What We Do

Strategic finance for owner-led and family-held companies that have outgrown instinct and a bookkeeper, but are not yet large enough to justify a full internal planning and analysis function.

FORESIGHT Assessment

A structured diagnostic of what leadership can and cannot currently see, delivered as a written recommendation document. Three to five findings quantified in dollars, the highest-value correction available in the next ninety days, and a proposed mandate with named deliverables.

Strategic CFO

Our ongoing engagement. Planning, forecasting, reporting and the strategic analysis that comes out of them, held together as one continuous capability on a fixed cadence. You work from one set of numbers, with the analysis already done before the decision reaches the table.

Finance360

Complete ownership of the finance function. Everything in Strategic CFO, plus the controllership, close and reporting layer beneath it, delivered alongside our partner CPA team. For companies that want the function to run without an internal hire.

Idea to Launch Partner

We stay through execution. From validated concept to operating business: the model, the plan, the capital and the first ninety days of running it, with the same team throughout.

Why Us

Capidel Consulting helps raise businesses from the ground up; and keeps them standing once the ground starts moving. We provide informed financial strategy, built on FP&A that reads the ground before it shifts.

Planning
Analysis
Reporting
Strategy

What Our Clients are Saying

Our clients' trust drives everything we do. From clear communication to dependable support, their feedback shows the impact and quality of our work.

""Capidel's team is very knowledgeable in their field and was super helpful in creating my business plan. Support w..." Read more

""Capidel's SBA Business Plan service was fairly priced and their communication and service were above standard. I couldn't have asked for a better experience. What I appreciated most was their ..." Read more

""We regularly rely on Capidel to prepare business plans for our clients applying for Canadian bank loans. The quality of their work is consistently exceptional, with comprehensive research, cle..." Read more

""Capidel's team provided exceptional service in transforming my business plan draft into a comprehensive E2 visa business plan. Their expertise shone through; the team delivered insightful feed..." Read more

""Capidel's team is very knowledgeable about current trends in the start-up and enterprise scene. They gave great insights into our project and gave us constructive feedback that we can act on a..." Read more

""Working with Capidel on our business plan for the Canadian Startup Visa Program was the best decision we made. Their team delivered exactly what we needed. Their at..." Read more

""Capidel's team delivered a high-quality business plan and financial statements that were both comprehensive and clear. Their communication was" Read more

servicePic1

Business Plans Samples

View Sample Work
servicePic1

Pitch Deck Samples

View Sample Work
servicePic1

Investor Material Samples

View Sample Work

Investor/Business Blogs

The Prediction Problem: Why Strategy is a Bet on the Future
The Strategy Gap: Why Most Companies Talk a Good Game and Lose Anyway
The Dilution Trap: Why Small Rounds Often Outperform Big Ones
When NOT to Raise Capital: A Founder’s Decision Framework
The Myth of Competitive Advantage: Why it no Longer Holds
The AI Saturation Effect in Immigration Business Plans (2026): A Transactional Risk Assessment
How Rural Immigration Decisions Are Made in Canada
Canada’s Rural Immigration Strategy (2025–2026): Why the Business Plan Carries Weight
The C11 Work Permit: A Complete Guide for Entrepreneurs
Bootstrap vs Raise Capital for Startups: The 2026 Founder Funding Self-Assessment
Understanding Startup Cost Structures: A Framework for Building Durable Economics
Making Your First 90-Day Execution Plan: A Structured Operating System for Startups
What Are SAFE Notes? A Complete Guide for Startup Founders
Real Estate Finance & REIT Valuation: Step-by-Step Framework for Investors
The Portugal D2 Entrepreneur Visa: An Educational Guide
Why Business Plans Decide D-2 Visa Outcomes
Primary vs Secondary Market Research for Startups: What Founders Gain from Each
Why Most Startups Fail — And 10 Mistakes Founders Make (with Hard-Truth Insights)
Mergers & Acquisitions (M&A) Explained: Process, Valuation, and Integration Strategy
Multi-Unit Financial Modeling: A Complete Guide to Doing it Right
Cash Flow Management Strategies Every CFO Should Implement
How to Use Financial Models in Fundraising Rounds: From Seed to Series A
How Much Money Do You Need to Qualify for an E2 Investor Visa?
How to Prove Substantial Merit and National Importance in Your EB-2 NIW Business Plan
Startup Go-To-Market Strategy: Winning GTM Strategies for Your Tech Startup
Do You Really Need a Business Plan for an EB-2 NIW Petition?
How to Build Immigration Ready Financial Models for EB2 NIW, E2, EB5 and L1A Business Plans
Unit Economics and CAC/LTV: The Metrics Every Startup Financial Model Needs
Top 10 Countries for Startup or Business Immigration in 2025
Valuation Methods for Startups: DCF, Comparables, and the VC Method Explained
The Future of Food Startups: Planning for Ghost Kitchens and Cloud Restaurants
How to Create a Financial Model for an E-Commerce Business
E-2 Visa to Green Card: Options, Challenges, and Pathways
Scenario Planning & Sensitivity Analysis: Building Resilient Startup Financial Models
Canada Startup Visa (SUV) Program: A Complete Guide for 2025
The Ultimate Guide to Financial Modeling for Startups: Building a Financially Sustainable Business
Financial Modeling: Where Startups Make Mistakes and How to Avoid Them
Donald Trump and his $5 Million Gold Card Visa: How Does it Measure Against the EB-5?
Top 10 Myths About the E-2 Treaty Investor Visa
When Does a Canadian Business Need a Fractional CFO?
Mastering the Pitch Deck: Essential Tips for a Winning Presentation
EB-2 NIW USCIS Waiver Guide for 2025
Go-To-Market Strategy For Startups: Winning GTM Strategies
Fractional CFO in Canada: A Complete Guide for Startups and SMEs
EB-2 NIW Business Plans: How Entrepreneurs Can Secure a Visa Through the National Interest Waiver
EB-2 NIW USCIS Waiver Guide for 2025: Understanding the National Interest Waiver Petition
How to Write an Online Thrift Store Business Plan: Part 1
EB-2 NIW vs. Traditional EB-2: Key Differences Explained for 2025
Dhanasar Prongs Made Simple: The 3-Part Test Behind EB-2 NIW Approval
Market Sizing for Business Plans: How to Calculate TAM, SAM, and SOM
How to Choose a Pricing Strategy for Your Startup
How to do a Comprehensive Market Analysis in a Business Plan
How to Write an Executive Summary for Your Business Plan
Using ChatGPT for Your Business Plan—10 Prompts and a Word of Caution
The Canadian ICT Business Plan: Strategic Guidelines for New Office Applications
Writing an Immigration Business Plan: How Far You Can Go on Your Own and When to Bring in a Specialist
Things to Know When Writing Your Own EB2 NIW Business Plan

Let’s Talk About Your Business