DMW Advisory

INDUSTRIES WE SERVE

Financial Leadership for Every Growth Stage

We bring Wall Street experience and AI-powered delivery to companies doing $5M–$50M in revenue. The financial challenges of scaling — cash flow, reporting, fundraising, and strategic planning — are universal. Our approach is tailored to yours.

10+
Industries Served

$5M–$50M
Revenue Sweet Spot

15+
Years Experience

CFA
Chartered Financial Analyst

💻

SaaS & Technology

MRR/ARR metrics, fundraising prep, burn rate management, and financial modeling for tech companies scaling to their next milestone.

SaaS MetricsFundraisingBurn Rate

Learn More →

🛒

E-Commerce & DTC

Inventory optimization, unit economics, cash flow forecasting, and margin analysis for brands selling direct or through marketplaces.

Unit EconomicsInventoryCash Flow

Learn More →

🎓

Education Technology

Subscription economics, grant accounting, blended revenue models, and compliance reporting for EdTech companies.

SubscriptionsGrantsRevenue Models

Learn More →

🏥

Healthcare & Digital Health

Reimbursement modeling, compliance cost management, rapid scaling support, and financial infrastructure for health companies.

ComplianceReimbursementScaling

Learn More →

📊

Professional Services & Agencies

Project profitability tracking, utilization metrics, resource planning, and partner compensation modeling for services firms.

ProfitabilityUtilizationResource Planning

Learn More →

🤝

Nonprofit & Mission-Driven

Grant compliance, restricted fund accounting, board reporting packages, and financial sustainability planning for mission-driven orgs.

Grant ComplianceBoard ReportingSustainability

Learn More →

🏭

Manufacturing & Supply Chain

Cost accounting, inventory optimization, tariff impact modeling, and capacity planning for manufacturing operations.

Cost AccountingInventoryCapacity

Learn More →

⚡

Clean Energy & Climate Tech

Tax credit optimization, project finance structuring, grant management, and investor reporting for energy companies.

Tax CreditsProject FinanceGrants

Learn More →

🏦

Fintech & Financial Services

Regulatory compliance cost tracking, unit economics, lending model analysis, and investor-ready reporting for fintech companies.

RegulatoryUnit EconomicsLending Models

Learn More →

🍽️

Food & Beverage / CPG

COGS management, co-packing margin analysis, retail expansion modeling, and cash flow optimization for F&B and CPG brands.

COGSCo-PackingRetail Expansion

Learn More →

Don’t See Your Industry?

We work with growing companies across every sector. If your company is doing $5M–$50M and needs financial leadership, we can help.


Book Your Free Consultation →

DMW Advisory

AI Financial Advisor — Typically replies instantly