
See how you compare to similar businesses.
CFOs don't guess, they benchmark. Our competitive benchmarking tools give you clarity on market standards, helping you identify where to improve and where you can outperform your sector using industry-specific financial data.
Market Benchmarking
Industry Comparison
Based on 142 companies in Manufacturing (QC)
"Improved franchise network readiness and group valuation for 10+ stores. Enabled franchisors to detect best vs. least performers."
"Prepared and stored exit readiness strategy for the entire franchisor network."
Bank Financing Preparation & Loan Readiness
Get structured and ready for lenders.
Banks trust companies with clean, organized, and reliable financials. Our CFO services prepare your balance sheets and income statements so financing requests become easier, faster, and more favorable with lenders.
Financing Package
Requirements
Lender Matching
Matched with 3 potential lenders based on your profile.
"Secured $5 million refinancing loans from Canadian banks to extend franchise networks across Canada."
"Obtained $2 million in financing for a strategic business transfer."
M&A Due Diligence & CIM Preparation
Be ready for acquisition or exit.
Whether buying or selling, rigorous financial due diligence is critical. We generate Confidential Information Memorandums (CIMs), teasers, and strategic valuations instantly to support M&A deals, exits, and high-stakes negotiations. Our AI-powered dataroom streamlines document organization and accelerates deal readiness.
Deal Room: Project Horizon
Transaction"Securely stored and managed data for 600+ transactions ranging from $0 to $80 Million."
Côté Vente"Structured a $5M sell-side transaction in 15 days: organized data room, valuation, and business sales presentation."
Business Valuation & Enterprise Value Optimization
Know and improve your company's value.
A CFO calculates value, explains it, and shows what will increase it. We turn business valuation into a strategy, offering accurate models and impact analysis to help you understand your fair market value and how to grow it.
Enterprise Valuation
Estimated Enterprise Value
$4.2M - $4.8M
+8% vs last yearValuation Methods
Value Drivers
"Supporting professionals and business brokers with business valuations delivered in less than 5 days."
Strategic Financial Forecasting & Cash Flow Planning
Plan the future with confidence.
Realistic forecasts guide hiring, spending, risk management, and growth. Our financial forecasting software uses your historical data to create dynamic projections, giving you the visibility to remove guesswork from your long-term strategy.
Cash Flow Forecast 2026
Croissance PME"Helping businesses build strong, realistic forecasts to drive growth for SMEs in Quebec, France, and the US."