According to Andrew Elliot Stern, the host of the “1 Question” podcast, most founders and entrepreneurs know that the strategic finance function is important, but “a lot of them just don’t know what to do, they don’t know how to work with bringing more insights into their business.” He recently interviewed our CEO and Founder, Ariel Menche, to discuss how other founders and CEOs can better understand finance in business operations. Read our latest blog post... #FinancialPlanningandAnalysis #FPA #CleanActionableData #DataDrivenCulture #StrategicFinance #FinancialLiteracy #Founders #CEO #StartUp #OperationalStrategy #Profitability #KPIs #FinancialReporting #ForecastingModels #StrategicPlanning
Raftel Strategy
Business Consulting and Services
Your Financial Partners from Series A to Exit
About us
Raftel Strategy helps companies turn their finance function into a strategic advantage. We build best-in-class financial models, implement industry-leading practices, and focus on your overall business strategy. This data-driven approach has unlocked millions in value for our clients, in capital raises, revenue growth, cost savings, improved cash standings, and successful M&A opportunities. Our engagements are project-based, with no hidden fees. We guarantee fast turn-around, and quick response times within business hours. We view each client as a partner with whom we will build a lasting relationship.
- Website
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www.raftelstrategy.com
External link for Raftel Strategy
- Industry
- Business Consulting and Services
- Company size
- 2-10 employees
- Type
- Privately Held
- Founded
- 2020
Employees at Raftel Strategy
Updates
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Strategic Finance is about much more than just managing funds. It’s about using every dollar and every decision towards achieving your company’s strategic goals. Did you know that the average FP&A employee wastes more than 74% of their time on admin and data-gathering activities that add zero value to the business? Regardless of what your finance team is spending time on, it’s likely they can give you more leverage and help you make better decisions about the business. In order to unlock massive growth for your organization, you must transform your overwhelmed finance team into a serious strategic partner. At Raftel Strategy, we’ve come up with a process to solve that problem. Explore the transformative power of Strategic Finance and uncover the critical roles of strategic budgeting and advanced reporting in driving growth with our Free 5-Day Strategic Finance Roadmap Course. In 5 easy sessions via email, you’ll get proven strategies to transform your finance function into a strategic powerhouse! You’ll get a comprehensive guide to financial modeling, find out how to avoid the 3 most common CFO budgeting mistakes, and even receive a free downloadable working capital model Excel template. Get the free course now: https://lnkd.in/dpkhYj3r #FinanceTeam #FinancialPlanningandAnalysis #StrategyBasedBudgeting #StrategicFinance #KPIs #ForecastingModels #StrategicPlanning #FinancialModeling #BudgetingMistakes #WorkingCapitalModel #5DayStrategicFinanceRoadmap
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How can you know if your startup is ready for a VP of Finance? In this post, our CEO Ariel Menche explains why the timing could be critical to your startup’s growth: https://lnkd.in/giFmH8Y2 #FinanceTeam #FinancialOversight #Startup #CEO #Founder #SeriesAFunding #FinancialPlanningandAnalysis #StrategicFinance #StrategicPlanning
Strategic Finance Advisor, CPA | Helping CEOs confidently lead with available, accurate, and actionable insights through world-class models | CEO at Raftel Strategy and Angel Investor
Is Your Startup Ready for a VP of Finance? Here’s When to Make the Move. If your startup is pulling in consistent revenue, especially after securing Series A funding, it might be time to think about hiring a VP of Finance. Why? Because financial oversight goes beyond just managing accounts—it’s about having a strategic partner who offers real-time insights into your company’s financial health. Too many startups hit roadblocks because the CEO is stretched thin, juggling cash flow issues or getting blindsided by unforeseen expenses. A skilled VP of Finance keeps you on track, ensuring you’re always informed and prepared. Ready to take your financial strategy to the next level?
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How can CFOs reach their fundraising goals? It’s a question we’re often asked at Raftel Strategy and it’s one of the areas where our consultancy yields the most actionable value for our client CFOs and CEOs. It’s not a mystery, but there are some specific actions CFOs can take to hit their targets, as Dean Quiambao, Partner writes in CFO. Dean recently attended the F-Suite Leadership Summit in San Francisco with 150 CFOs from high-growth tech companies and leading venture capital firms. He gathered valuable insights for navigating this complex landscape, and in this article he shares six prescriptive actions that can help financial leaders drive and achieve their fundraising goals in this uncertain time: 1. Single version of truth. 2. The importance of an integrated system. 3. Articulating financial strategy. 4. Preparing for M&A activity. 5. From scorekeepers to game changers. 6. Engaging the board. You can read the article via the link in the comments. And if you’re looking for a partner to help your organization reach your fundraising goals, you may want to talk to us. We’ve helped 80+ companies streamline financial operations, provide guidance through transactions, optimize cash flow, and achieve their fundraising objectives. Contact us or DM our CEO Ariel Menche. #Funding #Fundraising #StrategicFinance #StrategicFocus #StrategicAnalysis #StrategicFinancialPlanning #FinancialPlanningandAnalysis #SingleSourceofTruth (Image credit in linked article.)
