Capital Strategy for Founders

Octavia Capital provides strategic advisory and CFO services to venture-backed and bootstrapped technology companies in the US and Canada. We help founders prepare for the moments that matter: fundraising, growth planning, and transaction readiness, with senior-level judgment, without hiring a senior-level team.

TRANSACTION ADVISORY SERVICES

Strategic advisory for founders considering a transaction

Most founders only sell or recapitalize a company once. The decisions made in the 12-24 months before a transaction shape the outcome more than the transaction itself. Octavia provides strategic advisory and preparation support for founders thinking about a future sale, recapitalization, or growth capital event - so when the moment comes, you're ready.

What we do

Transaction readiness assessment
A structured review of where your business stands today against what sophisticated buyers and investors look for. Covers financial reporting quality, KPI hygiene, customer concentration, contract documentation, IP and tech stack documentation, and management depth. Output: a prioritized roadmap of what to fix before going to market.Valuation perspective and benchmarking
Independent analysis of where your business would likely value today based on comparable transactions and current market dynamics. Useful for founders deciding whether to raise, sell, or hold.Buyer and investor landscape mapping
Research and analysis on who the likely acquirers or investors are for your business, what they've paid historically, and what they're looking for. Information you'd otherwise spend months gathering yourself.Strategic alternatives review
Working through the trade-offs between holding, raising growth capital, recapitalizing, or selling. We help you think through the decision; we don't push you toward one.Pre-process advisory
Once you've decided to move forward with a transaction, we help you prepare: financial model, management presentation, data room, KPI dashboards, and the diligence materials that buyers and investors will request. We then introduce you to qualified, registered investment bankers or M&A intermediaries to run the actual process.

Who we work with

  • SaaS and software businesses ($1M–$50M ARR)

  • E-commerce and consumer tech operators

  • IT services and managed services firms

  • AI-native and AI-enabled platforms

  • Tech-enabled marketplaces

Why founders pick Octavia

  • Senior advisor attention on every engagement

  • Tech-native — we understand ARR mechanics, NRR, gross margin tiers, and product economics

  • Cross-border fluency across US and Canadian markets

  • Flat-fee or retainer engagements — no contingent or success-based compensation, no conflict on whether you should transact

  • No-fee initial conversations

Important note
Octavia Capital provides strategic advisory and transaction preparation services. We are not a registered broker-dealer or investment bank. We do not solicit buyers or investors on behalf of clients, negotiate transaction terms, or receive compensation contingent on the completion of a transaction. When clients are ready to run a sale process or capital raise, we refer them to registered firms.

STRATEGIC CFO & FRACTIONAL CFO SERVICES

AI-enabled CFO services. Senior judgment, modern delivery.

Most growing tech companies don't need a full-time CFO. They need senior financial leadership when the stakes are high: board prep, fundraising, pricing strategy, planning; and reliable financial operations the rest of the time. Octavia provides both, with AI-enabled workflows that compress timelines and reduce cost.

Two service tiers

Strategic CFO Advisory: Project-Based
For specific moments that need a senior operator:

  • Fundraising prep (deck, model, data room, investor strategy)

  • Board prep and reporting frameworks

  • Transaction readiness and diligence support

  • Pricing, packaging, and unit economic analysis

  • Three-statement modeling and scenario planning

  • Cap table modeling and dilution analysis

Typical engagement: 4–12 weeks, fixed scope, fixed fee.Fractional CFO: ongoing
For founders who need ongoing senior financial capacity:

  • Monthly close oversight and management reporting

  • Cash forecasting and runway planning

  • Board materials and investor updates

  • KPI design and tracking

  • Vendor and contract negotiation support

  • Hiring plan and compensation modeling

Typical engagement: 10–40 hours per month, retainer-based.

Why AI-enabled matters

Modeling, scenario analysis, and document review that used to take a CFO a full week now takes us a day. We pass that efficiency through to clients as faster turnaround, lower fees, and more time spent on judgment instead of mechanics. The AI isn't the product — senior judgment is. The AI just means we deliver more of it, faster.

Who we work with

Seed through Series B technology companies in the US and Canada. Bootstrapped operators with $1M+ in revenue. Founders preparing for a fundraise or future transaction in the next 12–24 months.

Contact Us

Let's talk.

First conversations are no-cost and confidential. Tell us what you're working on: fundraise, planning, transaction prep, or just thinking out loud, and we'll come back within one business day.

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