Steady today. Strategic for what's next.
Your numbers, automated and visualized with AI. Your strategy, led by an experienced CFO in the room who cares whether it works as much as you do.
15 years Fortune 500 · Bain, GSK & Gilead · Harvard + LBS
Real numbers from real engagements.
Cash & runway
Runway extended via headcount planning, contract restructuring, and expense control.
Pricing strategy
Margin lift from profitability-based pricing guidelines.
Capital raised
Seed and Series A rounds closed with built-from-scratch data rooms and ongoing IR.
You're growing fast. The financial side isn't keeping up.
Cash position doesn't feel safe
You raised, but the runway math keeps shifting. You don't know which call to make first.
The raise is coming and the story isn't ready
Investors want a story the numbers actually support.
Pricing made sense 12 months ago
Pricing that made sense at launch is costing you at scale.
Growing fast — the financial side isn't keeping up
Every week brings a decision with more zeros on it, and less time to think it through.
Strategic finance, built around the decisions that actually move the business.
“I don't know how much runway I actually have.”
Cash & Runway Clarity
A bottoms-up forecast, updated by AI, that guides your hiring, pricing, and contracting. You'll never be surprised by cash, and every dollar goes to its best use.
02“My raise isn't going the way I expected.”
Investor-Ready Finance
The metrics, narrative, and valuation perspective investors actually demand. And audit-ready books that make due diligence the shortest part of your raise.
03“I keep making financial decisions without clarity.”
Decisions That Move The Needle
The mandate is simple: decisions that pay for the engagement many times over, in profitability gained and runway extended.
Deep in a few verticals. Fluent across many.
Healthcare
Burn management against regulatory timelines, lengthy sales cycles, and complex reimbursements.
SaaS
Scaling fast enough to win the market without hiring your way out of runway.
Cybersecurity
Enterprise sales cycles that stretch for quarters, in a market with zero tolerance for mistakes.
Agency Services
Unpredictable revenue, constant discounting pressure, and scope creep that turns contracts unprofitable.
Impact you can see at every step.
You judge the thinking before you commit to anything.
Free 30-min strategy call
Tell us where the pressure is. We'll give you our honest read and free strategic advice on your highest-stakes financial question.
90-day impact proposal
You'll see a concrete 90-day roadmap before committing to anything: impact areas, sequencing, and cost.
Embedded, ongoing partnership
We stay in the room: engagements average a year, 20 to 40 hours a month, deep enough to own outcomes.
Built for the founders I wish I'd been able to help sooner.
- Education
- Harvard BA Econ · LBS MBA
- Companies
- Bain · GSK · Gilead
- Leadership
- Divisional CFO · Strategic Finance · IR · M&A
I spent 15 years inside Fortune 500 finance teams, where every decision had an entire team behind it and enough cash buffer for most missteps. For startups, the stakes are much higher. A pricing call, a key hire, or an inventory investment can change the trajectory of the entire company, but founders have to make those calls with far less support than the stakes deserve.
Velaris closes that gap. I embed with your team as a true financial partner: in the room for the pricing call, the hiring plan, the board meeting, the raise. Not a consultant who checks in on occasion, but someone who treats your outcome like my own. I bring Fortune 500 best practice to startup speed.
I am particularly interested in supporting venture-backed female and diverse founders. I take a limited number of clients at a time, by design. When we work together, you have my attention.
Extended advisory team with deep expertise in M&A, Corporate Tax & Cost Accounting.
Jade Clark
Founder & CFO · Founded 2023
Partners through the raise, the pivot, and the exit.
From our first month through our Series A round and eventual acquisition, Jade was a true partner whose support scaled with our needs. She helped me stay close to the numbers without getting lost in them and brought a clear strategic lens to decisions around hiring, pricing, and spend. I was able to spend more time as a founder working on building the business, because I knew that Jade had a handle on our cash position.
Jade took us from pre-revenue through our Series A as a complex, global, multi-entity company. We went from struggling to manage spreadsheets across multiple entities and playing catch up on questions from the board, to having a true and trusted consolidated view of our company's financial position. That foundation was a key turning point in our cash management and helped our acquisition go much more smoothly.
Every month without a strategy is margin left on the table.
An honest read and free strategic advice on your highest-stakes financial question.