How we do it
Research sharpens the strategy. FP&A grounds the finance. Neither side is commissioned separately, which is why the analysis is already done by the time a decision reaches you.
Strategy
Where the business should place its capital, its capacity and its attention next.
Finance
The forecast, the cash plan and the reporting leadership actually decides from.
Research
Market, competitor and customer evidence, so the strategy is not built on assumption.
FP&A
Budgeting, variance and profitability analysis underneath every number we present.
Every engagement is staffed on both sides. A CFO owns the numbers and a CSO owns the strategy, and they work the same file rather than reporting into each other. The ledger runs as its own stream: your accounting team keeps the books, or our CPA partner takes them over. How far the structure extends below the two leads depends on the mandate.
INSIGHT Assessment
CFO and CSO only. The diagnostic is led, not delegated.
Capidel FORESIGHT
Adds the Financial Analyst and the Research Analyst to the cycle.
Capidel COMMAND
Adds the Controller, alongside our partner CPA team.
