Smart Finance for Smarter Technology
Tailored financial planning, valuation guidance, and cash flow solutions for AI startups.
Let’s Optimize Your Runway, Together.
WHAT WE DO
We specialize in helping AI-driven businesses scale responsibly, optimize financial decisions, and plan for the future. From cash flow management to valuation needs, Finergy’s tailored services keep your business prepared for future growth.
We specialize in helping AI-driven businesses scale responsibly, optimize financial decisions, and plan for the future. From cash flow management to valuation needs, Finergy’s tailored services keep your business prepared for future growth.
SERVICES
Our Suite of AI-Focused Financial Solutions
Our Suite of AI-Focused Financial Solutions
PROCESS
The Finergy Framework
PHASE 1
Financial Vision & Gameplan
Understanding your company’s financial vision is the cornerstone of a strong partnership. In this phase, we dive deep into your strategic objectives, current positioning, as well as your organizational and financial goals. By understanding your company’s priorities and key challenges, we will be able to establish a clear, customized roadmap that aligns with your company’s vision and growth trajectory.
PHASE 2
Financial Infrastructure & Optimization
This is where strategy turns into execution. We conduct an in-depth audit of your financial operations, refine key workflows, and implement tailored FP&A models to enhance forecasting, cash flow management, and overall financial efficiency for your team.
Our main goal at Finergy is to provide you with clear, data-driven insights that empower you to make confident, strategic decisions for your business’s future. This phase is where we develop the material that allows you to make those decisions by building a scalable financial infrastructure that drives sustainable growth and long-term success.
PHASE 3
Ongoing Strategic Finance & Advisory
Financial planning and analysis isn’t a one-time event—it’s a dynamic process that evolves with new data, market shifts, and business growth. As your fractional finance team, we will continuously refine your forecasts, update your models, and discuss strategy adjustments to keep your business ahead of the curve. Our deep understanding of AI/SaaS trends allows us to help you navigate uncertainty with confidence and make data-driven decisions that fuel long-term success.
CASE STUDIES
The following case studies are representative scenarios based on our expertise and experience. They are intended for illustrative purposes only.
CloudMind AI
CloudMind AI set out to democratize machine learning through their MLaaS platform, MindScale. However, their rapid growth led to escalating costs that threatened their cash runway. We partnered with them to optimize cloud expenses, introduce higher-tier subscription plans, and reallocate marketing budgets, creating a more sustainable path for growth.
Services
Cash Flow Management, FP&A
Market & Industry
USA MLaaS
Timescale
7 Months
CloudMind AI
CloudMind AI set out to democratize machine learning through their MLaaS platform, MindScale. However, their rapid growth led to escalating costs that threatened their cash runway. We partnered with them to optimize cloud expenses, introduce higher-tier subscription plans, and reallocate marketing budgets, creating a more sustainable path for growth.
Services
Cash Flow Management, FP&A
Market & Industry
USA MLaaS
Timescale
7 Months
Visionary Neural Labs (VNL)
Visionary Neural Labs focuses on advancing AI research in generative models and reinforcement learning. Their reliance on quarterly funding without any other income streams created challenges with cash flow flexibility and sustainability. We helped them prioritize key expenses, secure grant funding, and establish early licensing opportunities to stabilize their financial position compared to their previous.
Services
FP&A, Custom Projects
Market & Industry
USA AI Research
Timescale
6 Months
Visionary Neural Labs (VNL)
Visionary Neural Labs focuses on advancing AI research in generative models and reinforcement learning. Their reliance on quarterly funding without any other income streams created challenges with cash flow flexibility and sustainability. We helped them prioritize key expenses, secure grant funding, and establish early licensing opportunities to stabilize their financial position compared to their previous.
Services
FP&A, Custom Projects
Market & Industry
USA AI Research
Timescale
6 Months
CloudMind AI
CloudMind AI set out to democratize machine learning through their MLaaS platform, MindScale. However, their rapid growth led to escalating costs that threatened their cash runway. We partnered with them to optimize cloud expenses, introduce higher-tier subscription plans, and reallocate marketing budgets, creating a more sustainable path for growth.
