Introduction to LevelUp: Delivering the next generation of Strategic Finance solutions to enable real-time performance visibility for data-intensive organizations

Our Mission is to up-tier traditional FP&A functions to empower data-driven decision making

Traditional FP&A

Siloed Operational and Financial Models

Repeatable, Flexible Analytics

Scalable, Integrated Operational/Financial Models

Business Intelligence Platforms Powered by Automated Data Models

Manual, Static Analytics

Business Intelligence Platforms Powered by Automated Data Models

LevelUp partners with CFOs across 3 core solutions

Delivering a high-impact strategic finance function with scalable analytics, models and presentations

FP&A Infrastructure Transaction Preparation BI For the CFO
Consolidated Budgets Management Presentations Integrated Data Models
Rolling Monthly Forecasts Analytics Highlighting Value Drivers KPI Development
Monthly Operating Reports Diligence Prep Board-Level Visuals
Data Prep & Clean Up Long-Term 3-Statement Models Deep-Dive Analytics

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Our People

The LevelUp team blends a unique set of skills and experience to create a unique value proposition for our clients

We know the applications, programming languages, and underlying systems needed to produce analytics and insights at scale

We understand how to operate in rapidly changing, fast paced, growth environments

We understand what the CFO requires to become a center of excellence for data-driven decision making

Our approach to SaaS Metrics

LevelUp has developed a proprietary operational reporting framework for SaaS companies. We call this the S4 Reporting FrameworkTM

The S4 Reporting Framework organizes metrics across 4 attributes Scale, Speed, Spend, Strength – all displayed on a single pane of glass

This framework can be applied to both high-level company reporting as well as operational reporting at the departmental level

For each department, the framework highlights the trade-offs being made amongst the four S attributes

Each departmental reporting needs to utilize the same time frames and dimensions – unifying reporting across Departments

Position the office of the CFO as the hub for quantitative analysis / data-driven decision making

One-time cost to build a best-in-class Strategic Finance function

Speed and cost effectiveness

Best-in-Class board reporting

Prep for capital raise/exit

Visibility into KPI/unit economics

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