Welcome to IAB Financial Strategy

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Many Founders and Growing Businesses need Financial Support that’s flexible and project based.

Whether your business is preparing for funding, evaluating a new opportunity, building its first financial forecast, or improving how performance is communicated, IAB Financial Strategy provides the analytical structure and strategic perspective needed to move forward with greater confidence.

  • Financial Models • Investor Pitch Decks • Funding-Ready Plans

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Strategic Experience Behind Every Engagement

Through IAB Financial Strategy, Ivy brings the analytical discipline, structured financial planning, and executive-level reporting practices used by established organizations to entrepreneurs, startups, and growing businesses.

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How I Can Support Your Business

  • Financial Models & Forecasts — Budgets, cash flow, and scenario planning

  • Investor Pitch Decks — Clear financials for funding conversations

  • Funding-Ready Plans — Business plans and projections for lenders or investors

Ready to Strengthen Your Financial Strategy?

Book Consultation
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Financial Foundation

  • Clarify how pricing, hiring, customer growth, expenses, and funding decisions affect cash flow, profitability, and capital needs.

    • Determine capital needs

    • Estimate cash runway and break-even timing

    • Test pricing and hiring assumptions

    • Compare growth scenarios

    • Prepare for investor or lender discussions

    • Startups preparing to raise capital

    • Growing businesses developing a strategic plan

    • Companies needing better visibility into future financial performance.

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  • Investors need to understand how the business creates value, why the opportunity is credible, and how their capital will support growth.

    • Present to investors or lenders

    • Explain the revenue model

    • Demonstrate the market opportunity

    • Connect projections to strategy

    • Communicate the funding request and use of funds.

    • Founders preparing for pre-seed, seed, or early-stage fundraising

    • Businesses seeking loans, grants, or strategic investment.

Investor-Ready Pitch Deck

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  • Owners need an objective financial perspective before entering a sale, acquisition, partnership, succession, or ownership-transition discussion.

    • Valuation to prepare for a sale

    • Evaluate an acquisition

    • Establish a negotiation range

    • Identify financial risks and value drivers

    • Compare transaction scenarios

    • Support succession planning.

    • Owners considering a sale

    • Buyers evaluating an acquisition

    • Leadership teams exploring strategic opportunities

    • Companies planning an ownership transition.

Ownership Transition & Acquisition

See Financial Strategy in Action

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Explore sample financial models, investor pitch decks, and business plans that show how IAB turns complex information into clear, actionable insights

View Sample Portfolio

Need Financial Clarity Without a Full-Time Finance Hire?

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