Services
FP&A, Custom Projects
Market & Industry
USA AI Research
Timescale
6 Months
Visionary Neural Labs (VNL)
Visionary Neural Labs focuses on advancing AI research in generative models and reinforcement learning. Their reliance on quarterly funding without any other income streams created challenges with cash flow flexibility and sustainability. We helped them prioritize key expenses, secure grant funding, and establish early licensing opportunities to stabilize their financial position compared to their previous.
Services
FP&A, Custom Projects
Market & Industry
USA AI Research
Timescale
6 Months
Visionary Neural Labs (VNL)
Visionary Neural Labs focuses on advancing AI research in generative models and reinforcement learning. Their reliance on quarterly funding without any other income streams created challenges with cash flow flexibility and sustainability. We helped them prioritize key expenses, secure grant funding, and establish early licensing opportunities to stabilize their financial position compared to their previous.
Services
FP&A, Custom Projects
Market & Industry
USA AI Research
Timescale
6 Months
Nova AI Solutions
Nova AI Solutions specializes in predictive analytics for supply chains. The company faced challenges with underpriced services and cloud inefficiencies. Finergy implemented tiered pricing, optimized resource allocation, and developed a sales strategy to diversify their client base, driving significant revenue growth.
Services
Revenue Optimization, FP&A
Market & Industry
Canada, Saas
Timescale
8 Months
Nova AI Solutions
Nova AI Solutions specializes in predictive analytics for supply chains. The company faced challenges with underpriced services and cloud inefficiencies. Finergy implemented tiered pricing, optimized resource allocation, and developed a sales strategy to diversify their client base, driving significant revenue growth.
Services
Revenue Optimization, FP&A
Market & Industry
Canada, Saas
Timescale
8 Months
Nova AI Solutions
Nova AI Solutions specializes in predictive analytics for supply chains. The company faced challenges with underpriced services and cloud inefficiencies. Finergy implemented tiered pricing, optimized resource allocation, and developed a sales strategy to diversify their client base, driving significant revenue growth.
Services
Revenue Optimization, FP&A
Market & Industry
Canada, Saas
Timescale
8 Months
Luminary Analytics
Luminary Analytics provides real-time analytics for healthcare providers but faced challenges securing the capital needed to scale effectively. With delayed client payments and limited financial planning, they struggled to attract investors and maintain a healthy runway. We stepped in to refine their financial models, prepare valuation materials, and develop a compelling capital-raising strategy. These efforts positioned them for successful investor pitches and created a strong foundation for future growth.
Services
Valuation & Funding, FP&A
Market & Industry
USA Healthcare Analytics
Timescale
12 Months
Luminary Analytics
Luminary Analytics provides real-time analytics for healthcare providers but faced challenges securing the capital needed to scale effectively. With delayed client payments and limited financial planning, they struggled to attract investors and maintain a healthy runway. We stepped in to refine their financial models, prepare valuation materials, and develop a compelling capital-raising strategy. These efforts positioned them for successful investor pitches and created a strong foundation for future growth.
Services
Valuation & Funding, FP&A
Market & Industry
USA Healthcare Analytics
Timescale
12 Months
Luminary Analytics
Luminary Analytics provides real-time analytics for healthcare providers but faced challenges securing the capital needed to scale effectively. With delayed client payments and limited financial planning, they struggled to attract investors and maintain a healthy runway. We stepped in to refine their financial models, prepare valuation materials, and develop a compelling capital-raising strategy. These efforts positioned them for successful investor pitches and created a strong foundation for future growth.
Services
Valuation & Funding, FP&A
Market & Industry
USA Healthcare Analytics
Timescale
12 Months
CORE VALUES
Finergy's Core Values
Finergy's Core Values
Stop Guessing. Start Growing.
Stop Guessing. Start Growing.
Book a call with our founder to discuss your next strategic move.
Book a call with our founder to discuss your next strategic move.
