Financial advisory services
Why choose TrustBooks financial advisory services?
In a shifting environment, evolving client needs, investor appetite, and government policy can reshape financial outcomes quickly. TrustBooks helps clients understand risk and seize opportunity. From financial strategy to capital deployment and risk management, our team brings strong Estonian and international expertise. With a personal, relationship‑driven approach, we support clients across multiple jurisdictions and asset classes.
Comprehensive financial advisory solution
01
Financial Strategy
Build sustainable capital, cash flow, and profitability. TrustBooks’ financial experts provide deep insights, identify optimisations, and develop practical roadmaps.
02
Fundraising
Secure capital for growth and innovation. TrustBooks helps raise debt, venture capital, private equity, and non-dilutive grants with business plans, financial models and investor engagement.
03
Investor Relations
Proactive investor relations enhance valuation and support fundraising. TrustBooks will craft a program to communicate your company’s strengths and performance.
04
Financial Services
Access to reliable financial services is essential. TrustBooks has extensive experience and partnerships to help companies secure banking and payments, including in high-risk industries.
05
Financial Risk Management
Proactive risk management protects earnings and cash flow. TrustBooks brings extensive treasury experience across credit, market, liquidity, and country risk.
We deliver sustainable value
We help clients achieve financial success, meet their obligations, and deliver on strategy.
Competitive Advantage
Create advantages and USPs by integrating data-driven insights with a superior business model.
Enhance Capabilities
Build new capabilities in people, finance and operations, using our insights and experience.
Shareholder Value
Optimise profitability and capital to boost valuations and outperform your peers.
Professional service, personal touch
Financial expertise, delivered with a personal touch and advanced technology.
Finance Experts
We are qualified professionals with extensive experience in accounting, tax, treasury and banking.
Digital Native
We specialise in digital business models and apply cutting-edge IT to save time and create insights.
Value Focus
We deliver with a personal touch and build long-term relationships based on mutual value.
Frequently asked questions about financial advisory
Investors value accuracy and consistency. Providing reliable and timely accounting supports the valuation of a company and the reputation of management. Independent audits are often mandatory. A good accountant can help identify performance improvements.
Yes, TrustBooks has extensive experience in financial services and can secure support from banks, fintechs, and payment service providers.
There are many financial risks which can damage profitability. Common are (i) credit risk, the failure of a debtor to pay, (ii) market risk, the movement in a currency or commodity, (iii) liquidity, a shortage of cash to meet liabilities, and (iv) country, an adverse change in circumstances where your entity operates. TrustBooks can help you measure and manage financial risk.
Estonia offers a growing range of options for investors including direct investment in technology companies, allocation to venture capital and private equity funds, real estate, and the bonds and shares of listed companies. It is essential to acquaint yourself with Estonian law and assess risk vs reward.
A growing number of investors choose an Estonian private limited company (Osaühing or OÜ) as an investment vehicle. Corporate structures in Estonia are affordable, can be managed remotely in English, while laws are clear and reliable.
Interested in financial advisory services?
Request a consultation or further information to explore how we can help.