Strategic finance without the full‑time hire.
Your operating model, your data room, and someone to run the deal.
Run entirely by Sophie Finke.
I may have already built yours.
Sometimes I build a company's finance model before we've talked, from public filings. If I emailed you a password, open it here.
Don't know the password? Email me.
What it's built from
No login to your systems. Just what's already public.
- Form D filingshow much you raised, and when
- Job poststhe hiring plan, and what it costs
- Team pagesheadcount today
- Your pricing pagerevenue per customer
- Industry fee scheduleswhat you actually get paid
- Every numberlabeled verified, derived, or assumption
The model now. The diligence and the deal when you need them.
The model
Built up from what drives your business and tied to the books. The deck and the board pack come out of it and never disagree with it.
Plus a dashboard version for the people who won't open Excel.
The diligence
I lead it. I run the data room and the request list and take the calls with the other side's consultants. Every answer has an owner and a file behind it.
Your team keeps running the company while it happens.
The raise or the sale
The round sized off the cash plan, and what the terms actually do to the founders.
If you don't have a banker, I'll run the process, down to comments on the merger agreement.
This is for you if
- You're hiring for strategic finance, or know you should be.
- You don't have an operating model, or you have one nobody trusts.
- A raise or a sale is on the horizon, even a distant one.
It's not for you if
- You already have a CFO who builds models.
- You need bookkeeping. Go to Pilot, they're good.
I'm Sophie. Three years on RBC's index trading desk, then Wharton, then Playground. I build software too. That's how a deal tracker ends up with a gossip column.
Who's leading your diligence? If the answer is nobody, email me.