CORPORATE FINANCE ADVISORY
Strategy is at the core of everything we do
Corporate finance experts for all your needs. Finance can be confusing and daunting — we're here to help you navigate the uncertainty so your team can make decisions with full confidence.
No pitch, no pressure, just a real conversation about your business.
BUILT BY FINANCE LEADERS WHO WORKED AT
$200M+
TRANSACTIONS DEPLOYED
20+
YEARS SENIOR FINANCE EXPERIENCE
6+
INDUSTRIES SERVED
2022
ADVISORS SINCE
Bringing that caliber of financial partnership to Canadian businesses.
WORKS WITH TOOLS YOU ALREADY USE
We're flexible — we plug into your existing stack, and can help you choose the right setup if you're starting fresh.
The real risk isn’t growth.
It’s growing blind.
Most founders and CEOs fly blind for too long — no clarity on margins, cash flow, or the levers for scale. And when growth comes, it only makes the cracks bigger. That's where things start to break.
— SERVICES
Helping you attain your goals.
Finance can be confusing and daunting. From day-to-day operational finance to high-stakes transactions, one team of advisors covers the full spectrum of your corporate finance needs.
OPERATIONAL FINANCE — RUNNING YOUR FINANCE FUNCTION
Fractional CFO
We'll use our extensive expertise to help you manage your company's financial functions as Fractional CFOs — senior leadership without the full-time cost.
FP&A & Forecasting
Budgets, financial models, and forward-looking forecasts that show you where the business is headed — not just where it's been.
TRANSACTIONAL SUPPORT— WHEN THE STAKES ARE HIGHEST
Fundraising
From understanding fundraising dynamics and investor needs to approaching the market — we support you through the entire raise.
Stakeholder Relations
Clear, consistent communication with investors, lenders, and boards — keeping the people behind your capital informed and confident.
From first conversation to full confidence.
01
Start the conversation
Get in touch and tell us about your business, your numbers, and where the uncertainty lies.
Actionable Reporting & Dashboards
We transform your financials into decision-making dashboards — not just spreadsheets — so you have clarity on margins, cash flow, and the levers for scale.
AR / AP
Structured receivables and payables management that keeps money flowing in on time and going out on your terms.
M&A & Deal Support
Financial diligence, contract negotiation, and commercial advisory — so you can approach a deal with confidence and close without issues.
— HOW IT WORKS
02
Define the engagement
Together we map the right mix of support — operational finance, transactional advisory, or both — matched to your goals.
Bookkeeping
Clean, accurate, and up-to-date books — the foundation every sound financial decision is built on.
Cash Flow Management
Visibility and control over your cash position, so you always know your runway and can plan growth with confidence.
Investor Materials
Pitch decks, financial models, and data rooms built to answer investors' questions before they ask them.
03
Advisors at your side
Experienced advisors embed with your team, delivering the data, insights, and strategic input to decide with full confidence.
— WHY CHOOSE US
Independence, experience, and strategic impact.
Seasoned CFOs across industries
Our fractional CFOs bring experience from SaaS, manufacturing, services, and more — providing insights tailored to your business model.
We are committed to providing unbiased and honest advice backed by data and insights.
Actionable Reporting
We transform your financials into decision-making dashboards — not just spreadsheets.
Built for SMBs & PE-backed growth
Our solutions are made for scale: from growing startups to private equity transitions, we've done it all.
— EXPERIENCED ADVISORS
Meet the team.
Our advisors combine independence, experience, and strategic impact.
Max
Founder & CEO
Steven
Director, Fractional CFO Lead
Aldreix Pabustan
Bookkeeper
Than
Associate
Christine Giselle Cueto (CJ)
Bookkeeper
Jane
Accounting Manager
Our clients.
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"Dextra was crucial in closing a major transaction for our organisation in 2022. Their expertise in financial diligence, contract negotiation and commercial advisory allowed us to approach the deal with confidence and close the transaction without any issues."
TCG Partners
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"Working with Dextra has simplified our financial processes and has helped us improve our internal reporting as well as decision-making process. Dextra is enabling us to make better decisions by providing the strategic input we need in order to address not only day-to-day decisions but also longer term, riskier investments driving the growth of the company. We are looking to continue working with Dextra for the long term."
Distributors Choice Inc.
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"Dextra Advisory was instrumental in supporting our operations and helping us navigate our finances. Additionally, their understanding of the fundraising dynamic and their approach to the market made a meaningful impact for us to secure new financing."
Laboratoire M2
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"We greatly value our collaboration with Dextra Advisory, as their profound expertise in investing enriches and empowers our cohort companies."
Desjardins Startup in Residence
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"Dextra was very helpful in assessing some of our financial data and to understand how it would relate to investors."
Crewdle
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"Dextra has been instrumental in helping us understand the fundraising dynamics and the investors’ needs during the process."
Protelicious
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Dextra’s financial management skills have been invaluable to us – they were able to rapidly take the reigns of our financing function when we had to manage a quick change in the organization. Their knowledge of the financing markets is above what we have seen before and provide the financial discipline needed to manage in times of economic turmoil and industry disruptions.
Fluent.ai
— FAQ
Common questions.
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A Fractional CFO gives you senior financial leadership without the full-time cost. We help manage your company's financial functions — cash flow, margins, reporting, and the strategic input your team needs to make decisions with confidence.
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Everything from raising funds to M&A — including financial diligence, contract negotiation, commercial advisory, investor readiness, and navigating fundraising dynamics.
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Our fractional CFOs bring experience from SaaS, manufacturing, services, and more — providing insights tailored to your business model, from growing startups to private-equity-backed companies.
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Reach out through the booking link or by email. We'll learn where your business stands, then define an engagement matched to your goals — operational finance, transactional support, or both.
— BLOG
From the Dextra blog.
Practical thinking on corporate finance, cash flow, deal-making, and what Canadian founders and operators need to know right now.
— GET IN TOUCH
Ready to make decisions with full confidence?
No pitch, no pressure, just a real conversation about your business. Book a free 30-minute discovery call and we'll listen first, then tell you honestly whether we can help.
Or reach us directly at info@dextraadvisory.ca
CONTACT DETAILS
PHONE
LOCATIONS
Toronto & Montreal, Canada