Financial Clarity and Actionable Insights

Financial Planning & Analysis for Growth

Financial Modeling & Forecasting

Build custom financial models and forecasts to guide decision-making, manage cash flow, and anticipate growth opportunities—tailored for startups and small businesses

Expert guidance on budgeting, fundraising prep, KPI selection, and investor-ready reporting to help you scale efficiently and meet key milestones

Deliver clear, actionable financial dashboards and deep-dive analytics for tracking performance, optimizing resource allocation, and supporting faster, smarter growth

Startup Planning & Advisory

Insightful Reporting & Dashboards

Empowering Confident Financial Growth for Ambitious Companies

Lucid Insights provides startups and growing businesses with executive-level financial planning, analysis, and advisory—on a flexible, as-needed basis. Benefit from a decade of Fortune 500 finance expertise, bringing you:

• Custom financial models and forecasts to manage cash, growth, and runway

• Actionable budgeting and scenario planning that keeps you ready for what’s next

• Clear, founder-friendly dashboards and reporting that drive smart decisions

By partnering with Lucid Insights, you access the strategic insight and financial discipline of a seasoned finance leader—without the overhead or risk of a full-time hire. Our approach ensures you receive tailored solutions for each growth stage, helping you raise capital, optimize resources, and build lasting value.

Key Industries Served

We serve all industries with an emphasis in the following;

Technology / SaaS / FinTech

Fast-growing, venture-backed, and capital-intensive startups requiring robust modeling, scenario planning, and fundraising support

Professional Services

Consulting, legal, marketing, and engineering firms often need advanced revenue recognition, project-based profitability analysis, and strategic advisory

Businesses with inventory, rapid scaling, and direct-to-consumer models requiring cash flow, supply chain, and margin analytics

E-commerce & Retail

Manufacturing / Distribution

Healthcare

Startups, clinics, and SaaS-based service providers specializing in compliance, growth strategy, and payment cycles

Companies needing process improvement, cost control, and working capital optimization as they scale production

Contractors & Skilled Services

Construction, HVAC, plumbing, electrical, landscaping, auto care, specialty fabrication, and more

Get in touch