Strategic
Advisory
Tough Calls. Smart Strategy. Zero Guesswork.
From capital strategy to exit planning, we help startups make the big decisions with clean data, sharp modeling, and steady guidance. No fluff. No spin.
What You Get with Ursa
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Buy-Side & Sell-Side Advisory
We support your team across the table—evaluating the deal, flagging risks, and structuring it cleanly from start to close.
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Financial Due Diligence Support
We prep your financials for investor or acquirer scrutiny—clean, audit-friendly, and built to hold up under pressure.
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Modeling & Scenario Planning
We build decision-ready models: valuation, headcount, synergies, and deal forecasts that you can defend in the room.
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Board & Investor Reporting
We create clear, data-backed reporting packs that build trust and keep your stakeholders aligned.
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Strategic Finance Leadership
Fractional strategy support when you don’t need a full-time hire—but do need the right brain in the room.
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Deal Readiness & Clean-Up
Even if you're not in a deal yet—we help you get ready: cleaned-up books, better reporting, and fewer surprises down the road.
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Post-Merger Integration
We bring structure to the chaos after the close—aligning systems, teams, and financial reporting so the deal actually works.
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Exit & Equity Strategy
We guide founders and finance leads through equity strategy, payout planning, and waterfall analysis—before it’s too late.
Built for High-Stakes Moments
We’ve supported founders through exits, mergers, messy integrations, and tough negotiations. We don’t sell fluff or spin—we give you real analysis, straight talk, and the kind of deal support that moves fast without missing details.
Resources for Founders & Finance Leads
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The Real-World Guide to R&D Tax Credits for Startups
The R&D tax credit gives innovative businesses big tax savings—often thousands in payroll offsets. But many founders skip it, assuming it’s only for huge tech companies. This guide breaks it down simply: what the credit is, how it works, and how your startup can actually claim it.
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Stop Guessing, Start Leading: The Real-World Playbook for Managing Startup Finances
Most startups run their finances reactively—making decisions based on gut instead of data. But guessing is expensive. This guide gives you a real-world financial playbook to help you lead with clarity, avoid costly mistakes, and grow with confidence.
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How to Prep Your Startup for a Fundraising Round (Without Losing Your Mind)
Raising capital takes more than excitement—it takes preparation. Founders who wing it get slower closes and tougher terms. This kit gives you the playbook to avoid rookie mistakes, stay in control, and walk into every investor meeting ready to win.
Let’s Talk About
the Deal
From financial clarity to strategic confidence, we’ll help you make the next move count.