Global Advisory · Built for Growth

Your business,
financially stronger.

Safana brings institutional-grade financial thinking to high-growth businesses — fintech, digital commerce, and cross-border operators who need a CFO's judgment without the full-time cost.

50+
Engagements completed
5
Sectors of focus
6
Practice areas
100%
Senior-led delivery
Our approach
Niche by design. Senior by default.

We operate at the intersection of finance, technology, and cross-border commerce — sectors where generalist advice costs more than it's worth.

Sectors we serve
Fintech & Payments
Neobanks · processors · payment infrastructure · wallets
Digital Commerce
E-commerce · D2C brands · online marketplaces
Crypto & Digital Assets
Treasury management · payment rails · compliance
Import & Export
Cross-border payments · FX exposure · settlement
Growth-stage Companies
Founder-led businesses scaling toward Series A–C
Why Safana
01 — Niche by design
We only work with sectors we know cold
We have turned down engagements outside these sectors. Our clients get advisors who have seen their exact problem before — not someone learning on the job.
02 — Senior-led, always
No juniors. No handoffs. No templates.
Every engagement is run by a principal. The person in your first session is the person doing the work.
03 — Operator mindset
We advise like owners, not consultants
We understand payment rails, compliance costs, treasury risk, and margin pressure from the inside — not from a slide deck.
04 — Candour over comfort
We say what others won't
We do not optimise for repeat engagements by telling clients what they want to hear. Our measure of success is your outcome.
How we work
A process built for results

Every engagement follows the same rigorous structure — from first conversation to final deliverable.

Step 01 — Discovery
We listen before we advise
The introductory session is diagnostic. We ask the questions most advisors skip — about your unit economics, your cash position, your exposure, and your real constraints.
Step 02 — Diagnosis
We identify the real problem
Most businesses we work with have already identified a symptom. Our job is to find the root cause — combining financial analysis with operational context to surface the issues that actually matter.
Step 03 — Delivery
We build and stay accountable
We do not deliver reports and disappear. Every engagement ends with a concrete action plan — owners, timelines, and measurable outcomes. For ongoing mandates, we remain accountable to the numbers alongside you.
Practice areas
Six areas. One focus.

Each engagement is led by a senior advisor — no juniors, no templates. Scope and fees are discussed and agreed after your introductory session.

Fees are agreed after your first session. The only upfront cost is the introductory session fee.
Fractional · ongoing
CFO as a Service
A dedicated senior CFO embedded in your business — strategy, forecasting, reporting, and investor-ready financial infrastructure, scaled to what you need each month.
  • Dedicated principal on demand
  • Financial strategy & KPI architecture
  • Investor, board, and lender reporting
  • Fundraising and M&A support
Project-based
Financial & Operational Analysis
A structured deep-dive into your financial and operational model — surfacing inefficiencies, cost leakages, and growth levers that are not visible at the surface level.
  • Full financial model review
  • Operational cost analysis
  • Prioritised improvement roadmap
Advisory session
Growth Strategy
A focused engagement to build a credible financial roadmap for your next phase — whether that is scaling revenue, entering new markets, or optimising your capital structure.
  • Growth levers and sequencing
  • Unit economics review
  • Capital and funding strategy
New
Managed setup · US-based
Business Bank Account
End-to-end guidance on opening a US-based business bank account — provider selection, documentation, and full setup for companies that operate across borders.
One-time fee
$199
Full setup included
FedwireACHSWIFTOn-rampOff-ramp
Suited for
E-commerceCryptoFintechImport & Export
Rapid diagnostic
Diagnostic
Financial Health Scan
A comprehensive assessment of your company's financial health — liquidity, profitability, solvency, and operational efficiency — with a prioritised findings report and debrief.
  • Liquidity and solvency analysis
  • Profitability and efficiency scoring
  • Risk flags and recommended actions
Open inquiry
Not sure where to start?
Book a session to discuss your situation. We will identify the right engagement type, scope, and approach for your business — with no obligation to proceed.
  • Open agenda — your priorities
  • Service and scope recommendation
  • No commitment required
Impact
Where we've made a difference

A selection of engagements across our client base. Sector-specific, outcome-driven, and built on senior advisory from day one.

01
E-commerce margin recovery
Helped an online retailer identify $340k in recoverable costs through supplier renegotiation and fulfilment restructuring — increasing gross margin by 11 points within two quarters.
02
Fintech onboarding overhaul
Reduced client onboarding time by 60% for a payments company by redesigning their KYC architecture with AI-assisted compliance tooling — cutting cost-per-acquisition by a third.
03
Crypto treasury governance
Built a treasury governance framework for a crypto-native company with $12M in digital assets — covering exposure limits, settlement protocols, and board reporting standards.
04
Fractional CFO intervention
Stepped in as fractional CFO for a Series A business burning cash without visibility. Rebuilt the financial model, identified a 4-month runway extension, and prepared the company for its next raise.
05
Cross-border payment restructuring
Helped an import/export operator eliminate $180k in annual FX losses and settlement delays by redesigning their payment rail strategy across three corridors.
06
Growth roadmap for Series A
Delivered a 24-month financial roadmap for a founder-led SaaS business ahead of its Series A — including unit economics, cohort modelling, and a capital allocation framework.
Start an engagement
Every engagement
begins with a conversation.

Secure your introductory session below. A senior Safana advisor will assess your situation and outline what a full engagement could look like.

Introductory session
A direct 15-minute conversation with a Safana principal. Come with your most pressing financial challenge — we will tell you honestly what we see and what we would do.
Introductory rate
$19.99
15-minute senior advisory session
One session fee confirms your slot and gives you direct access to a senior advisor. Full engagement scope and fees are discussed and agreed separately — no obligation to proceed.
Introductory rate for new clients.
Confirm your session →
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3
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Contact
Get in touch

Have a question or want to explore what an engagement with Safana could look like? Send us a message and we will respond within 24 hours.

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