We provide SMBs and growth firms with the sophisticated financial leadership of proven Operators AND investment banking + audit veterans without the full-time overhead.
M&A advisory, capital raising, and exit planning. We help you navigate complex transactions and position your company for maximum value.
Cash flow optimization, ERP implementation, and KPI tracking. Build the financial infrastructure that scales with your ambitions.
Internal controls, audit readiness, and tax strategy. Protect your business while maintaining the agility to move fast.
We leverage our investor network spanning global banking, VC, and PE to structure and execute capital raises—positioning your business compellingly and managing the end-to-end process from investor targeting to term sheet negotiation.
We prepare your business for a transaction long before one is on the table—establishing the financial infrastructure, documentation, and investor narrative that sophisticated acquirers expect at due diligence. When a deal does emerge, we bring institutional M&A experience to negotiation structuring, diligence management, and closing execution to maximise value.
We build board-ready financial models and rolling forecasts that provide genuine clarity on runway, resource allocation, and growth scenarios—giving leadership teams the tools to make confident, data-driven decisions.
We help technology companies build and structure their finance function—from defining roles and hiring the right talent to establishing reporting cadences and internal processes that scale with the business.
We bring institutional rigour to financial record-keeping and tax compliance—ensuring your books are accurate, audit-ready, and structured for multi-jurisdiction tax efficiency across your operating entities.
We assess, implement, and integrate the right accounting and ERP stack for your business—ensuring your financial systems are connected, scalable, and aligned with how you operate, consolidate, and report.
We diagnose and fix data quality issues at the source—reconciling fragmented financial data, integrating operational and accounting systems, and building BI dashboards that surface real-time commercial insight. The result is leadership teams making decisions from a single source of truth, not a patchwork of disconnected reports.
We work with leadership teams to optimise the income statement from both sides—building effective GTM incentive plans, developing revenue growth strategies and identifying cost efficiencies that protect margins without compromising product quality or operational capacity.
With deep expertise across financial operations, capital markets, M&A, and the technology sector in Asia and globally, we bring institutional-grade financial thinking to SMBs, early stage and growth companies.
Meet the TeamNot all finance models are created equal. See how our Full-Stack CFOaaS compares across every capability your business needs.
| Capabilities | In-house Finance Team (1–5 pax) |
Basic Bookkeeper (Outsourced) |
Traditional Fractional CFO | UC Full-Stack CFOaaS |
|---|---|---|---|---|
| I. Compliance & Operations Bookkeeping, GST, Tax, Annual Return |
✅ | ✅ | ❌ Too senior to be hands on | ✅ |
| II. Management Reporting Monthly P&L, Balance Sheet, Cash Flow |
✅ | ✅ | ⚠️ Relies on others | ✅ |
| III. FinOps & Automation ERP, Business Intelligence Dashboards, Systems |
⚠️ Depends on level of experience | ❌ | ❌ | ✅ |
| IV. Strategic Finance FP&A, Modeling, Unit Economics |
✅ | ❌ | ✅ | ✅ |
| V. Capital Strategy Fundraising, M&A, Investor Relations |
⚠️ Depends on seniority | ❌ | ✅ | ✅ |
| Comments | High fixed cost; limited scope of knowledge and cross-industry experience. | Rearview only + quality and communication gap; no forward-looking insights. | Often only cover specific areas, leaving execution gaps. | Optimal ROI: seamless integration of data & strategy; scalable, high-speed, and cost-effective. |
Click on an industry to see the key finance challenges that CXOs need to navigate.
Most finance providers cover only part of the picture — bookkeepers handle compliance, fractional CFOs handle strategy. UC Intelligence's Full-Stack CFOaaS model covers both ends of the spectrum in one integrated engagement: from rigorous bookkeeping, tax, and FinOps automation through to fundraising, M&A, and investor relations. You get the sophistication of a Big-4 audit firm and the strategic muscle of a bulge-bracket investment bank — at a fraction of the cost.
A traditional fractional CFO provides strategic direction but typically can't — or won't — get into the operational detail. They tell you what needs to be done, but rely on your existing team to execute. This creates an execution gap: strategy fails when the underlying data is messy. UC Intelligence closes that gap by combining operational finance execution (led by Shanshan) with capital strategy (led by Nawaz) in a single, seamless engagement.
Led by Shanshan, the Financial Infrastructure pillar upgrades your FinOps engine from the ground up — bookkeeping, tax and GST compliance, management reporting, ERP and accounting software setup, workflow automation, and audit readiness. The goal is to transform your back-office from a cost centre into a clean, scalable data asset that powers better decisions across the business.
Led by Nawaz, the Capital Strategy pillar focuses on growth, valuation, and exit readiness. This includes financial modelling, fundraising (SAFE, equity, debt), capital structure advisory, ESOP implementation, M&A execution, investor relations, and preparing companies for strategic exits — including IPOs. The focus is on translating your financial story into a compelling, investor-ready narrative.
UC Intelligence works with SMBs, early-stage, and growth-stage companies that have outgrown basic bookkeeping but aren't yet ready — or able — to justify a full in-house finance team. Companies preparing for fundraising, approaching an exit, expanding cross-border, or needing to bring institutional discipline to their financial operations are ideal fits for this model.
Building an in-house finance team carries high fixed costs, limited cross-industry experience, and significant management overhead. A basic bookkeeper provides compliance but no forward-looking insight or tech-enablement. A traditional fractional CFO offers strategy without execution. UC Intelligence's Full-Stack CFOaaS delivers all five capability layers — compliance, reporting, FinOps, strategic finance, and capital strategy — in one scalable, cost-effective engagement.
Ready to elevate your financial strategy? Tell us about your challenges.