Financial leadership, tailored to your needs

Tal Genesis provides monthly CFO-as-a-Service support with tailored insights, performance reviews, and expert advice to help you lead confidently at any stage of growth.

Tal Genesis provides monthly CFO-as-a-Service support with tailored insights, performance reviews, and expert advice to help you lead confidently at any stage of growth.

Toggle left / right

Financial Kick Starter Kit

For early-stage founders who need a clear and credible starting point for fundraising.

USD 999 / one-off

Complete Fundraising Kit

For growth companies raising big rounds who want expert-built models and compelling investor materials.

USD 4,599 / one-off
Save 2 months

Lite Light guidance, fast clarity

For founders just starting out. Get early financial clarity with key reviews and 1-hour guidance.

USD 499 / month

Premium Executive-grade support

For companies ready to lead with numbers. Get expert-grade insights, tracking, and strategic support.

USD 1,999 / month

Enterprise Built for complexity

For high-growth teams or complex financial setups needing tailored CFO leadership.

Talk to us

Lite Annual

For founders just starting out. Get early financial clarity with key reviews and 1-hour guidance.

USD 4,990 / year

Premium Annual

For companies ready to lead with numbers. Get expert-grade insights, tracking, and strategic support.

USD 19,990 / year

Enterprise

For high-growth teams or complex financial setups needing tailored CFO leadership.

Talk to Us

What's Included:

Deliverables
Starter Kit
Review Kit
Complete Kit
Financial Model - 1 year
12-month financial forecast model to plan costs, runway, and early revenue targets.
Financial Model - 3 year
Comprehensive 3-year financial projection including revenue scaling and growth scenarios.
-
-
Financial Review
Expert analysis and optimization of your financial projections and assumptions.
Pitch Deck Creation
Professional pitch deck creation with compelling storytelling and visual design.
-
-
Pitch Deck Review
Comprehensive review and feedback on your existing pitch deck materials.
-
Business Plan Review
Detailed review of your business plan with strategic recommendations.
-
Valuation Memo (Lite)
Simplified valuation analysis to support your funding discussions.
-
-
Advisory Call
One-on-one consultation with fundraising experts to discuss your strategy.
1 hour
1 hour
1 hour
Plan validity period: Within 60 days from date of purchase.

What's Included:

Deliverables
Lite
Basic
Premium
Enterprise
Monthly Business and Financial Review
Business Performance
1-page summary: Contains trend, 2 weak points, 2 proposed recommendations.
Custom
Balance Sheet Review
1-page summary: 2 weak points, 2 proposed recommendations.
Custom
Profit & Loss Review
1-page summary: 2 weak points, 2 proposed recommendations.
Custom
Cash Flow Review
1-page summary: 2 weak points, 2 proposed recommendations.
-
Custom
Financial Analytics & Advisory
12-Month Financial Trend Analysis
1-page trend summary with key performance highlights
-
Custom
Advisory Call
-
1 hour
4 hours
Custom
Investor & Lender Support
Unlimited introductions to lenders
Caveat: Success fees charged
-
Custom
Investor brief creation
1-page executive summary
-
-
Custom
Remote attendance at lenders / investors meetings
No more than 1 hour per meeting
-
Up to 1 meeting / month
Up to 2 meetings / month
Custom
Financial Templates & Tools
Cash flow model template
-
Financial Ratios Cheat Sheet for Businesses in SEA
Fundraising Guidebook
-
-
Lite Valuation Calculator
-
-

Frequently Asked Questions

We provide financial clarity and fundraising support tailored to founders and SMEs. Our core services include:

  • Kick Starter Kit – for early-stage businesses needing a solid financial model and roadmap.
  • Fundraising Review Kit – for refining your pitch materials and investor readiness.
  • Complete Fundraising Kit – end-to-end support including models, pitch deck, and advisory.
  • CFO-as-a-Service – ongoing monthly financial leadership, investor engagement preparation, and strategic guidance.
  • Add-ons – such as advisory hours and LinkedIn content support for founder visibility.

All services are designed to grow with your business — from early preparation to full-scale fundraising and beyond.

Yes, absolutely.
Start small and upgrade anytime as your business evolves. Whether you need advanced modelling, a full pitch deck, or more advisory time, we’ll work with you to ensure seamless preparation and execution of tasks and your business’ requirements.

Not sure which plan fits? Share a little context through our short form and we’ll recommend the best option for your stage — no pressure, no guesswork.
If your needs are unique, we can also customize a scope by combining our various services. Just let us know what you’re looking for.

Yes. One-off packages are valid for 60 days from the date of purchase. This keeps momentum strong and ensures you get the best results within a clear timeframe. If you need assistance with scheduling or planning your sessions, we’re here to support you.

Absolutely. We work with global companies and have  supported clients in countries such as Singapore, Malaysia, Hong Kong, Korea, the UK and beyond.

Yes. We can share sample layouts of financial models, pitch deck slides, or valuation memos (with sensitive info removed) so you know what to expect.

Yes. Beyond what’s listed, we also advise on fundraising, government incentives application, debt restructuring and any other financial advisory related matters. Please contact us for more details.

Once payment is confirmed, you’ll receive a welcome email, onboarding guide, and a request to provide some simple information about yourself and business.

Estimated delivery timelines:
– Kick Starter Kit: 7–10 working days
– Fundraising Review Kit: 7–10 working days
– Complete Fundraising Kit: 20–30 working days

You can upgrade your package anytime or transition to ongoing monthly support. Think of us as your fractional CFO — responsive, structured, and built for your stage, without the cost burden of a full-time headcount.

Yes. Many clients start with a one-off kit and transition into a CFO-as-a-Service plan for continuous guidance, reviews, and fundraising support. You can upgrade your plan at anytime.

Advisory hours and social media support are delivered with the same care and structure as our core services:

Advisory Hours
– Delivered via 1:1 virtual meeting tailored to your needs — from financial model review to investor engagement preparation to cash flow planning.

Social Media Support
– Designed for founders who want a stronger LinkedIn presence. We align on tone and goals, then provide draft posts for review, visuals, and scheduling support – all designed to position you as a thought leader without the stress.

Both services are structured, practical, and built to give you leverage.

We understand that plans change. We offer one reschedule for advisory sessions with at least 24 hours’ notice.

As our work is hands-on work and time-based, refunds are not available once work has begun. However, if something feels off — talk to us. We’re here to help, not to hide behind fine print.