Onboarding and development of Business Plan and Financial Reporting Dashboard.
Study of the accounting and financial processes that are already underway in the company. Recommendation for automation and improvement of accounting and financial processes.
Funding plan. Coordination and support during the process of seeking and requesting private, banking and public funding.
Monitoring and reporting of all key indicators, assuming the leading role that corresponds to the CFO in the company's daily life.


We control the current situation and the evolution of your startup by projecting and monitoring the most appropriate financial and performance KPIs for each type of company we work with.
- Creation of a new and complete business plan, based on reliable estimates of different scenarios.
- Generation of financial forecasts based on the KPIs established for each department.
- Study of the main growth factors, the behavior of the workforce and the evolution of expenses.
- Drafting and presentation of monthly reports on previously established KPIs.
- Detection of possible commercial and financial actions and areas for improvement to boost the competitiveness of your startup.
- Helps CEOs and investors make decisions by analyzing and summarizing key insights and warning signs.
- Development of up-to-date forecasts on KPIs, finance and cash flows.
- Analysis of past information and future projections to estimate the company's performance in the medium and long term.
- Effective use of forecasts to ensure that cash requirements cover expenses for the following months.
We take care of all the financial and administrative processes that affect your startup. From the creation of hypothetical scenarios to ensure efficient business decision-making, to the management of daily expenses derived from productive activity or the restructuring of the financial department.
- Creation of scalable billing, collections, payments and accounting processes.
- Optimization of currency and cash management.
- Structuring of tasks and functions for the optimization of the company's financial department.
- Management of the processes derived from the establishment of subsidiaries abroad and corporate restructuring.
- Calculation and preparation of the necessary documentation to provide Phantom Shares programs to employees.
- Support in administrative, legal and strategic projects.
- Development of control panels that facilitate the monitoring and visualization of KPIs.
- Creation of different scenarios that facilitate financial or commercial decision-making.
- Maximizing company profits through advice on pricing and cost strategies.

An external CFO is a financial professional who integrates into your company assuming the responsibilities of a financial director. At Intelectium, our external CFO becomes an extension of your team, taking care of:
- Prepare and keep up to date the financial plan and business model.
- Manage and optimize cash flow.
- Prepare and present financial reports and dashboards for the management team and investors.
- Support in the search and negotiation of public and private funding.
- Participate in strategic and board meetings, providing financial vision.
- This service allows startups to have high-level financial experience without assuming the cost of a full-time CFO.
It's a good idea to consider an external CFO when:
- Your startup is growing and you need to structure your finances.
- You are preparing an investment round and require support in the preparation of financial materials and in negotiating with investors.
- You need to improve financial planning and cash flow control.
- You seek to professionalize financial management without incurring the costs of an internal CFO.
- You want to start your project from the start with an orderly cash structure and with finances under control.
At Intelectium, we adapt our service to the needs and stage of development of your company.
Intelectium offers three external CFO plans to adapt to the different needs of startups:
- Essential: It includes the preparation of the Business Plan, financial modeling, KPI monitoring and day-to-day financial management.
- Growth: In addition to the above, it provides support in investment rounds and participation in management and/or board meetings.
- Premium: Includes all of the above services, plus sensitivity analysis, improvement of accounting processes, quarterly updating of financial forecasts and administrative management support.
Each plan is designed to provide the level of financial support your startup needs at every stage of its growth.
Intelectium is one of the first financial consulting firms specialized in startups born in Spain. With more than 20 years of experience and 450 companies that have trusted us. We have a deep understanding of funding and how to optimize the capital structure of startups. Our secret lies in the financial models we create for companies, they are models that allow entrepreneurs to do a lot of simulations in order to take the most successful growth strategies to ensure the growth and improvement of the company.
Our external CFO becomes another member of your team, working closely and collaboratively. From the start, we carry out detailed onboarding to understand your business model, objectives and financial challenges. We establish fluid communication channels and participate in key meetings to ensure effective integration and provide strategic value.
Intelectium has more than 20 years of experience supporting innovative startups and SMEs in their financial growth. We have worked with more than 50 companies, helping them to optimize their financial processes, obtain funding and position themselves as leaders in their respective markets. In private investment rounds, we have already helped more than 30 startups to achieve them.
Having an external Intelectium CFO offers multiple advantages:
- Access to high-level financial expertise without the costs of an internal CFO.
- Improved financial planning and control.
- Support in obtaining funding and in the relationship with investors.
Optimization of accounting and administrative processes.
- Increased ability to make strategic decisions based on solid financial data.
The first step is an initial meeting to learn about your project and assess your financial needs. From there, we propose a personalized work plan and, once approved, we begin the collaboration, integrating ourselves into the daily operations of your company.


