Valentis


Services

Financial Director Services

At Valentis, we don't just deliver Financial Director services. We embed seasoned financial minds into your leadership team — whether you're gearing up for Series A, fine-tuning margins, or trying to keep pace with investor expectations. Based in London, we serve ambitious businesses across the UK who want more than number-crunching. They want financial foresight.

Picture this: you're in the boardroom, investors are circling, and your numbers need to speak volumes. That's where we come in. Our FDs bring street-smart commercial acumen, decades of real boardroom grit, and an instinct for growth that spreadsheets alone can't offer. We roll up our sleeves, get stuck in, and build the financial narrative that moves your business forward.

What is a Financial Director (FD) Service?

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A Financial Director (FD) service provides high-level strategic financial leadership without the need for a full-time executive. A financial director is not the same as a bookkeeper or accountant, who primarily focus on following the rules. They are responsible for developing long-term economic plans, establishing the company's business strategy, and ensuring its long-term success. They do more than provide numbers; they assist with decisions regarding growth planning, cash flow forecasting, risk, tax strategy, and profitability by making sense of complex financial data and offering boardroom-level insight.

At Valentis, we offer our outsourced financial director services to UK businesses that demand more than just financial management. Our virtual FD solution provides the same level of expertise as a traditional finance director but with greater flexibility and cost-effectiveness. It's built into your business rhythm, allowing you to use it when needed. You'll receive proactive board reporting, scenario modelling, stakeholder communications, and hands-on assistance tailored to your leadership style.

This gives you the business clarity, control, and confidence to make quick decisions without the high cost of hiring an in-house FD. We work with scale-ups, franchises, VC-backed companies, and growth-stage companies that require a flexible and knowledgeable financial partner to help them move forward. With Valentis, your FD doesn't just watch. They provide guidance, deliver results, and advance your finance function.

Our Approach to FD Services

We don't think that one size fits all when it comes to financial director services at Valentis. Every business has its way of conducting business, communicating with others, and leading. That's why we begin by understanding your financial structure, strategic objectives, and stakeholder expectations. Then we can develop a solution that works for you.

We can help you with whatever you need, whether it's weekly board-level insights, monthly management accounts, or quarterly growth planning. Our outsourced financial director acts as an embedded strategic partner, working either with your internal team or independently of it. They help with everything from group consolidation and capital structure advice to tax planning and exit readiness.

Management Accounts

We prepare tailored management accounts that help you move beyond the basics. Instead of generic reports, we deliver customised monthly packs focused on real KPIs — profitability, burn rate, cost drivers and margins. We help you understand what's driving (or hindering) performance so that you can take action early.

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Budgets and Forecasts

Our Financial Director team builds budgets that drive confidence, not just compliance. From rolling 12-month forecasts to multi-scenario models and investor-ready projections, we align planning with your operational and commercial ambitions.

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Reporting on Futrli

We use Futrli to deliver fully interactive, visual reporting for directors and stakeholders. Your numbers, board-ready — with dashboards, trend visuals, cash flow forecasts and alerts that help leadership stay firmly in control.

Business Growth Advice

We help you model and plan sustainable growth. Whether you're expanding to a second site, launching a new service line, or looking to scale infrastructure, we'll stress-test plans, validate pricing, and track ROI against live KPIs.

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Board Room Meetings

We attend key board meetings as your outsourced FD — preparing financial packs, offering commentary, answering investor questions, and giving you the assurance of high-level support where it matters most.

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Virtual CFO

We also offer Virtual CFO services — giving startups and high-growth firms strategic financial leadership, cash flow insight, and investor-grade reporting without the cost of a full-time CFO.

Benefits to Your Business

Hiring Valentis as your outsourced financial director will have a measurable effect. We provide decision-makers with accurate financial data, enabling them to make informed decisions more quickly, understand margins and overhead more clearly, and establish trust with investors. Our team gives you clear, consistent reports that help you plan with confidence. We don't just manage your books; we also help you prepare for growth, determine the level of risk you're willing to take, and assess how your financial decisions impact your overall performance. We step in where the spreadsheets stop making sense. And we stay until you don't need us.

