Be Wise, Pitch, Scale

Startup Financial Model Services, Fundraising, Bookkeeping, Forecasting

We specialize in tailored financial strategies that fuel innovation and growth. From custom financial models to investor-ready forecasting, we empower ambitious businesses to achieve their boldest visions.

Fortune 150 Expertise

Our team brings world-class financial expertise shaped by years in Global Corporate Finance. We’re applying that knowledge to help innovative, fast-moving businesses scale, secure funding, and thrive confidently.

Fast-Track Your Growth

We cut through the noise of financial complexity with clear, actionable insights. Our straightforward solutions empower you to understand your numbers, make bold decisions, and move your business forward.

The Wisefi Edge

Our Conviction – Every startup and innovative business should have access to trusted financial expertise to catalyze its growth.

At Wisefi, we’re redefining financial consulting with an approach built for forward-thinkers. Gain access to next-level financial expertise tailored to drive growth, position your business wisely to investors, and secure funding.

Our team includes seasoned finance experts from the nation’s largest companies channeling their experience to help our clients scale faster and smarter. We ditch the jargon and deliver the insights you need to make confident, data-driven decisions.

Explore our services, including fundraising & financial modeling, month-end close & forecasting, bookkeeping, and plug ‘n play financial templates.

Get started with us today and claim what your business is worth!

Services

Your gateway to insights and tools that fuel investor confidence and drive growth. Explore our key offerings designed to help your business secure resources, scale effectively, and thrive. Use them as you need—monthly, quarterly, or annually.

Fundraising & Financial Modeling

Custom financial models, investor dashboards, and dynamic insights to secure the funding your business needs to thrive.

Month-End Close & Forecasting

Detailed performance reporting and precise forecasting to keep your business on track and ahead of the curve.

Plug 'N Play

Practical, customizable financial models designed to simplify decision-making and drive growth-available for instant download.

Bookkeeping

Accurate, up-to-date financial records to keep your business running smoothly and investor-ready.

Trusted by Startups and Innovators

Second time using David for some tasks that I just did not have any time to complete myself - HIGHLY recommend and I will be using him again in the future.

- Kurtis Cummings, Owner of Switchyard Brewing

Custom Financial Modeling Client

Switchyard logo

David was an excellent resource. He is very knowledgeable and is a rare find. Was able to work through this project and met all deadlines. I plan on using him much more in the future.

- Vadim Leybel, Owner of Cast Capital Funding

Custom Financial Modeling Client

"David provided immediate value to this project. He learned the industry rapidly and collaborated with the team effectively. He is incredibly knowledgeable in excel and was very responsive to requests and iterations on the model. We have leveraged his talent on other projects and will continue to utilize his services. I would highly recommend working with David."

- Tim Tichenor, CFO of Mainstream Fiber Networks

Custom Financial Modeling Client

"David is a true professional, exceeded all my expectations and brought more value than I was even asking for. I will use him for all of my future needs!"

- Robert Beck, COO at Kabert Industries

Custom Financial Modeling Client

"David provided exceptional financial analysis and strategic insight for my e-commerce business. His thorough approach and attention to detail were invaluable. Highly recommend!"

- Adiam Eyasu, CEO of Vitalume

Custom Financial Modeling Client

"The best, smartest, most insightful financial modeler I have ever worked with. Highly recommend."

- Joe Culotta, CEO of Inside Sales Staff

Custom Financial Modeling Client

Our Process

We make achieving financial clarity simple with our streamlined 3-step process. You bring the vision, and we’ll manage the rest.

Connect With Us

Your journey starts here. Schedule a consultation at your convenience, and one of our experts will connect with you. It’s the first step toward securing the resources and insights your business needs to grow and thrive.

Share Your Goals

We take the time to understand your business, vision, and financial needs. By asking the right questions, we understand the data and tools needed to power your goals. Our experts will craft a tailored strategy designed to help you achieve your vision with confidence.

We Handle The Rest!

The exciting part begins! Once we’ve crafted a plan, we take care of the heavy lifting. Focus on driving your business forward while we deliver the financial insights and tools you need to dominate the next level.

Our Mission

At Wisefi, we’re on a mission to revolutionize the way businesses approach their finances. By breaking down barriers, we make world-class financial expertise accessible and affordable for startups, innovators, and creators alike.

We bring top-tier talent and proven strategies from the finance world to craft personalized solutions that empower you to grow, scale, and succeed. Our goal is simple: to simplify finance so you can focus on what you do best – building the future. Schedule a consultation today to get started.

The Wisefi Difference – Wisefi Financial Experts are experienced mentors who prioritize your goals with empathy and insight. Your success and growth is ALWAYS our top priority.

Our Values

We uphold the highest ethical standards, building trust through honesty, transparency, and accountability in every interaction.

Client-Centric Excellence

Empathy is our guiding force. You’re not just a client; you’re the focal point of every decision we make. Our heart-led commitment to client-centric excellence goes beyond meeting expectations. You’re not just a part of our financial solutions – you’re the reason for them. Your vision drives our mission.

Trust and Integrity

Trust isn’t just a value to us; it’s the bedrock of who we are. We build trust through ethical practices, transparency, open communication, and unwavering integrity. It’s not just about numbers; it’s about fostering relationships grounded in trust and reliability. You’re not just getting financial services, you’re getting a partner you can trust every step of the way.

Radical Accessibility

We’re demolishing barriers that are typically encountered to receive financial support for startups. We provide financial guidance that’s not just accessible but also free from confusing terms, empowering businesses at all stages. Our mission is to shake up the world of financial support, making sure all startups have the resources they need to succeed.

Clear, Actionable Solutions

We’re cutting through the financial fog. We provide straightforward models to get your startup investor-ready or monthly services to keep operations running smoothly..

We simplify the complicated stuff and get you on the right track to financial success quickly and easily.

Contact us

Ready to take your business to the next level and bring your goals into a reality? Fill out the form to get started, and a Wisefi expert will be in touch soon.

The Wisefi Difference – Wisefi Financial Experts are experienced mentors who prioritize your goals with empathy and insight. Your success and growth is ALWAYS our top priority.