Who We Work With
Startups & Scaleups
From your first idea to your first million, and everything that comes after.
The journey we build with you
Most startups piece together their support as they go: a bookkeeper here, a lawyer there, a spreadsheet nobody quite trusts. By the time real growth arrives, the gaps between those pieces are exactly where value leaks out, in messy cap tables, missed grants, contracts nobody reviewed, and a founder who is the only person who understands how the business actually runs. Zerix exists to close those gaps from day one, with one integrated team across accounting, legal, tech, and wealth, so the foundations you build at idea stage are still standing when you hit your first million, and every stage after it.
10 ways we help you succeed
- ✓Idea validation and structuring: getting your legal entity, cap table, and IP protection right from day one, so early decisions never need expensive unwinding later.
- ✓Financial foundations and compliance: clean bookkeeping, BAS, and tax compliance from the start, so your numbers are always investor-ready, not a scramble before a raise.
- ✓Cash flow and growth forecasting: rolling forecasts that show you round the corner before you hit it, not a spreadsheet built once and forgotten.
- ✓Capital stack design: the right mix of debt, equity, and founder capital at each stage, structured for the round you're actually raising.
- ✓R&D, ESIC, and grant capture: claiming every incentive, offset, and grant your business is entitled to, funding growth without giving away more equity than you need to.
- ✓Getting investment ready: data rooms, cap tables, and diligence readiness built in continuously, so a raise never catches you flat-footed.
- ✓Commercial contracts and fractional GC: every customer agreement, supplier contract, and hire backed by legal review, without a full-time legal team.
- ✓An integrated tech stack: the systems and SynAgentics-powered back office that let a lean team run like a much bigger one.
- ✓Fractional CFO leadership: senior financial judgement at the table for every major decision, without a full-time executive salary.
- ✓Founder wealth and exit planning: structuring your own equity, tax position, and eventual exit or succession, so your personal wealth compounds alongside the business, not just its balance sheet.
Who this is for
Founders from $0 to $3M and beyond who want to build the right foundations before they need to fix expensive mistakes, and who are ready to keep scaling that foundation as the business grows rather than starting over at every stage.
Ready to talk through where you're at and what's next?
Book a Discovery →