Financial Advisory Program
A subdivision of Triton Trading Group delivering high-quality, data-driven insights to early-stage startups. We prioritize accessibility, impact, and personalized attention.
What We Do
01
Integrate technology into existing systems for better workflow and efficiency.
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Full-funnel marketing support from training and strategy to ad creation and content.
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Data-driven financial analysis and strategic modeling for informed decisions.
Team Structure
Each engagement is staffed with a dedicated team to ensure quality and accountability.
Engagement Lead who owns delivery and the client relationship. Primary point of contact, relays information, and manages scope, risks, and budget.
Drives analysis and task delegation. Manages consultants and analysts, supports the Team Leader, and synthesizes findings into actionable insights.
Executes analysis and supports solution design. Conducts research, develops presentation materials, and identifies insights from data.
Provides analytical and operational support including market research, note-taking, action tracking, and data gathering and cleaning.
Skill-based role for high-impact tasks requiring specific expertise: advanced modeling, technical configuration, financial structuring, or specialized research.
Engagement Model
Initial interaction: discovery call, discussion of client needs and goals, preliminary assessment, proposal development, and contracting (NDA).
Project initiation and diagnosis: introduce project teams, confirm objectives, divvy tasks, data collection, current-state assessment, and findings report.
Strategy and solution design: develop recommendations with strategic options, financial analysis, and resource mapping. Workshop with company to review and refine.
Finalization and implementation: send deliverables, get executive approval, execution support with internal briefing and project roadmap, performance monitoring with KPI dashboard.
Project close: final evaluation against success metrics, documentation handover, team training, final report, executive summary presentation, and sign-off.
*Timeline subject to change
Pricing
Basic
Core deliverable: quick analysis and model.
Standard
Core deliverable plus insights, presentations, full model, and report.
Premium
Standard package plus implementation support with full research, deck, and model.
*Price is not fixed and is subject to change depending on situation. Monthly advisory retainers also available.
Get Started
Reach out to discuss your project scope, timeline, and how our team can support your business.
Email the FAP TeamDisclaimer: We are not licensed financial advisors and do not provide professional financial advice. Our services are educational, analytical, and informational.