Financials that tie out
A clean historical P&L, balance sheet and cash flow that tie to your books, so the numbers don’t change every time someone asks.
Fractional CFO · $5M–$100M companies
Investor & lender readiness
Walk into diligence with numbers that hold up.
Investors and lenders judge your numbers before they judge your plan. We get your financials, model and data room ready, ideally 60 to 90 days before the first meeting, so diligence confirms your story instead of rewriting it.
Led by Di Mike Wang, CFA®, FMVA®, MBA (USC Marshall), trained at Morgan Stanley and Wells Fargo, with 15 years in finance.
$5M–$100Mrevenue-stage focus
CFA® · FMVA® · MBAsenior judgment on every engagement
Flat monthly feescoped to your needs
dmwfinancepartners.com is an official domain of DMW Advisory, used for email. The firm’s website is dmwadvisory.com.
Official DMW Advisory domainWhat ready means
What investors and lenders check first
A model that survives diligence
A driver-based model with clear assumptions and your key metrics (growth, burn, runway, unit economics), not a hockey stick.
Debt you understand before you sign
Lines of credit, term loans, SBA loans and venture debt compared on real cost and terms. We advise; we don’t take a commission on your loan.
Signs it is time to get ready
- You plan to raise equity or take on debt in the next 6 to 12 months.
- Your numbers change every time someone asks for them.
- Your model is one revenue line and a growth rate.
- A bank or investor asked for a data room you don’t have yet.
How it starts
- Free callA conversation about where the business is today and what it needs next.
- Diagnostic and roadmapWe review your books, systems and processes, then deliver a tailored roadmap within the first 30 days.
- Ongoing supportA flat monthly fee scoped to your needs. Most engagements begin within one to two weeks of the first call.
Questions
When should we start getting ready?
Before you think you need to, ideally 60 to 90 days before you start taking meetings. Cleaning books, building a defensible model and organizing a data room takes time, and doing it under deadline pressure shows.
What financials do investors want to see?
Clean historical P&L, balance sheet and cash flow that tie to your books; a driver-based model with clear assumptions; your key metrics; and a cap table. The emphasis shifts by stage, but credibility matters at every stage.
Do you arrange the financing?
We’re your advisor, not a broker taking a commission off your loan. We help you decide what to raise, prepare the financials lenders want and evaluate the offers you get.
Continue to dmwadvisory.com
Services, pricing, case studies and booking are on the firm’s website.