Financial advisory & strategy

Financial clarity is the precondition for every other decision

AJAI provides business financial consultancy for startups, SaaS companies, scale-ups and growing organisations — from fractional finance support to specific pieces of modelling, reporting or process work.

Led by

Juliana Magalhães Vilas Boas

Co-Founder | Finance & Strategy

Juliana has more than ten years of experience in finance, including startups, SaaS environments, corporate finance and growing businesses. Her work spans FP&A, budgeting, forecasting, financial modelling, controllership and financial governance — and includes fractional finance management, finance coordination in a SaaS business, and consultancy supporting startups.

Previous organisations include Ride Today, Gabriel Tecnologia, JMVB Consultancy, General Motors, Ezenith Education and Retalhar, with earlier experience at Danone, General Electric and Bank of America.

Capabilities

Where financial work usually starts

Engagements are scoped to the decision the business is trying to make, not to a fixed service package.

Planning, budgeting and forecasting

A budget the business can actually run against, a forecast that updates as reality changes, and cash flow planning that shows what is possible and when.

  • Financial planning and FP&A
  • Budgeting and zero-based budgeting
  • Forecasting and cash flow planning
  • Financial modelling and scenario analysis

Reporting, KPIs and SaaS metrics

Management information that answers the questions leadership is actually asking, rather than a monthly pack nobody reads.

  • Financial and management reporting
  • KPI dashboards
  • SaaS metrics: ARR, churn, CAC, LTV
  • Variance analysis

Cost, process and governance

Where money leaves the business without producing value, and where finance processes create delay or risk.

  • Cost optimisation
  • Financial process improvement
  • Controllership and treasury
  • Financial governance
  • ERP implementation support

Investment and strategic decisions

Support for the moments when the numbers have to stand up to outside scrutiny.

  • Investor reporting
  • Investment analysis
  • Due diligence support
  • Capital allocation
  • Business partnering and strategic financial decision-making

Scope of advice

AJAI provides business financial consultancy. We do not provide regulated investment advice.

Our work concerns how a company plans, measures and manages its own finances, and how it presents them to investors and lenders.