A growing company needs to know where its margin is.
Controllership, financial management and fundraising preparation, for companies that are past the early stage and need structure.
Does this sound familiar?
- I bring in more revenue, but I don't know where my margin is.
- I still decide by gut feel, without a reliable management P&L.
- I need credit, but I don't have numbers that will convince the bank.
- The team has grown and the processes haven't kept up.
First engagement
Where Veltis starts
CFO as a Service and controllership
With CFO as a Service, the company has a fractional CFO, sized to what it needs today. With controllership, it gets a budget, a management P&L (income statement), costs and KPIs to make decisions.
Practice: Management
Fundraising preparation
The dossier, organized the way the financial institution requires it. Veltis advises the company; the financial institution is the one that reviews and grants the credit.
Practice: Capital
Governance and first steps in succession
An advisory board, separation of ownership and management as the company grows, and the start of succession planning.
Practice: Protection
In the ecosystem
Which practices get involved, and in what order
Practices are listed in the order in which each one starts work. The assessment shows which ones fit your company.
Practices in this journey
- Base, inactive practice
- Management, active practice
- Capital, active practice
- Protection, active practice
- Technology, inactive practice
- 01
Management
Organizes the budget, management P&L and KPIs, the foundation for decisions about margin, costs and growth.
Areas involved
- 02
Capital
With the numbers in order, it prepares the company to raise funds and connects it with financial institutions.
Areas involved
- 03
Protection
Handles governance and the first steps of succession as the company grows.
Areas involved
How it starts
Three steps, in under 2 minutes.
- 01
You answer 6 questions
About company size, revenue, tax regime, current accounting, what weighs most on your routine, and the stage your company is in.
- 02
Leave your contact details
Name and WhatsApp, plus email and company name if you wish, so Veltis can get back to you.
- 03
See your result, and a specialist follows up
The screen immediately shows the Veltis practices that match your answers. The follow-up comes by WhatsApp, with no obligation.
Frequently asked questions
Questions from anyone evaluating
What is the difference between Financial BPO and CFO as a Service?
BPO handles day-to-day operations (paying, collecting, reconciling). CFO as a Service handles the strategic view: budget, KPIs and decision-making.
Does Veltis lend money to my company?
No. Veltis advises: it organizes the numbers and the dossier and connects the company with authorized financial institutions and investors. Credit is always granted by the financial institution.
Does Veltis require me to change my ERP?
No. Veltis works with the ERP the company already uses whenever possible, and only recommends switching when it solves a real problem.
Updated on
Answer 6 questions and see where to start professionalizing your management.
Veltis acts as an advisory firm for fundraising, corporate finance and restructuring. It is not a financial institution, does not hold authorization from the Banco Central do Brasil, and does not grant, lend, originate or offer credit. Credit and investment transactions are carried out by authorized financial institutions and investors. This content is informational in nature and covers legal, corporate and wealth services, in accordance with Provimento 205/2021 of the Brazilian Bar Association (OAB).