Strategic finance Advisory · Transformation · Operations
Finance, strategy and capital decisions — executed with operator precision.
Unction is a consulting and fractional services agency partnering with SaaS and technology driven businesses to execute finance transformation, strategic planning, capital allocation, and value creation decisions. We are trusted advisors to CFOs, redefining value in finance process design, revenue management, and AI-enabled automation.
What we do
Built from the inside of finance, sales and the boardroom.
We partner with leaders on the finance, strategy, and capital decisions that compound. From M&A and capital allocation to GTM analytics and finance transformation, we plug in alongside CFOs and executive teams to turn complex questions into confident moves.
- 01
Financial Planning & Forecasting
Insights-driven scenario modeling, competitive analytics and predictive forecasts that help realize strategy, define risks and support on-target outcomes.
- 02
Capital Allocation & Investment Prioritization
A clear framework for where the next dollar goes, and where it doesn't. Multi-year portfolio planning, ROI ranking, and trade-off analysis.
- 03
M&A and Corporate Development
Valuation, diligence, and deal structuring for acquisitions, partnerships, and PE-backed transactions.
- 04
SaaS Finance & GTM Analytics
LTV, CAC, ARR, productivity, activation, retention — designed, tracked, and turned into decisions. We partner with Sales and Marketing leadership to convert reporting into pipeline, productivity, and revenue outcomes.
- 05
Finance Transformation
Process redesign, and the operating cadence that lets finance lead with excellence. Trusted advisors to CFOs building for the next stage.
- 06
AI-enabled Automation
Close acceleration, variance analysis, reporting automation, and self-serve analytics that gets key stakeholders to the right answers.
- 07
Board & Executive Decision Support
The materials, narratives, and analyses that make boards lean in. Strategic plans, capital reviews, M&A memos, and the one-pager that earns the next yes.
How we partner
Operational depth without the full-time overhead.
We work with SaaS founders, CFOs, and operating teams scaling past their first chapter and into the harder one: where capital is finite, the board is sharper, and every investment needs a thesis. Our partnership on insights-driven financial operations, M&A valuation, multi-year portfolio planning for capital-intensive and value-sensitive programs, and product investments brings institutional rigor without the overhead.
Book a free consultationWe work alongside your CFO, CRO and CEO — not from a deck deck.
Frame the call, model the trade-offs, recommend the path.
Hand off processes, dashboards and automation your team owns.