Extraordinary businesses are built along extraordinary partners

We work with companies facing pivotal moments that can redefine their futures.

Who we are

Founders, CEOs and executives operate under constant strain: often too close to the action to see all angles.

In today's business environment, leaders are required to make decisive calls under pressure, while building organizations that are resilient, scalable and profitable over time.

This is why sharp executives and board members seek advisors with exceptional intellectual and experiential capital.

In today's business environment, leaders are required to make decisive calls under pressure, while building organizations that are resilient, scalable and profitable over time.

Founders, CEOs and executives operate under constant strain: often too close to the action to see all angles.

This is why sharp executives and board members seek advisors with exceptional intellectual and experiential capital.

Tailor-made, straightforward and multidisciplinary advisory by those who have been on both sides of the table. At Upward, we work alongside founders, entrepreneurs, and leadership teams during the pivotal moments of a company’s journey — moments when capital, strategy, and execution intersect.

Whether preparing for a capital raise, evaluating strategic partnerships, pursuing acquisitions, or navigating a sale process, our role goes far beyond running a transaction: we work where strategy and transactions intersect.

Key areas of expertise

UpStrategy

Clarifying direction at pivotal moments of growth and transformation.

SeRVICES

Strategy review

Customer & product discovery

Strategic product roadmap

New business unit plan

CEO/Founder coaching

UpFinance

Aligning capital, governance and long-term value creation.

SeRVICES

Financial planning

Long-term forecasting & valuation

Mergers & acquisitions

Fundraising

Governance set-up

CFO coaching

UpExecution

Turning strategic intent into disciplined, measurable action.

SeRVICES

Operating rhythm review

Post-merger integration

Post-fundraising coordination

Key execs coaching

Our approach

The quality of the outcome is defined at the beginning. Before acting, restructuring or accelerating, we focus on building a solid foundation. That means asking the right questions, challenging assumptions and identifying what truly matters.

1
Map and build a solid foundation: ask the right questions, anticipate issues and define focus: IPR (Inflection Point Readiness)review.
2
Prepare, adjust the fundamentals of the business, course-correct if needed: Advisory Projects on Strategy, Finance and Execution.
3
Act and succeed on pivotal projects:Transactional Projects such as M&A and Fundraising.

In the pivotal moments of a company’s journey, leaders don’t need more opinions or intermediaries — they need a trusted partner who connects strategy and execution, bringing clarity to the decisions that shape the future.

Danielle Brants
Advisor | Investor
Who we are
Our Partners
AriseHealth logoOE logo2020INC logoThe Paak logoEphicient logoToogether logo

Upward Perspectives

Moments of Decision

Reflections on the strategic choices leaders face as companies grow and evolve.

Perspectives

When your closest network isn’t enough

The decisions that most shape a company’s future rarely begin as major strategic decisions.

Read article
Perspectives

The lived experience of making difficult entrepreneurial decisions

The decisions that most shape a company’s future rarely begin as major strategic decisions.

Read article

The conversation starts here

We work with a selective number of mandates, in senior-to-senior advisory projects.

If you are facing a moment that will shape the future of your company, we invite you to a confidential, exploratory conversation.

CONTACT US