Strategic Advisory That
Moves Your Startup Forward

Fractional C-Level advisory, financial modeling, investor reporting, unit economics, and board deck preparation. Built for founders who need C-level guidance without the full-time cost. MATAX has supported over $800M in fundraising across 300+ venture-backed startups, from seed through Series B and beyond.

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WHAT WE DELIVER

C-Level Advisory for Every Stage

From pre-seed founders building their first financial model to Series B companies preparing for due diligence, MATAX provides the strategic financial leadership that venture-backed startups need. Every engagement is tailored to your stage, your industry, and the specific decisions in front of you.

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Fractional C-Level Advisory

Strategic financial leadership for startups that need senior-level guidance without the overhead of a full-time hire. We work alongside your team as a dedicated fractional Advisor, providing the financial insight and decision support that drives growth and keeps your company on solid footing.

  • ✓ Strategic financial leadership & planning
  • ✓ Cash flow management & optimization
  • ✓ Board meeting preparation & support
  • ✓ Growth strategy & capital allocation
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Financial Modeling & Forecasting

Investor-grade financial models built from your actual data. We create detailed projections, scenario analyses, and unit economics breakdowns that help you understand your runway, plan your burn rate, and present a credible growth story to investors and board members.

  • ✓ Revenue projections & growth modeling
  • ✓ Burn rate analysis & runway planning
  • ✓ Scenario modeling & sensitivity analysis
  • ✓ Unit economics & LTV/CAC analysis
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Investor Relations & Reporting

Professional, investor-ready financial reports and board decks that give stakeholders the clarity and confidence they need. We handle everything from monthly investor updates to full due diligence packages for fundraising rounds, drawing on 20+ years of experience with what VCs expect to see.

  • ✓ Investor-ready financial reports
  • ✓ Board decks & presentation materials
  • ✓ Due diligence preparation & support
  • ✓ KPI dashboards & cap table guidance
WHY FRACTIONAL

The Smarter Path to C-Level Insight

Most seed-to-Series B startups need C-Level financial leadership but cannot justify the cost of a full-time hire. A fractional C-Level executive gives you the strategic depth of an experienced finance executive at a fraction of the cost, scaling up or down as your needs evolve.

With MATAX, you get more than a consultant who drops in occasionally. You get a dedicated advisory partner who understands your business deeply, knows the fundraising landscape, and has guided 300+ startups through the financial milestones that matter most. From cash flow forecasting and burn rate optimization to Series A preparation and board-level reporting, our fractional C-Level services are purpose-built for the speed and complexity of venture-backed companies.

  • ✓ Startup-specific expertise across SaaS, eCommerce, FinTech, and more
  • ✓ Cost-effective compared to a full-time C-Level hire
  • ✓ Scales with your stage, from pre-seed to Series B
  • ✓ 300+ startups advised with $800M+ in fundraising supported
  • ✓ Deep relationships with VCs, angels, and institutional investors

Advisory Impact

FUNDRAISING
SUPPORTED
$800M+
STARTUPS ADVISED
300+
YEARS OF EXPERTISE
20+
MONTHLY CLOSE
10th
TRACK RECORD

Advisory Results That Speak for Themselves

After 20+ years of startup advisory, our track record reflects the depth and consistency of our fractional C-Level services. From runway analysis and cash flow forecasting to investor reporting and board deck preparation, MATAX delivers financial leadership that founders trust.

