Strategic financial intelligence for CEOs and boards

We partner with CEOs and boards to deliver institutional-grade financial clarity, forecasting and decision support.

Request a Strategic Finance Diagnostic See how we work

Engagements

Where most clients start

Strategic Finance Diagnostic

30 days

A board-ready report on performance, forecasting, liquidity risk and financial maturity, with a 90-day roadmap.

Ongoing Strategic Advisory

Retained partnership

A standing finance partner at leadership level: monthly reporting, scenario analysis and executive support.

Strategic Projects

Defined scope

Forecasting models, capital-event preparation, due diligence support and finance transformation, each with a defined deliverable.

Financial reporting is abundant. Financial clarity is scarce.

Most companies produce numbers. Very few produce insight a board can act on.

Forecasts miss and no one can say which assumption broke. Board packs take too long and still fail to tell a clear story. Cash visibility is spread across systems and spreadsheets. Strategic decisions are made without a coherent financial narrative.

As complexity grows, finance teams become reactive rather than predictive.

The shortage is financial intelligence. Data is plentiful.

In a 2021 survey of 750 senior finance leaders at companies with $5 billion or more in revenue, half said they consistently miss short-term forecasts or make significant errors. On average they estimated that 43% of their planning and forecasting rests on intuition rather than analytics.

Source: TCS Global Financial Leadership Study, press release of 17 November 2021

A strategic finance partner who works beside leadership.

Trott Intelligence works alongside leadership to change how financial information is produced, read and used.

We combine rigorous financial modelling, institutional reporting standards and executive-level communication, delivered when decisions are made.

Board-ready reporting and MD&A
Driver-based forecasting and scenario modelling
Liquidity visibility and cash planning
KPI architecture and performance tracking
Strategic advisory for high-stakes decisions

All capabilities

Eight dimensions of financial maturity, each scored against evidence.

The Diagnostic rates reporting, forecasting, cash, KPIs, board communication, scenario planning, cost visibility and the strategic role of finance on a scale of one to five. It then sets out nine actions for the next 90 days.

How the Diagnostic works

What changes after an engagement

All results

A Series B SaaS company lifted forecast accuracy from 72% to 94% and rebuilt board confidence.

Series B SaaS company, $18M ARR

A private-equity-backed consumer brand cut its monthly close from 15 days to 5 and met sponsor reporting standards.

Private-equity-backed consumer brand, $60M revenue

We work with companies at $5M to $100M in revenue.

Stage: Series A to C, private-equity-backed, or scaling without outside capital.
Typical trigger: A new board member, an upcoming raise, a missed forecast or growing pains in finance.
Sectors: SaaS, consumer brands, professional services and healthcare technology.
Who you work with: Our founder, personally, on every engagement. There are no junior staff and no handoffs.

Clarity on performance, risk and financial direction in 30 days.

Tell us a little about your organisation and what you need. We reply to arrange an initial conversation.

A 30-minute introductory call
A tailored proposal within 48 hours
Kick-off within one week of a signed agreement

Or write to contact@trottintelligence.com

We work in English and French.