Foresight, Not Hindsight
Financial Clarity. Strategic Direction.
Capidel is your strategic finance partner. We deliver financial planning and analysis, joined to data-backed strategy, so you see what is actually driving profitability, cash flow and enterprise value, and act before financial challenges become crises.
Every engagement is staffed as a team, not a single adviser.
- CFOSets the direction, owns the forecast, and sits in the decisions that turn on money.
- ControllerOwns the close, the controls and the integrity of what the numbers say.
- AnalystBuilds the models and the analysis behind every recommendation.
Reading the Numbers Forward
Most businesses have an accountant. Fewer have anyone reading the numbers forward. Bookkeeping tells you what happened. A strategic finance partner tells you what happens next, what it costs, and which of the options in front of you the balance sheet will actually carry.
See
Financial planning and analysis that reports the drivers, not just the totals. Margin by product, site and customer. Cash forward, not cash last month.
Test
Strategy run against the model before capital is committed. Every recommendation carries the number that justifies it.
Own
A finance function that runs on a calendar, produces on time, and does not depend on you being in every decision.
Our Engagements
Three ways in, depending on how much of the finance function you want to keep running yourself. Each one has a fixed scope and something you can hold at the end of it, so you always know what you are buying.
FORESIGHT Assessment
A fixed-fee review of your finance function and the decisions it is meant to support. You end up with a written recommendation you own, whether or not you carry on with us.
Read more → OngoingStrategic CFO
Keep your bookkeeper and your accountant. We take the part neither of them does: the forecast, the analysis, and a seat in the decisions that turn on money.
Read more → Full ownershipFinance360
Hand over the whole finance function, from the ledger through to the board pack, delivered with our partner CPA team. One team, one calendar, one point of contact.
Read more →Twenty-one Triggers
Owner-led businesses call us for the same reasons. These are the twenty-one, grouped by how long you can leave them alone. Two carried through a full planning cycle means you are ready. Three or more means the cost is already in your P&L.
Select the statements that are true of your business today. The reading updates as you go.
Who We Work With
Owner-led businesses between USD 3M and 50M in revenue that have outgrown their reporting but are not large enough to carry a full finance team. The owner is still the one making the calls, and the numbers are no longer keeping up with them.
If we are not the right fit, we will say so on the first call. We would rather tell you that early than bill you to find out.
Let's Talk About Your Business
Bring your last twelve months and the decision that is currently on your desk. Thirty minutes is usually enough to tell you what we would look at first.
