Cash & indicators
A clear view of your liquidity and the few numbers that truly matter: up to a 90-day projected cash position.
Decide with numbers you trust, sharp priorities and an operating cadence that holds.
You get operators, not juniors with a deck.
"We don't advise from theory. We've been in your seat."
$24Min annual sales at maturity
100+employees at maturity
17 yearsin the business, through to the sale
You carry the company on your shoulders. But the numbers arrive too late, priorities shift every week, and the big decisions get made on instinct, for lack of anything better.
I never know where my cash will be two months from now.
The Diagnostic, our entry-point engagement "We have numbers everywhere, but not one indicator I actually trust.
Copilot Finance & Pilotage "Our productivity has plateaued and I don't know where to start.
Growth advisory "Everyone talks about AI. Concretely, where do I even start?
Company memory and automationSimon Bertrand ran companies before advising the people who run them. Co-founder and then president of Rise Kombucha until 2016, and a board member through to the sale in 2025, he helped turn a local start-up into a pioneering Canadian brand that reached $24M in annual sales at maturity, with national distribution, a structured team and growth governance. He knows the pressure of Friday payroll and the weight of having the final say.
"My job is to put you back in charge of your numbers, so you can decide fast, and decide right."
150employees managed
National distributionand expansion into the United States
Applied AIconcrete use cases, measured and useful
A clear view of your liquidity and the few numbers that truly matter: up to a 90-day projected cash position.
We find where time and margin are leaking, then install lean processes and a rhythm you can measure.
Use cases in production, tied to decisions and gains, with no hype and no showcase project.
The work does not stop at a recommendation. Every mandate aims for operable deliverables, built to live inside your leadership meetings.
No generic pitch: we talk about your situation, and you leave with at least one concrete lead, whether we end up working together or not.