It starts with a great financial model.
We assess and determine the true financial health of your business. From there, we can work together to provide key insights towards your objectives and advise on strategic direction.
Your strategic partner.
Our team works closely with yours to gather a holistic overview of fiscal health.
From there, we'll be your partner towards achieving strategic goals, and provide straightforward guidance to get you there.
Discovery
Robust and comprehensive reviews of accounts and intensive discussion to determine primary objectives.
Modeling
Our team will build a custom model in coordination with yours. We'll ensure useability and test for reliable accuracy.
Strategic Insights
Our analysts will review results to provide insights towards goals, objectives, and valuation.
A Proven Process for Dependable Results
From the initial consultation, it was clear just how highly skilled and knowledgeable Raftel's team is.
Ariel took the time to understand my business needs and goals and was able to create a comprehensive financial model. Throughout the process, he was communicative, providing regular
updates on progress and seeking feedback to ensure that the model was meeting my expectations. Their team even took the time to train me on how to maintain the model going forwards.
l would highly recommend Raftel Strategy for an efficient but comprehensive approach to modelling.
“Well-structured, easy to use, and exceptional quality.”
Ariel Menche, CPA
Founder, Principal
Ariel Menche is a licensed CPA and finance expert with over 10+ years’ experience building FP&A models, with a focus on SaaS companies. He worked in strategy consulting for KPMG, FP&A for WWE and led Customer Success at Causal.
Ariel has helped dozens of companies ranging from billion-dollar global organizations to rapidly growing start-ups set up data collection systems and forecasting models. He has a passion for building financial models, especially in Causal, in order to streamline processes, leverage data, and gain operational efficiencies.
Ariel Menche is a licensed CPA and finance expert with over 10+ years’ experience building FP&A models, with a focus on SaaS companies. He worked in strategy consulting for KPMG, FP&A for WWE and led Customer Success at Causal. Ariel has helped dozens of companies ranging from billion-dollar global organizations to rapidly growing start-ups set up data collection systems and forecasting models. He has a passion for building financial models, especially in Causal, in order to streamline processes, leverage data, and gain operational efficiencies.
Alex Oppenheimer
Principal
David brings over 25 years of executive financial leadership, and has led companies through successful IPOs and strategic acquisitions, including at Digital Impact, where he managed the IPO process, the acquisition of three companies, and the company’s sale to a strategic buyer.
Oppenheimer’s executive roles also include CFO for Mindjet and Hands-On Mobile, and senior financial leadership positions at Autodesk, AlliedSignal, and United Airlines.
Alex has been working in finance and with startups for about a decade. He genuinely enjoys building models for companies ranging from early stage SaaS companies to mid-stage marketplaces to late stage robotics companies and everything in between. An Excel junkie by training, Alex also enjoys using tools like Causal, Row64 and Google sheets, to unlock powerful integrations, visualizations and other features that do a great job of telling a story with numbers and creating useful tools for operators. Alex Oppenheimer is the head of Verissimo Ventures fund and has invested in over 75 seed and pre-seed software technology companies.
Alex Oppenheimer
Principal
Alex has been working in finance and with startups for about a decade. He genuinely enjoys building models for companies ranging from early stage SaaS companies to mid-stage marketplaces to late stage robotics companies and everything in between.
An Excel junkie by training, Alex also enjoys using tools like Causal, Row64 and Google sheets, to unlock powerful integrations, visualizations and other features that do a great job of telling a story with numbers and creating useful tools for operators.
Alex Oppenheimer is the head of Verissimo Ventures fund and has invested in over 75 seed and pre-seed software technology companies.
Alex has been working in finance and with startups for about a decade. He genuinely enjoys building models for companies ranging from early stage SaaS companies to mid-stage marketplaces to late stage robotics companies and everything in between. An Excel junkie by training, Alex also enjoys using tools like Causal, Row64 and Google sheets, to unlock powerful integrations, visualizations and other features that do a great job of telling a story with numbers and creating useful tools for operators. Alex Oppenheimer is the head of Verissimo Ventures fund and has invested in over 75 seed and pre-seed software technology companies.
