CFO as a Service for companies that want to grow with control.
CFO, FP&A and Advisory to turn finance into better decisions — without the cost of a full-time senior finance team.
Investor Mindset. Operator Precision.
We think like investors because we understand capital, risk and return — but our core work is placing strategic financial leadership inside your company. Not just advisors. Not just financiers. An extension of your leadership team.
Your company grew. Did your financial structure grow with it?
Revenue grows, but cash flow stays under pressure.
You know how much you sell, but not exactly where you generate margin.
The budget exists, but does not guide decisions.
The forecast is not reliable.
The CEO still makes financial decisions without enough information.
The company is growing, but is not ready to raise capital.
Complexity has grown faster than the financial structure.
This is where strategic financial leadership makes a difference.
Three ways to install strategic financial leadership in your company.
CFO as a Service, FP&A as a Service and Advisory — to structure finances, plan with precision and prepare your company to grow and raise capital.
CFO as a Service
Your CFO. Without hiring a full-time CFO.
- Financial strategy
- Cash Flow Management
- Budget & Forecast
- KPIs and Management Reporting
- Capital Allocation
- Pricing and profitability
- Financial governance
- CEO and leadership support
We do not just deliver reports. We participate in the decisions that move the business.
FP&A as a Service
Stop managing by the rearview mirror.
- Budget and Rolling Forecast
- Management P&L
- Cash Flow Forecast
- KPIs and Executive Dashboard
- Budget vs. Actual
- Scenario Planning
- Unit Economics
- Performance analysis
You begin to know not just what happened, but what will likely happen — and what to do next.
Advisory
Important decisions demand more than a financial report.
- Fundraising and Debt Advisory
- M&A and Valuation
- Capital structure
- Investor Readiness
- Restructuring
- Capital Allocation
- Governance
- Strategic Transactions
We step in when the decision requires financial vision, capital discipline, and an investor perspective.
We think like investors because we know the other side of the table.
Our experience with direct capital and investment structuring deepens the perspective we bring to every company. We understand risk, return, liquidity, valuation and capital allocation not just as financial concepts, but as business decisions.
Advisory and preparation
We structure, plan and prepare your company to raise capital and grow — guiding the process at your side.
Direct investment
When we believe in the thesis, we co-invest or deploy our own capital — taking on risk alongside you, not just fees.
What changes when a company gains strategic financial leadership?
More predictability
You anticipate cash flow, results and capital needs.
More control
KPIs, margins, costs and performance are tracked in a structured way.
Better decisions
The CEO makes decisions with data, scenarios and financial impact.
Growth with discipline
The company grows without turning growth into cash destruction.
Capital readiness
The company becomes ready to engage with banks, investors and strategic partners.
How we deliver strategic financial leadership.
Diagnostic
Financial X-ray and definition of the objective (grow, raise capital, restructure).
Structuring
CFO + FP&A: forecasting, KPIs, governance and controls.
Preparation
Investor readiness: modeling, narrative and clean-up.
Execution
Advisory: conducting the fundraise, M&A or restructuring.
Expansion
Ongoing performance management and the next growth cycle.
An extension of your financial leadership.
Investor DNA — We think capital like those who have allocated and built — since 2014. We understand risk, return and allocation as business decisions.
Independence — No products to push, no institutional agenda. Our only commitment is to your results.
Recurring presence — We participate in the decision routine, not just one-off projects. We anticipate problems rather than reacting to them.
Where we operate.
For companies at an inflection point.
Growth Companies
Companies growing faster than their financial structure.
Founder-led Companies
Companies where the founder still concentrates financial decisions.
Scale-ups
Companies that need to professionalize FP&A and performance management.
Middle Market
Companies that need executive financial leadership without hiring a full-time CFO.
Companies Preparing for Capital
Companies preparing for fundraising, debt, M&A or expansion.
Companies we've built together.
We invest in and advise exceptional companies at inflection points — with capital, strategic finance, and growth architecture.
Cybersecurity & Digital Governance
Global
Brandvakt is a cybersecurity and digital governance company specializing in cyber resilience, critical infrastructure protection, and risk management in highly regulated corporate environments.
2026 · Seed investment
Technology · Future of Work
Brazil
HereWork is a technology platform for the future of work, connecting companies with the right specialists to deliver projects — with transparency, security, and efficiency in on-demand hiring.
Frequently asked questions.
Your next financial decision deserves a CFO in the room.
Discover where your financial structure can gain predictability, performance and decision-making capacity.
YD Investment Capital provides strategic-financial advisory services. It does not engage in intermediation, distribution of securities, management of third-party funds, or fundraising — activities subject to authorization by competent regulatory bodies.