Services

Most founders think they need a CFO. What they actually need is the whole system covered.

Everything a CFO, COO, and CTO would cover — plus operator-level contract and compliance review — without the overhead of four separate hires. That is what Amivi Advisory delivers.

Six service areas — outcomes, not tasks

The full CxO menu

Financial Strategy & CFO Advisory

  • Investor-grade financial models built in weeks, not months
  • Fundraising narrative and data room preparation
  • Cash runway management and scenario planning
  • Board and investor reporting that builds credibility

Equity & Control Protection

  • Cap table analysis and dilution modeling from round one
  • Term sheet review — identifying what you are actually signing
  • Liquidation preference and anti-dilution scenario analysis
  • Protecting founder control through every funding round

Operational Excellence & COO Advisory

  • Operational efficiency remap in 90 days
  • Financial and operational infrastructure for scale
  • Process design that removes the founder from every bottleneck
  • Controller and accounting team oversight

Technology, Risk & Compliance Readiness

  • Technology stack evaluation and AI advisory
  • Contract and compliance risk identification — flagged for your licensed counsel
  • HIPAA and healthcare technology compliance readiness
  • Asset protection and risk management framework

Commercial & Pricing Strategy

  • Pricing architecture that protects and grows margins
  • Channel economics and go-to-market revenue modeling
  • Commercial financing and contractual finance structuring
  • Revenue model optimization — millions recovered to the bottom line

Exit, M&A & Fundraising

  • Exit preparation and valuation optimization
  • M&A advisory and acquisition accounting (ASC 805)
  • Strategic partnership negotiation support
  • End-to-end accompaniment through fundraising, exit, or partnership
How we work together

Engagement models

Ongoing Fractional CxO

  • Monthly retainer, defined scope — your standing executive team of one

Project-Based

  • Specific deliverable, defined timeline — model, data room, pricing architecture

Intensive Sprint

  • 30–90 day focused engagement on one critical area

Expert Session

  • Single advisory call via Clarity.fm or expert networks
New: Exit Advisory & M&A

When you are ready to sell, I have 20,000+ verified buyers ready to meet you.

Valuation building before the sale, due diligence preparation, buyer access through a partner network, deal-table negotiation, and post-close protection. The full journey has its own page.

Explore exit advisory →

What makes this different

No junior staff. No handoffs. No single-function blind spots.

The founder-to-founder angle: I have built my own company while advising yours. The five-function coverage: your problems are interconnected, and single-function advisors structurally cannot see that. The AFQS/OTQS methodology: every engagement starts with a scored, honest diagnostic — not assumptions. And Marina is personally on every engagement.

Amivi provides business advisory, not legal services — licensed counsel is brought in where legal advice is required.

Start with a company snapshot →