Retainer Packages

Monthly advisory retainer packages.

Every business has different financial needs. Our retainer packages give business owners structured access to corporate finance advisory, funding readiness, equity readiness and strategic business support — on a monthly basis.

Packages

Choose the retainer that fits your stage.

Each package is a monthly engagement scoped to where your business is now and the decisions ahead.

Retainer

Finance Clarity Retainer

From RM3,000/ month

Small SMEs that need financial review and monthly decision support.

Monthly finance review session
Cash flow discussion
Business financing guidance
Cost and margin discussion
One page monthly advisory note

Start With Finance Clarity →

Most chosen

Corporate Finance Retainer

From RM5,000/ month

Active SMEs that need structured monthly financial leadership.

Financial performance review
Cash flow and working capital planning
Budget versus actual discussion
Funding readiness checklist
Financial risk summary
One structured advisory session per month

Request Corporate Finance Proposal →

Retainer

Equity Readiness Retainer

From RM8,000/ month

Founders preparing for investors, shareholders, partners or funding.

Shareholding review
Cap table summary
Founder equity planning
Investor readiness checklist
Funding strategy discussion
Financial model coordination

Prepare for Equity Readiness →

Retainer

Boardroom Finance Retainer

From RM15,000/ month

Established companies that need external CFO style support.

Board level financial advisory
Management reporting support
Cash flow strategy
Funding or investor readiness pack
Equity and growth strategy
Monthly strategic advisory meeting

Speak to an Advisor →

Comparison

What's included in each retainer.

Feature	Finance Clarity	Corporate Finance	Equity Readiness	Boardroom Finance
Monthly advisory session
Cash flow review
Budget discussion
Funding readiness
Equity readiness
Cap table discussion
Investor readiness
Management reporting
Board level advisory
Strategic finance support