AI-Enabled Financial Analysis for Startups and Small Busines
The Problem
Most growing businesses need better financial analysis — but not a full-time finance team.
You may need a valuation, forecast, investor model, board deck, pricing analysis, or monthly reporting package. But hiring a full-time analyst, controller, or CFO can be expensive and unnecessary.
Generic AI tools can help, but they are not enough on their own. They can make mistakes, miss context, use weak assumptions, or produce analysis that looks polished but does not hold up under scrutiny.
That is where Vida Finanza fits in.
The Solution
AI-assisted analysis, reviewed by a real finance expert.
Vida Finanza uses AI to make financial analysis faster and more efficient, but we do not outsource judgment to AI.
We use AI to help with research, modeling, data organization, first-draft analysis, document review, and presentation development. Then we apply professional finance judgment to fact-check, reconcile, refine, and interpret the results.
The result: high-quality financial work at a lower cost and faster pace than traditional consulting.
What We Do
Fixed-fee financial analysis and outsourced FP&A support
Financial Models & Forecasts
Driver-based models, cash flow forecasts, scenario analysis, startup projections, hiring plans, and investor-ready financial models.
Business Valuations
Valuation snapshots, DCF analysis, comparable company analysis, transaction multiples, sensitivity tables, and valuation memos.
Investor & Board Materials
Pitch deck financial slides, fundraising support, board reporting packages, KPI summaries, and investor narratives.
Monthly FP&A Support
Budget vs. actual reporting, variance analysis, KPI dashboards, cash runway tracking, and management reporting.
Strategic Finance Projects
Pricing analysis, unit economics, profitability reviews, acquisition analysis, debt capacity, and capital planning.
Why Vida Finanza
AI efficiency. CFO-level judgment.
Vida Finanza is led by Austin Liggett, CFA, CAIA, MBA, a finance professional with 15+ years of experience across investment research, alternative investments, FP&A, valuation, and strategic finance.
We are built for business owners, founders, and small teams that need better financial insight without the cost or complexity of building an internal finance department.
What makes us different:
- Human-reviewed AI workflows — AI speeds up the work, but a finance expert owns the conclusion.
- Credentialed expertise — CFA, CAIA, MBA, and 15+ years of real-world finance experience.
- Fixed-fee options — clear deliverables, transparent scope, and no bloated consulting retainers.
- Decision-ready outputs — models, reports, and decks designed for action, not just analysis.
- Startup and small-business focus — practical finance support for companies that need answers quickly.
Trust
AI is powerful. But financial decisions still need human judgment.
We believe AI should make financial work faster, not careless.
That is why Vida Finanza uses a human-in-the-loop approach. We validate assumptions, review source data, check outputs for reasonableness, and translate the analysis into clear business implications.
You do not just get a model or report. You get a finance partner who can explain what it means.
Ready for better financial analysis without hiring a full-time finance team?
Whether you need a valuation, forecast, investor model, pitch deck support, or ongoing FP&A, Vida Finanza can help you move faster with confidence.
Book a Free Consultation
Email: apliggett@gmail.com
Phone: 805.341.1737