Realize

What Realize does

Realize (legally Realize Finance Ltd.) is a privately held, Israel-domiciled boutique finance consultancy founded in 2018 and headquartered in Ramat Gan, operating with approximately 17 employees. The firm delivers fractional CFO services and outsourced finance operations to early-stage Israeli startups and growth-stage companies, with a secondary capability supporting clients that run US entities from Israel. Its offering is organized around six interconnected service modules: fractional CFO placement (senior finance executives embedded in client executive forums and board meetings), US operations management (entity setup, banking, payroll, state/federal tax, intercompany and transfer pricing), bookkeeping and payroll operations, monthly reporting and business insights (CF, P&L, BS, SaaS metrics, ARR, Rev-Rec, runway, BVAs), business planning and financial modeling, and fundraising preparation including board participation, investor deck creation, VDR build, and due diligence leadership. Realize applies a "New Age CFO" approach leveraging mainstream finance platforms (QuickBooks, Priority, Netsuite, SAP, Dokka) for automation and standardized reporting, but does not disclose proprietary AI/ML capabilities.

The business model is sales-led and referral-driven, with services sold through direct consulting engagements rather than self-serve or channel-led distribution. Pricing is custom and quote-based, billed under multi-year contracts that bundle fractional CFO placement with recurring financial operations and monthly reporting. The customer base of 20+ named Israeli companies spans AI (Hyro, Imagene-AI, Beaconcure, Definity, Cymptom), SaaS and developer tools (Control-Monkey, Aspecto), HR Tech (Canditech), Cybersecurity (Tenable), Customer Experience (CallVU), and others — a horizontally segmented portfolio targeting early-stage and VC-backed ventures. Marketing channels are limited to LinkedIn presence, direct website inquiries, and professional network referrals within the Israeli venture ecosystem. The firm is founder-led (Ram Avissar as Founder & CEO, with David Revach and Roee Berckovich as Directors of Finance), privately held with no disclosed institutional investors, and currently actively hiring across multiple finance roles, indicating an ongoing but unannounced growth phase.

Name

Realize

Legal name

Realize Finance Ltd.

Website

https://realize-finance.co.il

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Realize is an Israel-based boutique finance consultancy providing fractional CFO services, financial operations, US entity management, and fundraising preparation to roughly 20+ early-stage Israeli startups and growth-stage companies across AI, SaaS, cybersecurity, and HR Tech verticals.

Ownership category

akta.pro rank

Product category

Financial Consulting Services

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

M&A / Corporate Finance Finders (Deal Origination) (FSAEAMAD)

Keywords

• Fractional CFO services
• Financial consultancy
• Bookkeeping and payroll
• Fundraising preparation
• US entity management

Headquarters

HQ city

Ramat Gan

HQ country

Israel

HQ region

Middle East

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Fractional CFO Services: Providing experienced finance executives to early-stage businesses on a fractional basis without full-time hire commitment. Services include financial leadership, strategic advisory, and executive participation in board meetings.
2. Financial Operations Services: Bookkeeping, payroll services, and ongoing financial operations management for portfolio companies.
3. US Operations Management: Comprehensive US entity financial operations including state/federal registration, payroll management, tax filing, intercompany structuring, and transfer pricing policies.
4. Reporting and Business Insights: Monthly reporting packages including standard financial statements, SAAS metrics, sales efficiency, runway analysis, ARR, Rev-Rec, and BVAs.
5. Business Planning and Financial Modeling: Customized business models and plans for SMBs and corporates, including market research and forecasting.
6. Fundraising Preparation Services: Preparing insightful decks and business plans, building VDR, leading due diligence on multiple levels for investment rounds.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Realize is a boutique finance consultancy firm that provides fractional CFO services and outsourced finance department solutions to early-stage startups and growth-stage ventures. The firm delivers six core service modules: fractional CFO placement in client executive forums, US entity management (entity setup, banking, payroll, taxes, transfer pricing), bookkeeping and financial operations, monthly reporting and SaaS metrics, business planning and financial modeling, and board/investor relations with fundraising preparation support.