Leadership
Ayelet Menche
Director of Operations
Ayelet is a results-driven operations and customer success professional with a strong passion for data analysis. Before joining Raftel, Ayelet founded and managed a successful lice clinic network and online store across three locations in Israel, which she later sold. Prior to that, she served as a team leader for the Asian market customer care team at Payoneer, a leading fintech company. In this role, Ayelet was responsible for setting up and optimizing operational processes for the Asian market, and managing a team of 38 people.
She then transitioned into the role of Operations Lead, where she collaborated closely with the CFO to develop and launch a new product called Working Capital. In this position, she analyzed customer data and developed product offerings to meet customer needs.
Ayelet holds a BA from University of Pennsylvania and an MBA from Reichman University.
Ayelet is a results-driven operations and customer success professional with a strong passion for data analysis. Before joining Raftel, Ayelet founded and managed a successful lice clinic network and online store across three locations in Israel, which she later sold. Prior to that, she served as a team leader for the Asian market customer care team at Payoneer, a leading fintech company. In this role, Ayelet was responsible for setting up and optimizing operational processes for the Asian market, and managing a team of 38 people. She then transitioned into the role of Operations Lead, where she collaborated closely with the CFO to develop and launch a new product called Working Capital. In this position, she analyzed customer data and developed product offerings to meet customer needs. Ayelet holds a BA from University of Pennsylvania and an MBA from Reichman University.
Michael Halpern
Financial Strategist
Michael is an accomplished Strategy & Finance professional with a diverse background in venture capital, strategy consulting, and in-house startup finance. His unique blend of experiences empowers him to deliver exceptional value to Raftel Strategy Clients. Whether he is analyzing data in financial models, crafting long-term strategic plans, or engaging in business discussions, Michael consistently provides strategic insights that drive business success.
Prior to his career in strategic finance, Michael dedicated four years of service to the IDF's elite 8200 unit in a tech role, further honing his analytical and problem-solving skills.
Michael embodies a dedication to excellence and a commitment to fostering growth in the companies he serves.
Michael is an accomplished Strategy & Finance professional with a diverse background in venture capital, strategy consulting, and in-house startup finance. His unique blend of experiences empowers him to deliver exceptional value to Raftel Strategy Clients. Whether he is analyzing data in financial models, crafting long-term strategic plans, or engaging in business discussions, Michael consistently provides strategic insights that drive business success. Prior to his career in strategic finance, Michael dedicated four years of service to the IDF's elite 8200 unit in a tech role, further honing his analytical and problem-solving skills. Michael embodies a dedication to excellence and a commitment to fostering growth in the companies he serves.
Joshua Fellus, CPA
Financial Analyst
Josh is a licensed CPA with a diverse financial background, from extensive expertise in bookkeeping and Financial Audit across various industries, including real estate and manufacturing & distribution. With a successful track record as a Controller in E-commerce and non-profit organizations, Josh is honing those skills to assist with Financial Planning and Analysis and financial modeling.
His goal is to provide clients with strategic insights and decision-making support, delivering enhanced value and helping them achieve their financial objectives with confidence. He has a commitment to continuous improvement and a results-driven approach.
Josh is a licensed CPA with a diverse financial background, from extensive expertise in bookkeeping and Financial Audit across various industries, including real estate and manufacturing & distribution. With a successful track record as a Controller in E-commerce and non-profit organizations, Josh is honing those skills to assist with Financial Planning and Analysis and financial modeling. His goal is to provide clients with strategic insights and decision-making support, delivering enhanced value and helping them achieve their financial objectives with confidence. He has a commitment to continuous improvement and a results-driven approach.
Our Team
Numbers you can trust.
We consider all angles and ask the questions you might not have thought of, to deliver a comprehensive picture of your company's true financial health.
96%
This is information about a service that Raftel offers. This is information about a service that Raftel offers.
Advisory Board
Allan Frank
Leadership and Technology Specialist
Allan brings 45 years of entrepreneurial and executive experience to support the growth of our firm. His background includes Chief Digital Officer for The Hackett Group, President, CTO, & Co-founder of Answerthink, CTO for the City of Philadelphia, CTO for Capgemini Invent, and CTO for KPMG Peat Marwick.
