Strategic finance and growth support for founder-run businesses.

Helping companies build clarity, organize their financial story, and navigate important capital and strategic decisions.

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About Us

Built for Founder-Led Companies Navigating Their Next Stage

Heritage Advisory supports founder-run businesses by providing forward-looking strategic finance guidance designed to bring structure, clarity, and credibility to key decisions.

The focus is on building an investor-grade financial model, sharpening your operating narrative, organizing the mechanics behind major initiatives, and helping you speak confidently to external stakeholders.

"Heritage Advisory also brings experience working directly with investors, partners, and decision-makers from an institutional finance background."

Scope of Services

Tailored support for your goals and timeline.

Forward-Looking Financial Model

  • Revenue build by channel
  • Unit economics & contribution margin
  • Cash runway & burn visibility
  • Scenario planning (base / upside)
  • Valuation benchmarks

Capital & Presentation Readiness

  • Deck refinement or rebuild
  • Model-driven charts & insights
  • Use-of-funds roadmap
  • Narrative positioning
  • Preparation for external reviews

External Communication Support

  • Talking points and Q&A frameworks
  • Sequencing or outreach planning
  • Attendance on select external calls
  • Follow-up materials & diligence

Strategic Finance (Ongoing)

Lightweight Extension

  • Monthly/quarterly KPI dashboards
  • Burn & runway visibility
  • Scenario planning tied to decisions
  • Resource & headcount planning

Future Support (As You Scale)

Available when and if needed, not part of the initial scope.

• Partnership and distribution evaluation

• Support during early strategic discussions

• Financial impact modeling for integrations

• Prep for potential interest from buyers

Project-Based Pricing

Every engagement is tailored to your goals, timeline, and level of support.

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About Navjot

Founder & Strategic Advisor

Navjot has experience across investment banking, investing, and strategic advisory, working directly with founders, operators, and investor groups. She brings analytical rigor, disciplined modeling, and clear communication to help founders navigate high-impact financial and strategic decisions.

Ready for the next stage?

If you're preparing for a key decision or need strategic financial clarity, Heritage Advisory is happy to help.

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