0+

Years of startup advisory expertise

$0M+

Client fundraising supported

0+

Startups advised and counting

0th

Monthly close by the 10th

QUESTIONS

Advisory FAQs

Most startups benefit from fractional C-Level advisory once they have raised (or plan to raise) outside capital, are managing a growing team, or need to make strategic financial decisions about burn rate, runway, and growth. If you find yourself guessing at financial projections, struggling to prepare investor updates, or unsure how to model your unit economics, it is time to bring in a fractional C-Level executive. MATAX works with companies from pre-seed through Series B, so there is no "too early" if the need is real.
Bookkeeping focuses on recording and organizing financial transactions: bank reconciliation, expense categorization, accounts payable and receivable, and monthly close. C-Level advisory operates at a higher level, using that financial data to drive strategic decisions. A fractional C-Level executive provides financial modeling, cash flow forecasting, runway analysis, investor reporting, board deck preparation, and capital allocation guidance. Think of bookkeeping as the foundation and C-Level advisory as the strategic layer built on top of it. MATAX offers both, and they work best together.
Our fundraising advisory covers every stage of the process. We build investor-grade financial models with revenue projections, unit economics, and scenario analysis. We prepare polished board decks and investor presentations that highlight the metrics VCs care about most. During due diligence, we organize your financial records, answer investor questions, and provide the supporting documentation that accelerates the closing process. Over 20+ years, we have supported over $800M in client fundraising across seed, Series A, and Series B rounds.
Absolutely. Many of our advisory clients already have an accountant or bookkeeper handling day-to-day transactions. MATAX slots in as the strategic advisory layer, providing the fractional C-Level guidance, financial modeling, investor reporting, and board-level analysis that most bookkeepers are not equipped to deliver. We collaborate directly with your existing accounting team, using their data as the foundation for our advisory work. This approach gives you the full spectrum of financial support without duplicating effort.

Ready for C-Level Guidance?

Book a discovery call. We will assess your current financial operations and show you exactly how MATAX fractional C-Level advisory can strengthen your startup's financial strategy, backed by 20+ years of experience and $800M+ in fundraising supported.

Book Your Discovery Call →

No commitment · 30-minute call · Free advisory assessment included

Advisory Innovator of the Year 20+ Years Experience
INTRODUCING MEMO™

The MATAX Ecosystem Model

Transform your operations from reactive to proactive. Instead of treating accounting, operations, and strategy as separate functions, MEMo maps the interconnected relationships throughout your entire business ecosystem.

Your Business is a
Living Organism

When one system is out of sync, it affects everything else. MEMo helps you see and optimize these connections, creating unprecedented efficiency and sustainable growth.

Traditional approaches focus on fixing individual problems. MEMo recognizes that your business success depends on how well all your systems, workflows, and strategies work together.

Systems
Workflows
Strategy
MEMo™
💻

Systems

The technology foundation that securely captures and processes your data.

⚡

Workflows

The automated processes that move value through your organization smoothly.

🎯

Strategy

The deep insights and C-Level decisions that drive your sustainable growth.

The Measurable Impact

65%
Reduction in manual processes
90%
Improvement in forecast accuracy
60%
Faster strategic decision-making
70%
Increase in initiative success

Beyond the Numbers

  • Leadership EvolutionShift from reactive problem-solving to proactive optimization.
  • Team ProductivityReduced administrative burden, increased focus on strategic work.
  • Investment ReadinessFinancial systems that meet strict investor due diligence standards.
  • Scalability FoundationSystems designed to support 3-5x growth without major redesign.

Ready to Transform Your Business Ecosystem?

MEMo isn't just another business framework—it's your roadmap to operational excellence and sustainable growth. By understanding and optimizing the connections within your business, you'll achieve the kind of efficiency that distinguishes market leaders.

Schedule Your MEMo Discovery Session →

 “The MATAX team can always be counted on to be one step ahead, and quite often anticipate our needs and are quite supportive beyond just ensuring our financials are in order. I'm thankful they're a part of our team.”

— Mayur Shah | CFO - Lifelenz

We Handle the Following So You Don’t Have to:

OPERATIONS

Moving to the Cloud

Payroll Setup with Gusto

Bookkeeping Training

Workflow Automation & Mgmt

Document Management

Sales/Proposal Management

Inventory Management

FINANCE

Ongoing Bookkeeping and Accounting

Cash Flow Monitoring & Forecasting

Expense Management

Budgeting/Planning

Accounting Review & Cleanup

Back Book Reconstruction

Audit Support

TECHNOLOGY

Integration

Recommendations

E-commerce storefront

Implementation

Training

Monitoring

Support

Support