Product overview

Realize is a boutique finance consultancy providing comprehensive CFO-as-a-service solutions for early-stage startups. The offering is a unified service portfolio organized around six interconnected core service modules: High-End CFO Services (fractional CFO provision), US Operations Management, Bookkeeping/Payroll/Financial Operations, Monthly Reporting and Business Insights, Business Plans/Market Research/Financial Modeling, and Board/Investor Relations/Fund Raising Preparation. Together these services form a complete virtual finance department designed to enable rapid growth readiness without the cost of full-time executive hires.

Differentiator

Problem solved

Functional benefit

Products and services

• High-End CFO Services (Fractional CFO) Fractional CFO services providing early-stage businesses with experienced finance executive expertise without full-time hire commitment. CFOs join client executive forums and cover all finance-related aspects, allowing CEOs to focus on other areas of the business.
• US Operations Management Comprehensive US entity financial operations including entity setup, US bank account opening, bookkeeping, payroll management, state and federal tax filing, and intercompany/transfer pricing policy structuring. Designed for companies running US entities from Israel or other countries.
• Bookkeeping, Payroll Services, and Financial Operations Finance process planning, quality personnel management, business output optimization, and clear performance picture through proper finance array implementation. Includes ongoing bookkeeping and payroll services for portfolio companies.
• Monthly Reporting and Business Insights Tailored reporting packages delivering business reports with insights including CF, P&L, BS, SAAS metrics, Sales efficiency, Runway, ARR, Rev-Rec, and BVAs. Reports are delivered within a few days after each month's closing.
• Business Plans, Market Research, and Financial Modeling Detailed planning, accurate forecasting, agile business plans, and customized business models suitable for SMBs and corporates. Includes market research and industry-specific financial modeling.
• Board, Investor Relations, and Fund Raising Preparation Portfolio board meeting participation including leading financial results discussions, investor deck preparation, VDR building, and due diligence support for investment rounds across multiple levels.

Quantifiable outcome

• Reports delivered within days after month-end closing

Named customers8 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Pilot: Pilot provides bookkeeping, accounting, and CFO services to venture-backed startups in the US, combining software tooling with finance professionals. It is directly comparable to Realize because both offer outsourced finance operations and fractional CFO support, with similar customer segments (VC-backed startups) and recurring managed-service revenue models.
• CFO Share: CFO Share provides fractional CFO services to small and mid-sized businesses and venture-backed startups across multiple geographies. It is comparable to Realize because both deliver senior finance leadership on a part-time/embedded basis for early-stage and growth companies, competing in the same outsourced CFO market segment.
• Decimal: Decimal is a tech-enabled fractional CFO and accounting firm serving venture-backed technology companies, with automated bookkeeping and reporting workflows. It is directly comparable to Realize because both target growth-stage startups with bundled bookkeeping plus fractional CFO offerings, although Decimal is US-focused and more software-emphasized.
• Zeni: Zeni provides AI-powered bookkeeping, accounting, and fractional CFO services for startups and small businesses, with an integrated software platform. It is comparable to Realize because both target startups needing outsourced finance and use technology to differentiate, though Zeni leans more heavily on its proprietary AI platform.
• Kruze Consulting: Kruze is a US-based fractional CFO and bookkeeping firm specializing in venture-backed startups, with a focus on R&D tax credits, financial reporting, and fundraising support. It is directly comparable to Realize because both target early-stage, VC-funded companies needing outsourced finance leadership, though Kruze is larger and US-focused rather than Israel-focused.

Broad incumbents

• BDO Israel: BDO Israel is part of the global BDO accounting and advisory network, providing audit, tax, and outsourced CFO services to Israeli businesses including tech companies. It is comparable to Realize because both serve Israeli companies requiring outsourced finance, though BDO offers a much broader portfolio of professional services beyond startups.

Emerging players

• Accountitude: Accountitude is an Israel-based outsourced finance and bookkeeping firm serving early-stage and SMB clients. It is comparable to Realize because both operate in the Israeli market offering bookkeeping, payroll, and CFO-adjacent services to startups, making it a regional competitor with overlapping customer base.
• Founders Fund CFO / Fractional CFO Networks: Various US and Israeli boutique fractional CFO collectives serve venture-backed startups with embedded finance executives, similar to Realize's hands-on CFO model. Comparable because they directly compete for the same talent pool and client base, though many operate as individual practitioner networks rather than integrated firms.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/realize-finance

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Realize