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Did you know that effective data management follows a recipe? It’s true… find out how Raftel Strategy can help you whip up success from our CEO, Ariel Menche: https://lnkd.in/eiJ8B6bE #DataManagement #BusinessIntelligence #DataStrategy #DataCollection #DataIntegration #DataProcessing #DataSecurity #DataStorage #DataCleansing
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Attention CFOs and CEOs: Does your organization use KPIs to drive strategic decisions? Do you trust the accuracy of your dashboards? Are your forecasting models accurate within 5% of actuals? How long does it take for your team to run new scenarios? Do your reports align with your company's strategic goals? Unlock the secrets to efficient budgeting and strategic growth with our Free 5-Day Strategic Finance Roadmap Course. In just 5 easy sessions (delivered by email), you’ll get proven strategies to transform your finance function into a strategic powerhouse! You’ll get a comprehensive guide to financial modeling, find out how to avoid the 3 most common CFO budgeting mistakes, and even receive a free downloadable working capital Excel template. Here at Raftel Strategy, we’ve helped 80+ companies streamline financial operations, provide guidance through transactions and optimize cash flow. Check out our Free 5-Day Strategic Finance Roadmap and see if we may be able to help you: https://lnkd.in/dpkhYj3r If you like what you see, visit www.raftelstrategy.com or DM our CEO Ariel Menche. #StrategicFinance #KPIs #ForecastingModels #StrategicPlanning #FinancialModeling #BudgetingMistakes #WorkingCapital #5DayStrategicFinanceRoadmap
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Looking for insights into strategic financial planning? Sign up for the Raftel Strategy newsletter. In our latest issue, you’ll find a post that dives into the concept of “Data Piping” as well as an actionable tip for Founders that will make it easier when it comes time to sell the business. Check it out now, and if you like what you see, please subscribe: https://lnkd.in/eWUfYDRY #StrategicFinance #StrategicPlanning #DataPiping #Founder #DataManagement #Datacollection #DataPipeline #DataIntegration
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How can a company plan around the upcoming US elections? There are at least 5 high level levers to include in your scenario planning. Find out what they are in this post by our CEO Ariel Menche: https://lnkd.in/egV2spJ8 #ConsultingInsights #ScenarioPlanning #EconomicStrategy #ElectionImpact #StrategicFinancialPlanning #Election2024
Strategic Finance Advisor, CPA | Helping CEOs confidently lead with available, accurate, and actionable insights through world-class models | CEO at Raftel Strategy and Angel Investor
This week, an interesting point came up during a client meeting: How can a company scenario plan around the upcoming US elections? Key points to consider: -Policy shifts affecting consumer confidence -Potential regulatory changes impacting supply chains -Market volatility in response to electoral uncertainty My take on the high level levers to include in your scenarios: -Changes in the hiring market -Shifts in consumer demand patterns -Geographical areas to target for sales -Fluctuations in commodity prices -Movements in treasury rates Each of these factors can significantly impact business strategies and outcomes. As consultants, our role is to help businesses navigate these complexities. Scenario planning isn't just about predicting outcomes—it's about preparing for a range of possibilities and managing risk. What other levers would you add to this list? How are you preparing for potential election-related market shifts? #ConsultingInsights #ScenarioPlanning #EconomicStrategy #ElectionImpact
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“What do entrepreneurs neglect when managing people?” To answer that question, host Andrew Elliot Stern interviewed our CEO and founder Ariel Menche on the 1 Question podcast. Here’s how 1 Question describes the episode: “Ariel, a mentor to many founders and entrepreneurs, highlights the importance of understanding finance in business operations. Drawing parallels to the value of knowing how to evaluate art, Ariel emphasizes the need for entrepreneurs to gain insights into their businesses and without these insights, founders often make - frankly - bad decisions in guiding their business. As companies grow, gaining these functionalities over time ensures the best information is presented to decision makers to make effective strategic navigation decisions to enable success. Tune in to gain valuable insights on the finance functionality crucial for business success.” We couldn’t have said it better ourselves. Listen to “How do you effectively build finance expertise in a startup?” with Ariel Menche: https://lnkd.in/eGqumZym #CleanActionableData #DataDrivenCulture #StrategicFinance #FinancialLiteracy #Founders #CEO #StartUp
Startup CEOs: Are You Neglecting This Crucial Skill? Building a killer product is only half the battle. This week on 1 Question, I chat with Ariel Menche, founder of Raftel Strategy, about the biggest thing entrepreneurs neglect when managing people. We dive into: ✅ Financial literacy for founders: Why understanding the numbers is crucial for making smart decisions. ✅ Avoid the "art vs. business" trap: How financial insights can guide your strategic navigation. ✅ Building a data-driven culture: Why numbers are your secret weapon for making informed decisions. If you're a founder who wants to take your company to the next level, this episode is a must-listen. Listen now: https://lnkd.in/ebaWM_Pg
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Crafting an effective business strategy requires three key ingredients: being realistic, a deep understanding of the current landscape, and most importantly, a clear action plan. By avoiding these common pitfalls with a structured approach, executives can navigate the complexities of strategic planning and set their organizations on a path to sustainable success. Read “The 5-Year Budget That Didn’t Make Sense” by our CEO, Ariel Menche via the link in the comment. #ThrowbackThursday #StrategicFinance #KPIs #ForecastingModels #StrategicPlanning #FinancialModeling #BudgetingMistakes #WorkingCapital
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