Business plan·Financial model·FP&A partner·Fundraising strategy

Smart Finance
Starts Here.

You're in the Right Place.

Foundations For Growth.

A finance partner who speaks business.
So you can move fast, and make smart decisions.

Let's Talk

Your Strategic Finance Partner

FP&A & Strategic Finance

Scaling fast is exciting, until the numbers stop making sense. I step in as your fractional FP&A partner to bring structure, visibility, and control to your finances. Budgeting, rolling forecasts, board decks, KPI frameworks, revenue analysis, sales & revenue optimization, track revenue opportunities, cost optimization. Everything your leadership team needs to make smart decisions, fast.

Business Plans & Pitch Decks

Raising your first or second round? I build your financial story from scratch: a solid business plan, a defensible financial model, and a pitch deck that speaks the language investors expect. From assumptions to projections, I make sure your numbers tell a compelling and credible story.

Accounts Payable Management

Full AP cycle management for high-growth tech companies. Vendor onboarding, invoice processing, payment runs, reconciliations, and system integrations (NetSuite, Tipalti, Sage Intacct). Reliable, audit-ready financial operations that scale with the business.

M&A & Acquisition Readiness

Preparing your company for acquisition or due diligence. Multi-year financial assembly (P&L, BS, CF), EBITDA reconciliation schedules, add-back documentation, owner compensation normalization, and buyer-ready packages that hold up under QoE scrutiny.

Who We Are

Meital Levi

Meital Levi

FP&A Expert

I bring transparency to your numbers. Financial modeling, strategic planning, and translating data into decisions that drive growth.

Rona Ben-Kalifa

Rona Ben-Kalifa

AP Expert

AP master, financial systems expert, +15 years experienced AP manager in high-tech SaaS companies, dynamic fast growing.

Finance That Moves as Fast as You Do

At BoWave, we believe finance should drive growth, not slow it down. We combine deep FP&A expertise with modern tools and hands-on partnership to give startups and growing companies the financial clarity they need to move fast and make smart decisions.

Do More With Less

We don't believe in throwing hours at a problem. We believe in working smart, using AI tools, automation, and modern workflows to deliver better results in less time.

Never on Autopilot

No copy-paste months. No "same report, different date." Every cycle is a chance to rethink, restructure, and improve. If something can be done better, we'll find a way.

Side by Side With Leadership

We work side by side with CEOs, VPs, and budget owners, translating numbers into decisions, connecting finance to the business, and making sure every stakeholder sees the full picture.

Always Evolving

New tools, new methods, new thinking. We're constantly looking for what's next, whether it's an AI tool that cuts modeling time in half or a new way to present data to a board.

Flexible by Design

01

Advisory Hours

Get expert guidance before committing to a full engagement. Ideal for specific questions, quick reviews, or a second pair of eyes on your numbers.

02

Project-Based

A defined scope with clear deliverables: business plans, financial models, pitch decks, or fundraising strategy. Start to finish.

03

Retainer / Hour Bank

Ongoing FP&A support on a monthly basis. A dedicated finance partner without the overhead of a full-time hire.

04

Custom Fit

Every company is different. We tailor the engagement to match your stage, your needs, and your budget. Let's figure it out together.

Proven at Every Stage

19
Years in Finance
8+
Tech Companies
Early Round → Acquisition
Full Lifecycle

Meital led FP&A at companies from early-stage through acquisition, including the Workday acquisition of HiredScore. Built finance functions from scratch, implemented ERP systems, and partnered with executives to drive growth at every stage.

NetSuiteWorkday AdaptiveLookerTableauSalesforceGoogle Sheets

15 Years of FP&A Leadership

From early-career finance through Workday acquisition.

2022–2025

HiredScore · Acquired by Workday

Director of FP&A · HR-Tech SaaS

  • Led financial workstream for Workday acquisition
  • Built FP&A from scratch · NetSuite + Workday Adaptive + Tipalti
  • Board-ready reporting · multi-year planning
  • Restructured sales commissions · cross-team cost optimization
2020–2022

LOGZ.io

FP&A Manager · Cloud Observability SaaS

  • Built rolling forecast tool · P&L, CF, BS
  • Owned quarterly board deck & monthly reporting
  • Restructured departmental cost segments
  • NetSuite + Salesforce reporting suite
2014–2019

Kaltura · FP&A Award 2017

FP&A Specialist & Revenue Analyst · Video Platform

  • Board statements · P&L, BS, CF + multiyear plan
  • BvA process across all budget owners
  • Sales pipeline reviews & currency hedge
  • Sage Intacct admin · revenue recognition

Real Projects. Real Results.

B2B SaaS · FP&A Buildout

Series A · Finance Stack

P&L Summary
CategoryQ1 '26Q2 '26Q3 '26Q4 '26Total
Revenue$48K$112K$186K$267K$613K
COGS($8K)($19K)($31K)($45K)($103K)
Gross Profit$40K$93K$155K$222K$510K
↳ GM %83%83%83%83%83%
Operating Costs($95K)($120K)($145K)($170K)($530K)
Net Income($55K)($27K)$10K$52K($20K)

Quarterly · 12-month plan · costs in parentheses

Use of Funds
COGS$103K
3rd Party
Hosting + AWS$61K
3rd-party APIs$42K
R&D$240K
Workforce
Senior Eng × 2$190K
Contractors$50K
S&M$185K
Workforce + Variable
Sales Lead$95K
Acquisition$90K
G&A$105K
3rd Party
Legal + Finance$48K
Office + Ops$57K
Plan Burn $633K Workforce $430K · 3rd Party $203K

Built FP&A from zero. Rolling forecasts, board-ready KPIs, ERP rollout.

B2C · Consumer App

Pre-Seed · $500K Raise

Users & Revenue
User Growth Journey (Quarterly)
500
Q3 '26
1,500
Q4 '26
3,500
Q1 '27
7,500
Q2 '27
12,500
Q3 '27
Unit Economics
Churn
8%
monthly
LTV
$215
ARPU / churn
ARPU
$32
monthly
Pricing Tiers
Basic
$19/mo
70% of users
Premium
$39/mo
30% of users
Year 1 Revenue $580K Subscription $548K · Add-ons $32K
The Deal
Investment$500K
Valuation Cap$8M
Ownership6.25%
Break-EvenQ3 '27
Investment Calculation
Max Cash Burn$385K
+
Safety (20%)$77K
=
Cash Need$462K
Investment$500K

Investor-ready model + pitch deck. $500K SAFE closed.

AI-Powered Financial Planning

Modern tools. Faster delivery. Better results.

AI App Builders

Custom interactive financial tools

AI Coding Tools

Automation & rapid prototyping

Live Dashboards

Auto-updated reports & decks

Financial Modeling

Formula-based & fully integrated

Professional Plans. Built Fast. Built Right.

01
Strategic Planning
Market & business analysis
02
Build
AI-powered modeling
03
Live Adjustments
Adapts as you change
04
Deliver
Ready for founders, owners, and investors

Let's Talk

Have a project in mind? Need a financial second opinion? Or just want to explore how we can work together? Reach out, we'd love to hear about what you're building.

📅  Book a Call