(504) 380-0265 info@trepwise.com 2259 Oretha Castle Haley Blvd New Orleans, LA

Finance & Fund Development

Managing the financial demands of a business can be overwhelming. We’re here to help you carry the load.

Our financial advising services prioritize providing business owners insights into their current situation — analyzing cash flow and profitability to understand how they make money and identifying opportunities for cost-savings. We also provide support in setting up tracking systems and business dashboards that incorporate financial metrics. Using existing data, clients will be able to visualize their business model and use this deepened understanding to set financial goals.

To position clients for sustainable growth we must look beyond the present.

Our team of advisors are experts at using financial models to help clients plan for the future. For organizations at crossroads, trepwise can build financial models to demonstrate implications of strategic decisions or forecast the expected impact of a growth plan. We also work with companies to prepare for liquidity events, providing those seeking investment with pitch development and coaching and business valuation services to companies preparing for a market exit.

For our non-profit clients, we work to develop sustainable business models that combine grants, traditional philanthropy, and earned income strategies. trepwise has expertise in working with non-profit staff to determine how they can diversify their revenue streams through earned income strategies that are aligned with and further their mission.

Services Include:

Financial Modeling

  • Growth Model
  • Product or Service Launch
  • Physical Expansion and Build-Out


  • Budget Creation
  • Variance Tracking
  • Software Solution Assistance

Investor Readiness

  • Pitch Development
  • Pitch Coaching
  • Business Valuation

Fund Development

  • Diversified Revenue Streams
  • Grant Support
  • Pipeline Tracking
  • Capital Campaigns

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