Surge-Advisory
Finance Partnership for Founders & Corporate Leaders
Scale your finance function at a 90% discount.

Surge-Advisory helps founders and corporate leaders gain real financial visibility, stronger cash discipline, and the strategic finance support needed to scale, at 90% less cost.

The pain points
We know what's keeping you up at 3:00 AM.
As a founder or corporate leader scaling a business, chances are you're living with at least one of these.

You don't truly know your numbers in real-time. By the time you get your monthly close, the data is too old to drive the pivot you need to make today.

You're mentally calculating burn every night because your cash flow isn't being tracked with precision. You're operating on hope instead of a forecast.

When investors ask for your KPIs, you can't give them a straight answer. It's making your communication look inconsistent and your leadership look reactive.

You sometimes handle the books when you shouldn't. Every hour you spend on finance is an hour you aren't scaling.

Why this matters
These pain points don't just hurt. They kill businesses.
The data is clear. No financial clarity means no runway.
70%
of VC-backed startups fail for one simple reason: they ran out of money.
CB Insights, 2026
51%
of small businesses cite uneven cash flow as a core financial challenge.
Federal Reserve Small Business Credit Survey, 2024
Cash flow blindness

Most businesses operate closer to the edge than they realise. Without real-time visibility, the cushion they think they have isn't actually there when disruption hits.

JPMorgan Chase Institute
Outdated insight

Business leaders who make decisions on outdated data consistently report that delayed insight has directly cost their companies money, in missed opportunities, bad bets, and slow pivots.

IBM
The founder time drain

Founders routinely lose a significant portion of their working week to financial admin. Every hour on the books is an hour not spent scaling.

Starling Bank, "Make Business Simple" Report
What we offer
All the financial clarity you need. At a fraction of the cost.

Your monthly retainer is built around your specific pain points, not a generic service menu.

Outcome for you
How we deliver it
→
Eliminate runway anxiety
→ Real-time cash visibility Revenue, liquidity, and cash flow tracked as fast as you move.
→
Gain decision-ready data every month
→ Monthly management accounts Clean P&L, balance sheet, and cash flow, every month.
→
Get rid of investor doubt
→ Live KPI dashboards & board-ready reporting Structured, credible financials, impossible to poke holes in.
→
De-risk hiring, spend, and scaling
→ Financial modelling & forecasting Multi-scenario models, budgets, and growth forecasts.
→
Eliminate financial blind spots
→ Risk monitoring systems Catches payroll gaps, vendor leakage, and compliance risks early.
Our Guarantee

In 1 month, you will have full financial visibility into your cash flow and burn rate.

How it works
How the service model keeps costs low

Tailored Monthly Retainers: We build your engagement around your specific business stage and pain points.

No Generic Packages: You only pay for the services that move the needle for you.

Dynamic Project Support: We bill complex, one-off projects hourly, ensuring you only pay for deep expertise when it's actually required.

When complex financial work is needed.
We handle the heavy lifting at a manageable hourly rate, covering services like
1

Fundraising readiness & investor deck financial preparation

2

Financial due diligence support (investor or acquirer-facing)

3

Three-way integrated financial model build (P&L, cash flow, balance sheet)

4

Cap table modelling & equity structure analysis

5

Scenario planning & financial stress testing (bear / base / bull)

and 50+ other services

Next steps
Ready to bring Surge into your business? Here's how.
1

Free Discovery Call

We map your top 3 pain points, your business stage (Pre-Seed to Series D+), and assess if we can work with you.

2

Billed Engagement Call

We do a deep dive, set expectations and timelines. An engagement letter is then sent, followed by a bill.

💡 Billed at $150/hr
3

Onboarding

Within two weeks of the engagement letter being signed, we are fully embedded and operational in your business.

💡 First month retainer is free (Limited offer)
4

Project-Based Support When Complexity Arises

Fundraising coming up? Need a board pack? Scaling headcount fast? We step in on a project basis. Fixed costs stay low and you only pay for complexity when it arises.

FAQs
Questions founders and corporate leaders ask us
Don't see yours? Bring it to the discovery call. We'll answer it directly.
What stage of startup is Surge for?+
We work with founder-led startups at every stage. Pre-Seed all the way through Series D and beyond. The services and pain points we prioritise differ by stage. Earlier-stage companies focus on burn control, cash visibility, and investor readiness. Later-stage companies lean into cost centre accountability, financial systems, and governance. We cater to all startups.
Why not just hire a part-time bookkeeper or accountant?+
A bookkeeper records what happened. Surge tells you what it means and what to do about it. We operate at finance leadership level: strategy, investor readiness, forecasting, unit economics, risk management. A bookkeeper cannot prepare your board pack, model your runway scenarios, or prepare you for a fundraise. That's what we do.
What if I already have a finance team?+
We work alongside existing teams. If your business has in-house finance support that isn't delivering the clarity you need, we step in to close the gap, bringing the senior finance leadership, systems, and rigour your team needs to perform. Where useful, we also train your team so they can carry the work forward once the right processes are embedded. Your team stays. We make them stronger.
How is Surge different from a full finance team?+
A full finance team provides every service, whether you need it at your stage or not, and it's paid full time no matter the outcome. Surge strips out everything that isn't directly targeting your pain points and builds the engagement around what actually matters for you right now. Better strategic impact, at a fraction of the cost.
Can I choose which pain points to prioritise?+
Yes. That's the whole model. Instead of a pre-packaged finance team service, you tell us what's keeping you up at night and we build the engagement around those priorities. Burn management and investor reporting? We focus on that. Scalable systems and cost centre accountability? We build around that. The pain points drive the service.
What does "base service" vs "project-based" mean in practice?+
Your monthly retainer covers the core base services: financial planning, accounting, cash management, risk, and reporting targeted to your specific pain points. Project-based engagements are add-ons for complex, one-off needs: fundraising readiness, due diligence prep, cap table modelling, integrated financial model builds, and scenario stress testing. You only pay for these when you need them.
What will we talk about on the discovery call?+
Everything that's limiting you as a founder or corporate leader. What keeps you up at night financially. What decisions you're making without proper data. What's holding you back from focusing on growth. Whether it's financial, risk-related, or control-related, we talk through it and tell you exactly how Surge would address it.
Is there a minimum contract length?+
We work on flexible 6-month engagement terms with no long-term lock-in. You can cancel anytime with 30 days' notice. That said, most founders stay because once they have real financial visibility and a finance partner in their corner, they don't want to go back to running blind.
How quickly can we get started?+
Fast. After the engagement letter is signed we onboard within two weeks. We do a deep dive, set expectations and timelines. You'll have clarity on your finances and a working plan from day one.
Book your call
Start scaling your finance function, book a call with us.
Book a 30-minute call with us. Talk through the pain points keeping you up at night, what's limiting you as a founder or corporate leader, and we will discuss how Surge can close the gap.
✓ We cater to all startups and corporate teams. Pre-Seed, Seed, Series A, B, C, D and beyond
✓ Base services built around your specific pain points, not a generic service menu
✓ Project-based engagements for complex needs, only when you actually need them
✓ Up to 90% less cost