EMAIL US






Providing growth companies with the financial expertise needed to ensure success.
                            

"Finding the really outstanding companies and staying with them through all the fluctuations of a gyrating market proved far more profitable to far more people than did the more colorful practice of trying to buy them cheap and sell them dear."

Phillip Arthur Fisher

Process


Process

At Codifi we don't follow trends we follow teams. A good team can successfully navigate a gyrating market with the right resources.

Implementation

We work closely with our clients to implement the agreed-upon strategy. Whatever the plan of action entails, we guide our clients throughout the process to ensure they feel supported and empowered as they move into a greater phase of growth.

Evaluation

Our process starts by discerning what a company has achieved, where they need guidance, and what’s necessary to bring them to the next phase. For each client, we outline our strategy and the services we will provide.

Value Articulation

Post-implementation, the company will have a fuller understanding of the company’s financial status, its growth capabilities and what it will take to achieve their growth targets.

Services

Our role is to give companies the advice and support they need to navigate their next stage of growth and drive continued success. We also provide fractional CFO services that are tailored to meet businesses’ needs at any stage of growth.

Start-up Stage: Proven MVP /Market Demand  

  • Develop and strengthen business plan
  • Research and create financials
  • Develop capitalization strategy
  • Analyze appropriate exit strategies
  • Draft pitch-deck and coach on different forms of presentation
  • Assess & advise on potential funding platforms

Growth Phase: Expansion

  • Evaluate current financial situation
  • Research expansion options
  • Develop expansion strategy
  • Develop KPIs for evaluation of expansion success
  • Continual monitoring of actual vs. projected revenue, income, and cash flows
  • Develop capitalization strategy—if applicable
services

Who we work with

We work with companies that are aiming to make a positive impact on their industry. We look for companies with a proven MVP that are seeking advice and support on how to navigate the next phase of their growth.

Our relationships with our clients are central to who we are. We carefully select our clients based on specific criteria, including whether we think our services are a match for their needs and if we believe strongly in them and their company. Our selection process helps foster a transparent and authentic relationship and build a strong foundation for success.

If you are a company looking for assistance with financial analysis, and strategy, product expansion analysis, outsourced CFO services, or general modeling and financial guidance, please send us an email. We’d love to hear more about your company and how we can help guide you.

info@getcodifi.com
our clients

“I have recommended Codifi to several clients. They are extremely capable in the world of finance, they are empathetic to the situation my clients are in, and they clearly see the path and strategy to get my clients to the next level in their businesses.”

“Heather Whiles is a partner with a ‘can do’ attitude and an appetite for challenging work. She can dive into any subject, quickly get up to speed, and deliver great insights and advice. She is loyal, trustworthy, and always has her client's best interest in mind.”

"Heather is not only energetic but knowledgeable and more importantly trustworthy."

“I was looking to move my small business to the next level and wanted to ensure my finances were on track. Heather proposed a package that included break-even analysis, forecasting, financial statements and helped get me ready to meet with investors. Heather proved to be not only talented in her financial knowledge but also enthusiastic and encouraging.”

About the company

Heather Whiles
President

Heather Whiles has been assisting young companies reach their goals since 2013 when she relocated to the San Francisco Bay area.  With 17 years of work experience, garnered from some of the largest financial institutions and financial service providers such as JP Morgan Chase, UBS, and Wellington Management Company Heather has developed a robust yet nuanced level of expertise in finance and compliance.

After working as a freelancer for several years Heather saw that there was a need for more structured financial consultancy for early-stage companies. This need lead Heather to launch Codifi.  A company built on a concept and methodologies that  highlight the importance of a codified practice in finance. An organized and systematized approach to a young company's financial well-being helps manage the uncertainty inherent to a new company. As Heather puts it, "One should never forget the fundamentals of a company, especially a young company in an untested and fast-growing industry."