BLUMELSTRATEGIC FINANCELet’s talk
Hands-on finance for software & AI companies

I build your finance system.
Then run it with you.

Clear numbers and hands-on support for hiring, spending
and funding decisions.

Let’s talk →See the system ↓
Experience from prior roles

Stifel · BMO · Constellation Software

Who I work with

From early-stage startups to established software businesses.

I work with founders and finance teams to build or strengthen their finance function, with reliable numbers and hands-on support for growth, hiring and capital decisions.

How the system works

Your numbers, ready for decisions.

Built around your definitions, using outputs from the tools you already use.

  1. 1

    Your data, structured

    Exports organized around your business definitions.

  2. 2

    Checked numbers. My sign-off.

    Fixed calculations. AI investigates exceptions.

  3. 3

    Know what’s driving the business.

    AI builds on approved numbers to uncover insights. I help you decide where to invest, what to change and when to act.

♙   Your data stays in your company’s own environment.
Interactive demo

See the system in action.

See what the numbers reveal.

Choose an example to see the analysis.

Interactive demo · Illustrative data
Which marketing campaigns bring better customers?

Paid search pays back in 8 months versus 15 for paid social.

My recommendation

Stage the hires if preserving 18 months of runway is the priority.

Rules calculate. AI investigates. I review and advise.

Explore the full demo ↗
How I work

Built for your business.
Run with you.

01

Set up your foundation

Your definitions, metrics and workflows, configured into the system.

02

Work together every month

Review performance, update the forecast and make hiring, spending and capital decisions.

Fundraising & debt support

Raising capital?

View transaction experience →

Investor-ready financials

Organized data room

Debt raise support

Experience from prior roles

Finance experience across the growth cycle.

Stifel

Growth finance · VC-backed software

BMO

Private credit · PE-backed businesses

BMO

Corporate finance · Public & large private

Constellation Software

Software acquisitions

$1.7BFinancings underwritten
$4.4BDebt portfolios managed
Philip Blumel
About Philip

Business roots.
Finance discipline.

I grew up in a family wholesale business supplying Costco and Walmart, then worked in institutional finance with public, PE-backed and VC-backed companies. I bring both perspectives to your business.

Let’s talk ↗My background ↗Read my writing ↗
BLUMELSTRATEGIC FINANCE
Let’s Talk
For software & AI companies

I build your
finance system.
Then run it with you.

Clear numbers and hands-on support for hiring, spending and funding decisions.

Let’s talk See the system ↓
Experience from prior roles

Stifel · BMO · Constellation Software

The core is built. I tailor it to your business.

Who I work with

From early-stage startups to established software businesses.

I work with founders and finance teams to build or strengthen their finance function, with reliable numbers and hands-on support for growth, hiring and capital decisions.

The system

Your numbers,
ready for decisions.

  1. 1

    Your data, structured

    Exports organized around your business definitions.

  2. 2

    Checked numbers. My sign-off.

    Fixed calculations. AI investigates exceptions.

  3. 3

    Know what’s driving the business.

    AI builds on approved numbers to uncover insights. I help you decide where to invest, what to change and when to act.

Your data stays in your company’s own environment.

See how the system works

Built on your business.

  1. 01

    Structure

    Your exports, mapped to your definitions and workflows.

  2. 02

    Calculate

    Deterministic formulas calculate and reconcile the numbers.

  3. 03

    Investigate

    AI examines exceptions and links back to source records.

  4. 04

    Review

    I resolve issues and sign off before reporting.

  5. 05

    Use

    Approved numbers power reports, forecasts and AI-supported insights.

Structured → Checked → Approved

The core is built. I configure it for you.

See what the numbers reveal.

Choose an example to see the analysis.

Interactive demo · Illustrative data
Can we afford two hires?

Two hires reduce runway from 18 to 14 months.

My recommendation

Stage the hires if preserving 18 months of runway is the priority.

Rules calculate. AI investigates. I review and advise.

Open the full demo ↗

Run with you every month.

Reviewed reporting, an updated forecast, and clear next steps for your business.

Fundraising & debt

Ready for the next raise.

Clear financials, a credible story, and the support you need to move forward.

Investor-ready financials

Clean, credible models and materials that build investor confidence.

Organized data room

Structured, due diligence-ready information to keep your raise on track.

Debt raise support

Help with lender materials, modeling and the investment process.

Experience from prior roles

Across the growth cycle.

Experience across the entire growth cycle: VC-backed, PE-backed and public companiesVC-backedPubliccompaniesPE-backedExperienceacross the entiregrowth cycle
Stifel · Growth Finance
$150M+financing underwritten
BMO · Private Credit
$600M+LBO financing
BMO · Corporate Finance
$1B+M&A and buyout underwriting
Constellation Software
M&A sourcing
About Philip

Business roots.
Finance discipline.

Philip Blumel

From a family wholesale business supplying Costco and Walmart to institutional finance. Both perspectives, working for your business.

LinkedIn ↗My background ↗Writing ↗