Win Investor Trust & Funding with a Clear Financial Model
Get funded faster with expert-built financial models that tell your story, back your strategy, and get investors to say yes, in just 10 days.
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Secured $200m + in funding Trusted by 25+ fast-growing startups
Become Investor-Ready in 10 Days
Raising funding can feel overwhelming, especially when you’re not sure how to present your numbers. That’s where we come in.
At Wisefi, we build custom financial models that help you clearly show how your business makes money, how it grows, and why it’s worth investing in. In just 10 business days, you’ll have a clean, easy-to-understand model and a pitch deck that’s ready to impress investors.
Whether you’re raising your first round or ready to bring your dream to life, we’ll help you turn it into a model that sets your vision up for long-term success.
Everything You Need to Raise Capital With Confidence
Raising capital takes more than just a great idea, it takes the right tools, messaging, and numbers to match. Wisefi gives you everything in one place: the model, the deck, the insights, and the expert support to bring it all together.
Investor coaching and pitch prep
Built from scratch to fit your business, with clean visuals and insights that make your numbers easy to understand, and easy to trust.
Flexible, easy-to-update models
Designed to evolve with your business, so you’re always ready with fresh numbers and fast answers.
AI-enhanced insights
Smarter forecasting powered by automation—spot trends, adjust faster, and make better decisions.
A polished pitch deck that tells your story
Beautifully branded slides combined with a clear, compelling financial narrative—designed to help you stand out and win funding.
On-demand access to your finance expert
Your dedicated modeling partner is always just a Slack message away—no long wait times, no confusion.
Deep industry expertise
We know what investors look for in SaaS, manufacturing, and product-driven startups—and we build with that in mind.
Investor coaching and pitch prep
From pitch flow to tough Q&A, we’ll help you show up with clarity, confidence, and a solid game plan.
Simple, Fast, and Built Around You
Start with a quick discovery call
We’ll guide you through what we need. Whether you have a detailed plan or are still figuring it out, we’ll meet you where you are.
Share your business plan or just fill out our quick form
We’ll guide you through what we need. Whether you have a detailed plan or are still figuring it out, we’ll meet you where you are.
We build your custom model, compelling pitch deck, and review it together
You’ll get a chance to walk through everything with us, ask questions, and feel fully confident in the numbers and the story.
You’re ready to pitch
With a clean model, a sharp deck, and a clear strategy, you’ll be set to walk into investor meetings with confidence, and walk out with traction.
Real growth stories from teams like yours
David’s financial expertise and genuine belief in our vision have made him an invaluable, committed partner as our fractional CFO.
Moe Bajbaa
Founder of Proud Angeles
We helped Proud Angeles improve cost forecasts by 25%, cut month-end close time in half, and extend runway by four months through a custom three-statement model, automated reporting, and polished partnership decks.
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
We helped Switchyard Brewing Company refine cost forecasting, streamline monthly reporting, and uncover hidden savings by deploying a brewery-specific forecasting tool and intuitive dashboards.
David added immediate value, quickly grasped the industry, and collaborated seamlessly. His Excel expertise and responsiveness have made him a go-to resource across multiple projects.
Tim Tichenor
CFO of Mainstream Fiber Networks
We helped Mainstream Fiber Networks streamline budgeting and forecasting for their fiber network projects by building a custom Excel model tailored to their services and iterating rapidly on team feedback.
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
Founder of Cast Capital
We helped Cast Capital Funding improve its financial planning by implementing a tailored forecasting model and automating cash-flow analysis.
Working with David and his team was a great experience fractional CFO advice, financial modeling, and timely reports were invaluable for my startup.
Denise Fesdjian
Founder at Seeds & Shell
We helped a lean team scale their finances without adding headcount. From forecasting to cash flow tracking, we set up a lightweight financial system that matched their pace.
David at WiseFi was the perfect fit fair pricing, highly responsive, and genuinely supportive. I’d highly recommend him for financial modeling or pitch deck support.
David Pearl
Founder at Catch a Captain
We equipped Catch A Captain with a stellar business plan and financial model to position them for future funding.
David has been instrumental from our inception to success—handling everything from financial planning to advanced modeling with flexibility and efficiency. He’s positive, friendly, and highly recommended.
Matt Oden
Execify
We helped Execify grow from inception to a successful global software business by providing end-to-end financial support—including financial planning, book closing, system configuration, workflow setup, and advanced financial modeling.
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
We integrated Kabert Industries’ trip platform with Google Sheets to auto-generate charter and signature sheets, eliminating manual data entry and saving the team 16+ hours a week to focus on higher-value work.
David exceeded expectations with a detailed, professional financial model delivered early. His responsiveness and quality make him highly recommended.
Tamika Gaten
Founder of GlamRUs
We helped GlamRUs secure $1M in funding by streamlining forecasting, accelerating reporting, and optimizing cash flow with a custom three-statement model delivered ahead of schedule
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
We helped Vitalume enhance financial visibility, streamline budget planning, and optimize cash flow by crafting a bespoke financial framework and interactive dashboards.
The best, smartest, most insightful financial modeler I have ever worked with. Highly recommend.
Joe Culotta
CEO of Inside Sales Staff
We helped Inside Sales Staff sharpen revenue forecasts, automate commission reporting, and align hiring plans with growth targets by developing a custom financial model and real-time dashboards.
Wisefi built detailed financial projections and added real value with industry-specific insights. His independence, precision, and positivity made the project seamless.
Yosef Milstein
Schoolset
We built a detailed financial model and designed a five-year projection to support the expansion of an already successful software business. Using this framework, we executed a multimillion-dollar raise.
Wisefi worked swiftly and got us to the finish line before our deadline. Definitely will be using them in the future!
Amber Washington
WeFoods Inc
We developed a comprehensive financial model and created a five-year projection to guide the company’s long-term strategy. Despite being a pre-revenue business, we successfully executed a multimillion-dollar raise, securing the capital needed to drive growth and scale operations.
Your Partner in Finance
From your first sale to your first raise, we meet you where you are. Whether you need clean books, cash flow forecasts, strategic models, or investor-ready reports, we’ll help you move with clarity, confidence, and control.
Book a Free Discovery Call