Institutional rigor.
Built for
builders.
Vadis Advisory was built on a conviction: the financial expertise that shapes decisions at the highest levels of capital markets should be accessible to every ambitious company—not just the ones large enough to afford a full finance team.
Finance experience built at the highest levels—applied where it matters most.
Our team's background spans senior roles at leading financial institutions, where we directed complex strategic finance engagements for growth-stage, pre-IPO, and venture-backed companies across enterprise valuation, capital structure analysis, and board-level financial planning. That work was complemented by direct experience inside the investment process itself—underwriting credit and equity investments, preparing Investment Committee memoranda, and managing multi-million dollar portfolios within institutional fund environments.
At Vadis, we apply that institutional rigor directly to the founders and leadership teams we serve: building investor-readiness frameworks for early-stage companies, developing integrated financial models for companies approaching a capital raise, and serving as diligence partners for investors evaluating opportunities. We bring the same analytical discipline and precision that sophisticated investors expect—on behalf of the companies trying to earn their confidence.
Not a report-and-leave firm.
We embed, not consult.
We don't hand off decks and disappear. We operate as genuine members of your leadership team—present for the hard conversations, accountable for the outcomes, and invested in what happens after our work is done.
We translate complexity into clarity.
The best financial analysis is only valuable when it drives decisions. We specialize in turning complex modeling, scenario analysis, and capital structure work into clear, actionable guidance for founders, CEOs, and boards.
We bring the other side's perspective.
Our team has worked inside the investment process—underwriting deals, evaluating companies, and presenting to investment committees. That experience shapes how we help clients think about positioning, narrative, and diligence readiness.
Full-spectrum
financial partnership.
Financial Operations & Management
We take ownership of your financial function—managing reporting infrastructure, overseeing accounting operations, building KPI frameworks, and ensuring your leadership team has the financial visibility to operate with confidence. For companies that need a functioning finance function, not just a model.
Includes
- — Monthly close oversight & reporting
- — KPI dashboard design & maintenance
- — Board & investor reporting packages
- — Accounting team management & mentoring
- — Financial systems selection & implementation
Strategic Finance
From integrated three-statement models to long-range planning and scenario analysis, we deliver the analytical rigor that supports your most consequential decisions. Our advisors have led 600+ strategic finance engagements across growth-stage companies, institutional investors, and executive leadership teams.
Includes
- — Integrated financial modeling (3-statement)
- — Long-range financial planning
- — Rolling forecasts & budget-vs-actuals
- — Scenario & sensitivity analysis
- — Capital allocation strategy
Fundraising & Capital Strategy
We architect your capital raise from the ground up. From investor-readiness assessments and integrated financial projections to pitch deck financials and diligence support, we help you tell the financial story that sophisticated investors need to say yes—with conviction.
Includes
- — Investor-readiness framework & audit
- — Integrated financial projections & operating models
- — Pitch deck financial build
- — Capital structure analysis & optimization
- — Term sheet review & diligence support
Investor Relations
We build and manage the ongoing financial relationship between your company and its capital partners. From board meeting preparation to quarterly investor updates, we ensure your investors have the clarity and confidence that sustains long-term relationships and eases future raises.
Includes
- — Board meeting preparation & materials
- — Quarterly & annual investor reporting
- — Cap table governance & modeling
- — Investor communication strategy
- — Follow-on raise preparation
Results that speak
for themselves.
Architecting investor-readiness for an early-stage biotech from the ground up.
Delivered integrated financial projections, operating model, and board materials that positioned the company for its first institutional venture raise.
Early-Stage Biotech
Structuring a complex $50M exit scenario for a growth-stage technology company.
Built waterfall analysis and deal structure modeling that optimized shareholder return outcomes ahead of the liquidity event.
Growth-Stage Tech Company
Building institutional-grade investment frameworks for a VC firm's portfolio evaluation.
Standardized underwriting, sensitivity analysis, and screening processes—strengthening capital deployment discipline across the portfolio.
Venture Capital Firm