Financial Advisory

Advising Companies of All Sizes on Financial Matters.


Financial Planning

We work with businesses to articulate their financial plans in numbers and identify how to best leverage their limited resources in order to grow and achieve more.. This includes creating budgets and developing financial models to map out the trajectory of the business in order to guide the actionable plans that will lead to financial success.

In collaboration with: Y-Park

Fund Raising and Exit

Assist clients with the fund (equity, debt, other) raising process from start to finish. We work with clients through the various aspects of the process such as valuation, term sheet negotiations, handling difficult discussions with investors and wrapping up the financial close.

In collaboration with: Y-Park, Mass Challenge.
Last start-up exit: (exit in 2016)

Finance & Accounting Processes

Assist clients in resolving issues related to accounting and financial reporting processes. This ranges from improving current processes to maximizing the effectiveness of implementing new systems or processes, especially for new businesses or post-merger situations.

Board Advisory

We participate at board levels whereby our experience and expertise is put to use in guiding companies. Our financial and technical backgrounds enable us to bring a well-rounded view to important discussions and decisions taken at board level.

Board positions in public company: Reservoir Capital (Barakat Balmelli, Director)

Barakat Balmelli

Barakat Balmelli, Co-Founder and Financial Lead (LinkedIn Profile)

  • From New-York, now in Switzerland, co-founded Sana|Elias in 2011.
  • Managing member of the Deutsche Bank Global Banking (Corporate Finance and Trade Finance) in Tokyo, Japan until 2011
  • Worked in the Asset Management division of Morgan Stanley in New York until 2006
  • Managed expansive audit teams specializing in the financial services sector at PricewaterhouseCoopers in New York until 2003