Financial Planning & Analysis Treasury Management M&A Execution Financial Planning & Analysis Treasury Management M&A Execution
Our Approach
At NAV Futures, we don’t play small. We partner with visionary founders in MedTech, BioTech, & Life Sciences who are building companies that can transform industries — and lives.
We bring financial clarity and strategic foresight to the moments that matter most — raising capital, scaling operations, and preparing for exit. We help you see around corners and stay ahead of the curve, cutting through the noise so you can focus on building.
With deep industry expertise and a hands-on approach, we help turn bold vision into lasting growth. At NAV Futures, we don’t just move the needle — we break it.
We Focus on What
Breaks the Needle
Our energy goes into high-stakes, high-impact decisions: capital strategy, growth, and scale. We cut through the noise so founders can focus on building.
We Bring Real-
World Expertise
Our team has scaled startups, led transformations, and delivered successful exits across MedTech & Life Sciences. You gain insight that’s tested — not theoretical..
We're Partners
at Every Step
Founding a company is tough. We move quickly, adapt fast, and stand shoulder-to-shoulder with you through every stage of the journey.
We empower visionary businesses with the financial leadership they need to scale with confidence, align investors,
and realize their full potential.
On-Demand Financial Services
Tailored to Growth-Stage Companies
Fundraising & Strategy Support
Runway & Forecasting Models
Board & Stakeholder Reporting
M&A and Exit Readiness
Finance Function Buildout
CFO Transition & Talent Hiring
Gain clarity on burn rate, cash runway, and future funding needs. We create dynamic forecasts tied to your milestones and go-to-market plan.
From Seed to Series C, we help craft financial narratives, build investor-ready models, and prepare for due diligence with confidence.
Build trust through realistic milestones, metrics, and board decks—tailored to your KPIs and investor expectations.
Whether you're preparing for acquisition or integrating post-close, We guide financial due diligence, infrastructure, and strategic alignment.
Design the right systems, reporting, and team to scale. We support hiring, system selection (e.g., NetSuite, QBO), and process improvements.
Filling a finance leadership gap? We step in part-time and help identify, assess, and onboard a full-time finance or accounting supporting team—without disruption.
"I understand the balance founders must strike
—optimizing burn rate without stifling innovation,
and aligning financial goals
with scientific or technical milestones.
I work closely with CEOs and scientific leaders
to ensure both sides of the business scale in sync."
Bernie Navarro
Strategic On-Demand CFO | COO | Advisor
Bernie Navarro, CPA
Led by Bernie Navarro, a seasoned CFO with over 28 years of financial and operational leadership,
this practice helps startups and high-growth companies scale with clarity and confidence.
Bernie has held executive roles across Fortune 500 corporations, private equity-backed ventures,
and emerging growth companies—including serving as CFO/COO at InNeuroCo
and Site President at Integer Holdings following its acquisition.
His expertise includes:
💰 Capital raise strategy & investor readiness
🔄 M&A execution & post-close integration
📊 Scalable finance infrastructure & KPI alignment
🧭 Guiding founders through growth & transition phases
Bernie’s strength lies in aligning capital, operations, and long-term strategy
— delivering CFO-level insight on demand. Whether preparing for a fundraise, building a team,
or planning for an exit, he brings a steady hand and clear financial vision to every stage of growth.
Ready to Navigate Your Next Growth Milestone?
Let’s talk ...
about how our strategic support can help you -
Raise Capital,
Scale your Business,
or Prepare for Exit