A senior partner for your decisions.

For clients who also use our accounting, Capila Advisory has direct access to the live data — both the accounting records and Capila Reporting. For stand-alone projects, we build on the inputs we prepare at the start. In either case, the project is led by a senior who knows the company's context and is accountable for the outcome.

The project is led by a senior team member who is accountable for the outcome, from the first call through to handover. When a topic calls for further specialisation — a tax advisor, an accountant, a data analyst — we add to the team. The client has a single point of contact and doesn't need to coordinate multiple external people.

An in-house CFO usually makes sense once a company is making financial decisions on an ongoing weekly basis and has a stable volume of work that justifies a full-time role. In earlier stages, or for individual projects (a funding round, an acquisition, a generational handover), it tends to be more efficient to pay for a defined project scope with a clear deliverable than to build the role internally.

The senior leading the project also does the work — building the models, the analyses, leading the conversations with the client. On larger projects, specialists are added for specific parts (for example, a tax advisor for transaction structuring), but the senior team member stays involved from start to finish.

Yes. For stand-alone projects — due diligence, valuations, plans for investors, structure reviews — we work with clients who keep their accounting elsewhere. For ongoing CFO support, it tends to be more efficient if we also handle the accounting, since we have direct access to the data and the communication runs through a single team.

For acquisitions, generational handovers, and other sensitive decisions, we work under a confidentiality agreement as standard. Information about the project is shared only with the team members directly involved. For clients in the same segment, we keep projects separated to avoid any conflict of interest.

For urgent matters (a term sheet from an investor, an announced inspection, an unexpected shift in a transaction), we can usually arrange an intro call within one to two working days. The work itself typically starts within a week, sooner in genuinely urgent cases.

Yes. On transactions and more complex projects, it's common for several advisors to be working on the client's side — legal counsel, the auditor, an investment advisor. Capila Advisory cooperates with them directly, coordinates the outputs, and makes sure the workstreams complement each other rather than overlap.

The project price is agreed up front — depending on the nature of the work, either as a fixed fee or as an hourly rate with a maximum cap. In both models, the client knows the maximum fee before the work starts. A fixed fee makes sense for projects with a clearly defined, bounded deliverable (for example, due diligence on a specific transaction). An hourly rate with a cap makes sense for projects where the scope can shift or gets refined as the work progresses (for example, ongoing CFO support during a funding round).