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    FP&A

    Most companies have numbers. Far fewer have the planning discipline that turns numbers into decisions before the quarter is over.

    FP&A is financial planning and analysis: the work of turning a business plan into a forecast, a forecast into a budget, and a budget into the monthly conversation about what actually happened and why. Every company does some version of it. Most do it late, in a spreadsheet, after the decision it should have informed.

    We run it two ways, and they are different services. FP&A operations is the monthly cadence: close, review, variance, board pack. It is a function we staff for clients. FP&A consulting is the practice on this page: fixing how a company plans revenue, how it reports, and how it prices, so the operations have something worth running.

    The three pillars below are where the market gap is widest. Revenue planning is chaotic in most growth companies; MIS is collated by hand and trusted by nobody; pricing is set once and never revisited. Each is a defined engagement with a defined outcome, and each is backed by a tool the firm already runs.

    What our research says about FP&A

    Plan in months of trained salespeople, not headcount. Someone who joins in month seven gives you a fraction of a year, and less than that at full speed.

    Sriram Chidambaram, in Revenue planning: a target you can actually work with

    If the sales team owns the revenue data, revenue will drift optimistic, not through dishonesty, but through the natural pull of incentive. If operations owns the delivery data, delays get quietly softened.

    Sriram Chidambaram, in The Information Stack, explained

    At 20% contribution margin, a 10% discount requires you to double your business to be no better and no worse off than before you gave it.

    Sriram Chidambaram, in The discount breakeven table every salesperson should carry

    Already running

    The tools behind the practice

    These assessments are the first pieces of a larger layer we are building: a founder operating system that reads the tools a company already uses, its CRM, its books, its contracts, and gives a finance team the view it currently assembles by hand. The consulting does not wait for the software, and the software will not replace the consulting. They are being built in parallel.

    Led by

    Karthik Beknal

    Karthik Beknal

    Lead - Strategy Consulting & FP&A