Here's what you actually get from a Valentis FD:

  • Clarity

    Know where you stand, what's ahead, and what needs fixing

  • Confidence

    Sit in front of investors without breaking a sweat

  • Control

    Make spending decisions without second-guessing

  • Control

    Make spending decisions without second-guessing

  • Capability

    Gain firepower without the full-time salary

Who Should Use Our Financial Director Services?

  • 01You're chasing Series A or B and your pitch deck is all vision, no numbers
  • 02You're managing multiple sites or franchises, and visibility is patchy
  • 03Your finance team is stuck firefighting month-end
  • 04The board wants answers and your spreadsheets aren't cutting it
  • 05You're knee-deep in CIS regulations and can't see the wood for the trees

Systems and Tools We Use

At Valentis, we utilise top-tier cloud accounting and forecasting tools to provide your business with a competitive advantage. We seamlessly integrate with Xero, QuickBooks, Futrli, Float, and Fathom, providing you with real-time insights, live dashboards, automated reminders, and comprehensive reports for the entire board. These platforms make it easier to view your finances, make predictions, and reduce mistakes made manually. Our systems ensure that every stakeholder receives accurate, consistent, and clear information, whether you require monthly reports or detailed scenario planning.

Xero
QuickBooks
Futrli
Float
Fathom

Common Scenarios We Solve

Scenario 01

Board packs that need more polish than a sales pitch

Scenario 02

Cashflow that keeps you up at night

Scenario 03

Forecasts that are more finger-in-the-air than fact-based

Scenario 04

Budgets getting chewed up as fast as you make them

Scenario 05

Strategic plans collecting dust while the business runs you

Frequently Asked Questions

Is this service suitable for pre-revenue companies?

Yes. We support startups from day one by helping them build structure, reporting cadence, and financial discipline early. Our outsourced financial director services provide founders with a strong foundation, including precise forecasting, compliant systems, and investor-ready reporting, even before revenue generation begins. This early structure increases investor confidence and helps drive smarter capital allocation from the start.

How do you bill for FD services?

We usually charge a set monthly fee that takes into account the size, frequency, and difficulty of your needs. This makes it possible to stick to a budget without any surprise costs. We provide you with clear, one-time quotes before we begin any project-specific work, such as creating board presentations or preparing funding proposals. Our billing is transparent, adaptable, and tailored to your stage of growth and the way you run your business.

Can you work with our internal finance manager?

Yes. We regularly work alongside in-house finance managers to enhance clarity, controls, and decision support. While your finance lead handles day-to-day transactions, we elevate the bigger picture by providing strategic input, board-level analysis, and planning support. This approach ensures that your financial infrastructure aligns with your business objectives and that your leaders stay informed with high-quality reporting.

Do you help with raising investment?

Absolutely. We support fundraising efforts by helping you prepare detailed financial models, credible forecasts, investor presentations, and strategic packs. Our FD service ensures that your business case is financially sound and your narrative aligns with the numbers. We also assist during due diligence and investor Q&A, providing a structured and confident approach when raising capital.

Do you work with early-stage startups?

Yes, many of our FD clients are new businesses that have received venture capital funding. We help them build investor confidence by giving them strategic planning, management packs, and KPI visibility. We give you the financial rigour and clarity you need to grow quickly and impress stakeholders, whether you're pre-seed or pre-Series A.

Is this service cost-effective compared to a full-time FD?

Yes. Hiring Valentis gives you access to senior-level financial leadership without the full-time cost. Our outsourced FD service offers the insight and accountability of an in-house director at a fraction of the price. You get expert help with reporting, planning, and communicating with the board, all tailored to your needs and not your payroll.

Strategic Finance Conversation

Let's Start With a Strategic Finance Conversation

Valentis is here to help you if you're ready to stop putting out fires and start making wise, bold choices. We've helped UK businesses navigate funding rounds, prepare for growth, manage board changes, and plan successful exits. Before you start talking, it's essential to know what you want to achieve from the conversation and have a clear plan to follow. Let us know where you're going, and we'll help you get there with confidence. Please fill out the form, and one of our senior advisors will contact you.

Valentis
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