FINANCE ET VOUS

What FINANCE ET VOUS does

Finance et Vous is a privately held financial advisory firm founded in 2018 by Yannick Martin and headquartered in Sautron, in the Nantes metropolitan area of France. The firm is structured as a SARL unipersonnelle and operates as a single-member professional services practice delivering part-time Chief Financial Officer (DAF à temps partagé) services, financial piloting (monthly dashboards, KPI construction, budgeting and forecasting), financing search (bank loans, subsidies, equity fundraising), and financial difficulty intervention (ad hoc mandates and conciliation procedures) to PME, ETI, and startups primarily in the Nantes region. The firm reports having completed over 70 missions since inception, with named engagements including Shopopop (multi-round fundraising support tied to revenue scaling from €40k to €20M), VideoRunRun (CFO structuring and investor reporting), and Equium (R&D financing structuring).

The firm's offering is delivered through human-led consulting engagements rather than a technology platform. Its core "technology" consists of bespoke financial reporting tools, dashboards, and forecasting systems constructed for individual clients; no proprietary software stack, API, SDK, or AI/ML capability is disclosed. Revenue is generated through professional services fees, with engagements quoted on a customized basis and typically billed monthly for recurring part-time CFO mandates starting from half a day per month, supplemented by project-based fees for financing and restructuring missions.

The go-to-market model is sales-led and direct: the firm relies on its website, a content/blog channel on financial piloting topics, the founder's LinkedIn presence, and referral business from satisfied clients to reach business leaders and management teams. There are no disclosed channel partners, resellers, or institutional referral arrangements, and distribution is constrained to the French-speaking regional market around Nantes. The firm is wholly founder-owned, with no external investors, parent company, subsidiaries, acquisitions, or strategic alliances identified in the available data.

Name

FINANCE ET VOUS

Legal name

SARL unipersonnelle Finance et Vous

Website

https://finance-et-vous.fr

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Finance et Vous is a Nantes-based, founder-led financial advisory firm providing part-time CFO services, financial piloting, fundraising support, and financial restructuring to PME, ETI, and startups primarily in western France.

Ownership category

akta.pro rank

Product category

Financial Advisory and Management Consulting

SIC

Services-Management Consulting Services (8742), Finance Services (6199)

akta.pro industry

PRIMARYBPAHABAE

Outsourced Finance & CFO Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

Keywords

• Financial advisory services
• Outsourced CFO services
• Corporate financing advisory
• Financial piloting consulting
• Small business financial consulting

Headquarters

HQ city

Nantes

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. DAF à temps partagé (Part-time CFO Services): Recurring professional services revenue from providing part-time Chief Financial Officer services to PME, ETI and startups. Services can be structured as occasional missions or regular recurring engagements, typically starting from half a day per month.
2. Financing Advisory Services: One-time or project-based fees for assistance with financing preparation, investor presentations, and fundraising support including loan applications, subsidies, and equity fundraising.
3. Financial Piloting Services: Financial monitoring and reporting services including monthly dashboards, KPI construction, and budgeting/forecasting implementation.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Finance et Vous is a Nantes-based financial advisory cabinet that provides outsourced financial piloting, part-time CFO (DAF à temps partagé) services, corporate financing search, and financial restructuring support for PME, ETI and startups. Engagements typically begin at half a day per month and include the design of monthly financial dashboards, KPI construction, profitability analysis, budgetary forecasting, investor reporting, and support during fundraising or creditor negotiations. The firm has completed over 70 missions since 2018 and serves as an external finance function for clients lacking in-house CFO expertise.

Product overview

Finance et Vous is a financial advisory and management consulting firm offering a suite of interconnected services centered on financial steering and CFO-level expertise. The core offering includes 'Pilotage financier' (financial dashboards and KPI reporting), 'DAF à temps partagé' (part-time CFO services), 'Financements entreprise' (funding and financing advisory), and 'DAF Conseil' (ad-hoc CFO advisory missions). The firm also specializes in 'Entreprise en difficulté' services for businesses facing financial challenges. Founded in 2018 and based in Nantes, the firm serves SMEs, ETIs, and startups with over 70 missions completed.

Differentiator

Problem solved

Functional benefit

Products and services

• Pilotage financier (Financial Steering) Financial steering and management services including monthly financial dashboards, KPI tracking, profitability analysis, and budgetary forecasting designed for SME leaders to make informed business decisions.
• DAF à temps partagé (Part-time CFO) Part-time Chief Financial Officer services providing flexible, on-demand senior financial expertise for SMEs, ETIs, and startups without the cost of a full-time hire, covering fundraising support, cash flow management, and investor reporting.
• Financements entreprise (Corporate Financing Advisory) Corporate financing advisory services including financing analysis, identification of partner banks, investors and funds, preparation of financial documentation and forecasts, and negotiation support for growth and treasury needs.
• DAF Conseil (CFO Advisory Missions)

Quantifiable outcome

• Shopopop grew from €40k to €20M revenue under Finance et Vous guidance
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Emerging players

• Pennylane: French fintech platform offering accounting, financial management, and collaboration tools for SMBs and their accountants. Comparable as it competes for the same SME finance-function wallet and increasingly automates tasks that Finance et Vous provides manually.
• Dougs: French online accounting and financial management platform serving SMBs and small businesses. Comparable as it addresses the same lack of in-house finance expertise that Finance et Vous solves, but through a SaaS model rather than consulting.

Broad incumbents

• Grant Thornton France: Global accounting and advisory network with French operations offering CFO advisory, financial consulting, and outsourced finance services to mid-market companies. Comparable for outsourced CFO offerings but at larger scale.
• BDO France: Major international accounting and advisory network with a significant French presence, offering outsourced CFO and financial advisory services to mid-market companies. Comparable for outsourced finance offerings but with broader geographic and segment reach.
• PwC France: Big 4 firm providing financial advisory, CFO services, and corporate finance consulting in France. Comparable in offering CFO-level advisory but targets larger enterprises and has a much broader service portfolio.
• EY France: Big 4 firm offering CFO advisory, transaction advisory, and financial consulting services in France. Overlaps with Finance et Vous's CFO services and financing advisory but serves larger and more diversified clients.
• Deloitte France: Big 4 advisory firm offering CFO advisory, financial transformation, and outsourced finance services across France. Overlaps with Finance et Vous's CFO advisory and financial piloting offerings but operates at much larger scale and serves enterprise clients.
• KPMG France: One of the Big 4 accounting and advisory firms in France, offering CFO advisory, financial reporting, and outsourced finance services to mid-market and large enterprises. Comparable as it serves overlapping client needs (CFO support, financial steering) but at much larger scale and broader scope.
• Mazars France: International accounting and advisory firm with strong French roots, providing CFO advisory, financial consulting, and outsourcing services to mid-market clients. Comparable for outsourced finance services targeting the same SME/ETI segment.

Direct peers

• Largow: French firm specializing in outsourced financial direction (DAF externalisé) for SMEs and startups. Directly comparable because it offers the same part-time CFO and financial piloting services to similar client segments in France.

Market position

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/finance-et-vous

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 FINANCE ET VOUS