Unlocking Growth with
Lumina CFO Partners
Only 50% of startups survive past the first 5 years. Lumina CFO Partners is your strategic ally in financial excellence, offering top-tier fractional CFO services tailored for startups and inspiring SMEs.
Current Landscape
Proven Expertise
Tailored Solutions
Results-Driven
Lumina CFO Partners
We are committed to delivering actionable solutions that drive measurable results, enhance efficiency, and foster sustainable growth.
At Lumina CFO Partners, we believe in empowering businesses to reach their full potential. With a team of seasoned consultants, we bring a wealth of experience, innovation, and practical solutions tailored to your unique challenges. Whether you’re a startup seeking guidance or an established enterprise aiming for expansion, we are here to provide the insights and strategies you need to thrive.
What we do
Financial Reporting & Analysis
Gain actionable insights with customized financial reports and key performance indicator analysis.
Strategic Financial Planning & Modelling
Align your business strategies with robust financial models and scenario planning.
Cash Flow Management
Optimize cash flow and ensure liquidity for stable and efficient business operations.
Goal Setting & Financial Road Mapping
Define clear financial goals and create strategic roadmaps for long-term business success.
Key Advantages
Access to plethora of world-class financial advisory and strategic consulting team for a fraction of the cost in-house, freeing up resources to grow business even more.
Translating financial data into actionable tactics for achieving long-term, sustainable development and growth in your business as your trusted advisors.
Personalized solutions that are specifically designed to tackle unique and individual requirements of your business, ensuring that each challenge is addressed with a customized strategy that fits your needs.
Our Working Framework
Step 1: Discovery
Step 2: Implementation
Step 3: Consultancy
Step 4: Optimization
Our Working Framework
Seamless integrations
Let's talk about budget
Starter
Packaged for start-ups and SMEs that need assistance to get their finances off the ground
- 10 hours / month retainer
- Monthly financial reporting review & analysis
- Preparation of customized financial dashboards / corrective KPIs tracking
- Monthly strategic financial advisory session
- Fully-customizable additional deliverables checklist
Momentum
Packaged for start-ups and SMEs that are seeing growth and need a CFO boost
- 20 hours / month retainer
- Starter pack plus: Access to full CFO team resources and financial modelling
- Development of budgeting and forecasting
- Cash flow management to ensure liquidity
- Operational efficiency improvement
- Fully-customizable additional deliverables checklist
Executive
Packaged for start-ups and SMEs that require comprehensive CFO attention without the cost
- 40 hours / month retainer
- Momentum pack plus: Access to comprehensive CFO services and network
- Capital optimization strategy development
- Risk management and compliance advisory including audit support
- Fully-customizable additional deliverables checklist
Real World Value of Lumina CFO Partners
- Cash Flow Management
- KPI Development and Margin Improvement
- Scaling Operations
Cash Flow Management
A boutique management consulting firm, was struggling with cash flow and liquidity issues. Monthly financial surprises were common, and the managing partner lacked clarity on the firm’s financial standing.
Lumina CFO Partners stepped in and created a robust cash flow forecast, providing the partner with clear insights and reducing financial surprises each month. Additionally, Lumina reviewed the firm’s working capital policies and introduced a new strategy focused on optimizing receivables and payables. This included implementing stricter credit control measures, renegotiating supplier payment terms, and introducing a dynamic discounting program for early payments, which improved liquidity and stabilized cash flow.
This translated into an improvement of lock-up days from 185 days to 93 days which allowed for much easier cash flow management.
Don't know where to look
A local furniture business, was experiencing a steady decline in sales and profits since the start of its third year, despite having a strong business plan and initial success.
Lumina CFO Partners conducted a thorough analysis of the business operations and identified gaps in the existing KPIs. They introduced a comprehensive KPI revision strategy, which included new performance metrics focused on customer retention, average spend per customer, and inventory turnover rates. Furthermore, Lumina developed a customized dashboard reporting system, enabling real-time monitoring and decision-making. These changes provided the business owner with actionable insights and strategic direction, leading to a gradual recovery in sales and profitability.
Take it to the next level
A marketing agency had been scaling impressively over the past two years and the owner was considering expanding operations further. However, securing the necessary capital for expansion was a challenge.
Lumina CFO Partners crafted a solid Series A funding roadmap for the owner and their in-house Finance manager. This roadmap included comprehensive audit assistance, meticulous due diligence advisory, and a well-structured pitch deck highlighting the company’s growth potential. Lumina also leveraged its extensive network to connect the owner with ideal venture capital firms. This holistic approach not only facilitated the successful raising of capital but also positioned the agency for sustainable growth and expansion.