Strategic Budgeting, Burn Rate Control & Executive Support During Transition

Industry: Cryptocurrency Exchange
Type: Financial Turnaround & Planning
Duration: Emergency Support Engagement
Location: Global

Project Overview

A cryptocurrency exchange platform was undergoing a challenging transition due to internal disputes between founding partners. A new CEO was appointed to stabilize the company, assess financial health, and make informed decisions around budgeting, burn rate, and cash flow management.

Finalysiz was engaged as the financial strategy and analysis team to support the CEO with data-driven insights, liquidity tracking, and strategic financial planning during this sensitive period.

Scope of Work

• Financial Analysis & Review
• Budget Development & Cash Flow Forecasting
• Burn Rate Monitoring
• Liquidity Planning
• CEO Financial Advisory
• Strategic Decision Support

The Challenge

The company lacked up-to-date financial data, clear visibility into its cash position, and a structured budget. The internal leadership conflict had left financial operations in disarray, with pressing needs for clarity, cost control, and structured reporting. The newly appointed CEO required immediate financial support to create stability and inform next steps.

Our Approach

1. Comprehensive Financial Review
   We began by conducting a full review of the existing books and records to establish a clear picture of the financial baseline — including cash on hand, outstanding liabilities, and recurring costs.
2. Budget Creation & Burn Rate Analysis
   Our team developed a detailed 12-month budget and built tools to actively monitor weekly and monthly burn. This gave leadership a solid foundation to assess runway and make strategic cost adjustments.
3. Liquidity Management Tools
   We created customized liquidity sheets to track obligations against available funds, enabling proactive decision-making and clear visibility into short-term financial commitments.
4. Executive Support & Strategy Meetings
   We worked closely with the CEO through regular meetings to align financial data with business strategy, assess cost-saving opportunities, and evaluate different operational scenarios.

Results

Our involvement brought immediate financial structure and clarity to the company during a period of uncertainty. The CEO was able to:

• Gain real-time insight into cash position and burn rate
• Extend the operational runway through informed budgeting
• Implement structured cost controls
• Evaluate financial options with confidence

The systems and processes we built continue to serve as foundational tools for ongoing decision-making and financial monitoring.

Services Used

Financial review & analysis | Budgeting & cash flow forecasting | Liquidity planning | Burn rate tracking | Executive financial advisory | Strategic planning