Strategic Finance, Delivered with Precision

From forecasting to fundraising, Optavera partners with your team to drive clarity, control, and confidence in every financial decision.

What We Deliver

Executive-Level Strategy & Planning
Financial Modeling & Forecasting

Whether you need interim FP&A leadership or strategic modeling expertise, we fill critical finance gaps with precision.

We equip founders and finance teams with the frameworks and insights needed to scale responsibly and plan effectively.

We build dynamic, investor-ready models that guide funding decisions, resource planning, and business growth.

Custom Strategy & Advisory

Strategic Insights

We deliver actionable insights through advanced financial modeling and fractional FP&A support—helping businesses plan with confidence and scale sustainably.

Recent Projects

Explore selected client engagements showcasing our work in financial planning, performance analysis, and fundraising readiness. Each project demonstrates our commitment to delivering measurable results and long-term financial impact.

What Our Clients Say

Rachel L.
Co-founder, B2B SaaS platform
Mark D.
VP of Finance, Growth-stage Fintech

Optavera helped us move from reactive reporting to proactive decision-making. Their FP&A support gave us board-ready forecasts, scenario planning tools, and clarity around burn efficiency during our expansion into the U.S. market. The team brought strategic depth and executional rigor that made a measurable difference.

In less than 90 days, Optavera rebuilt our financial model, implemented key operating KPIs, and guided our executive team through budget realignment. Their insights directly supported our investor conversations and helped us optimize hiring decisions. They act like an embedded strategic finance partner.

Our Process

Initial Assessment
Tailored Solutions
Implementation Phase

We begin with a deep review of your financial setup to identify key gaps, risks, and growth opportunities—tailored to your business context

We build financial models and strategic plans aligned to your goals, using data-driven insights to support scalability and smart decision-making.

We implement and iterate on the strategy, offering ongoing support to keep your financial operations agile, resilient, and investor-ready.

How we work with clients to deliver strategic finance outcomes

About Jan

Founder | Head of Strategic Finance at Optavera

I’m a strategic finance professional with 10+ years of experience in FP&A, forecasting, and operational planning. Through Optavera, I help growth-stage companies bring clarity to complexity—building models, aligning teams, and driving strategic decisions with confidence.

  • Financial Strategy

  • Board & Investor Reporting

  • Forecasting & Scenario Modeling

Partners

At Optavera, we work closely with businesses to sharpen financial strategy, strengthen modeling, and unlock decision-making clarity.

Our partnerships are built on trust, insight, and shared growth goals—helping organizations thrive through every stage of scale.