Allan focuses on the application of transformational technologies, in particular, the disruptive role of artificial intelligence in the re-imagined enterprise. He is also a recognized expert in the areas of information delivery, decision support, and knowledge management. He has been recognized for his contributions to the IT Industry by several technology publications including Philadelphia Tech, where he was selected as one of the top 10 Technology Leaders in the region and InformationWeek, where he was selected as one of the top 10 Technology Innovators in the United States.
Mr. Frank received the Computerworld Premier 100 Award which identified him as one of the top 100 people in the U.S. having an exceptional ability to lead their organizations through the effective use of technology.
Allan brings 45 years of entrepreneurial and executive experience to support the growth of our firm. His background includes Chief Digital Officer for The Hackett Group, President, CTO, & Co-founder of Answerthink, CTO for the City of Philadelphia, CTO for Capgemini Invent, and CTO for KPMG Peat Marwick. Allan focuses on the application of transformational technologies, in particular, the disruptive role of artificial intelligence in the re-imagined enterprise. He is also a recognized expert in the areas of information delivery, decision support, and knowledge management. He has been recognized for his contributions to the IT Industry by several technology publications including Philadelphia Tech, where he was selected as one of the top 10 Technology Leaders in the region and InformationWeek, where he was selected as one of the top 10 Technology Innovators in the United States. Mr. Frank received the Computerworld Premier 100 Award which identified him as one of the top 100 people in the U.S. having an exceptional ability to lead their organizations through the effective use of technology.
David Oppenheimer
Global Business Advisor
Martin advises, builds and leads natural resource and commodity based businesses that operate in the areas of trading, logistics, processing and mining. The hallmark of his activity is the creation and management of world class businesses that profitably compete in the global economy. He drives corporate transformation and expansion by encouraging both private and public sector entities to adopt operational, financial and marketing best practices to find unprecedented success.
Previously, Martin was Chairman and CEO of Philipp Bros. division of Salomon Inc. ($35B, 4,000 employees & 45 global offices), formerly one of the largest physical commodity trading companies in the world. For the past 30 years, he has been consulting for an array of governmental and private enterprises worldwide. Some highlights include, advising the Chinese government during its process of creating the largest single steel producer in the world and guiding Russia’s largest regional bank through it’s growth process to ultimately become the country’s 7th largest bank.
David brings over 25 years of executive financial leadership, and has led companies through successful IPOs and strategic acquisitions, including at Digital Impact, where he managed the IPO process, the acquisition of three companies, and the company’s sale to a strategic buyer. Oppenheimer’s executive roles also include CFO for Mindjet and Hands-On Mobile, and senior financial leadership positions at Autodesk, AlliedSignal, and United Airlines.
Martin Kaufman
Global Business Advisor
Martin advises, builds and leads natural resource and commodity based businesses that operate in the areas of trading, logistics, processing and mining. The hallmark of his activity is the creation and management of world class businesses that profitably compete in the global economy. He drives corporate transformation and expansion by encouraging both private and public sector entities to adopt operational, financial and marketing best practices to find unprecedented success.
Previously, Martin was Chairman and CEO of Philipp Bros. division of Salomon Inc. ($35B, 4,000 employees & 45 global offices), formerly one of the largest physical commodity trading companies in the world. For the past 30 years, he has been consulting for an array of governmental and private enterprises worldwide. Some highlights include, advising the Chinese government during its process of creating the largest single steel producer in the world and guiding Russia’s largest regional bank through it’s growth process to ultimately become the country’s 7th largest bank.
Martin advises, builds and leads natural resource and commodity based businesses that operate in the areas of trading, logistics, processing and mining. The hallmark of his activity is the creation and management of world class businesses that profitably compete in the global economy. He drives corporate transformation and expansion by encouraging both private and public sector entities to adopt operational, financial and marketing best practices to find unprecedented success. Previously, Martin was Chairman and CEO of Philipp Bros. division of Salomon Inc. ($35B, 4,000 employees & 45 global offices), formerly one of the largest physical commodity trading companies in the world. For the past 30 years, he has been consulting for an array of governmental and private enterprises worldwide. Some highlights include, advising the Chinese government during its process of creating the largest single steel producer in the world and guiding Russia’s largest regional bank through it’s growth process to ultimately become the country’s 7th largest bank.
Let's work on your goals, together.
Meet with our team to see if we can work together on your business's financial goals.