Bullish Capital is a professional services firm focused on financial management, performance and governance. We support startups, mid-market companies and family-owned businesses with CFO as a Service, Controllership, Compliance, and Financial Advisory — from diagnosis to execution.
We operate with lean, tailored engagement models — projects or retainers — strictly focused on delivery, confidentiality and measurable impact.
Services
1. CFO as a Service / Controllership: Management close, KPIs, budgeting/forecasting, cash visibility and decision support.
What we deliver: • Management close routine and calendar • Executive reporting and KPI dashboards • Budgeting/forecasting and performance analysis • Cash flow visibility and scenarios • Unit economics, margin and pricing. Engagement: Diagnostic, Implementation or Monthly retainer
2. Risk, Controls & Internal Audit: Risk assessment, internal controls, policies/processes and internal audit setup/outsourcing.
What we deliver: • Controls environment assessment • Risk matrix and controls design • Core policies and procedures • Internal audit setup/outsourcing • Compliance support and governance routines
3. Financial Advisory (M&A, Fundraising): Financial modeling/valuation, M&A readiness, data room, due diligence and restructuring.
What we deliver: • Financial modeling and valuation • Fundraising and M&A readiness • Data room organization and due diligence support • Turnaround and financial efficiency.
Experience
Industries: Construction/engineering, real estate, healthcare complex projects, logistics, light manufacturing, B2B services, technology/SaaS, energy and infrastructure.
Representative Experience: Selected engagements across CFO-as-a-Service, controllership/FP&A, internal controls/audit, cross-border reporting, M&A readiness, and infrastructure/energy asset preparation.
Details and references available upon request.
How We Work
Diagnostic
60-day plan
Execution cadence
Ongoing support
We help organizations build routines, controls and management information for faster and safer decision-making. Focus on delivery, confidentiality and measurable impact.
Contact
Let's talk. Tell us about your current stage and we'll guide you.
Contact Info: E-mail: contato@bullishcapital.com.br
Address: Edifício Barão de Rothschild: Av. Brig. Faria Lima, 1572 • 10º andar • Jardim Paulistano • São Paulo/SP