Financial Tools for Founders

28 years of boardroom experience. Packaged into tools you can use today.

Scorecards, templates, assessments, and courses — built on the financial frameworks that power the world's best-run businesses, adapted for the specific realities of European SMEs.

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Financial Health Scorecard

12 diagnostic questions every SME founder should be able to answer. Most can't. Find out where your business stands — in under 10 minutes, for free.

  • 12 questions across cash, margins, and reporting
  • Instant score with interpretation guide
  • Priority action list based on your answers

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The Full Suite

Seven tools for the financial challenges SMEs face most

Financial Management Assessment

A deeper assessment of your entire financial management function — systems, processes, reporting, and team capability. Identifies the gaps and prioritises the fixes.

  • Full financial function audit
  • Systems and process review
  • Prioritised gap analysis
  • 90-day action roadmap
Coming soon Waitlist open
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Shopify KPI Evaluation

The 9 KPIs every Shopify and DTC brand needs to track — and a structured evaluation of your current performance against each one. Unit economics, gross margin, CAC/LTV, payback period.

  • 9-KPI evaluation framework
  • Benchmarks by business stage
  • Improvement levers per KPI
  • Shopify dashboard setup guide
Coming soon Waitlist open
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Fundraising Readiness Guide

The 12 financial questions every investor will ask — and exactly how to answer them. Plus: the data room checklist, the model structure investors expect, and the 5 most common financial deal-killers.

  • 12 investor Q&A with model answers
  • Data room checklist (47 items)
  • Financial model structure guide
  • Common deal-killer guide
Coming soon Waitlist open
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Courses

Financial Management for Founders

A series of practical management courses for SME founders — built on 28 years of CFO experience, designed for founders with no finance background. Learn to read your numbers, manage your cash, and make financial decisions with confidence.

  • Reading your management accounts
  • Cash flow fundamentals for founders
  • Financial modelling without an MBA
  • Preparing for your first investor conversation
  • Understanding your unit economics
Courses launching Q3 2026 Waitlist open
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Can't find what you need? The best tool is a conversation.

Book a free discovery call and we'll tell you exactly which product or service makes sense for your current financial challenge.

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