Integrated finance and marketing strategy for startups and growing businesses
IGU Consulting pairs a corporate finance operator with a career marketing strategist — so your numbers and your narrative finally agree. One team builds the model and the message, the forecast and the funnel, together.
Founder-led — both founders on every engagementFree discovery call — no obligation
Finance and marketing, planned as oneIGU Consulting
Practice Areas
Two practices. Equal weight.
Most growing businesses don’t have a finance problem or a marketing problem — they have an alignment problem. We run both disciplines as one practice, so pricing, spend, and story are decided from the same numbers.
Finance
Led by John Ungur
The discipline behind the decisions — models, pricing, and cash planning you can actually run the business on.
Financial modeling & forecasting
Pricing & unit economics
Cash flow & runway planning
Budgeting
KPI dashboards
Fundraising strategy & materials
Investor / board reporting
Financial systems & process
Marketing
Led by Georgiana Ungur
The discipline behind demand — positioning, campaigns, and channels chosen to fit the economics, not the other way around.
Brand & positioning
Messaging
Growth strategy
Market entry & channel selection
Campaign architecture
Launch planning
Paid social & search
SEO & content
Email & lifecycle
Landing pages & conversion optimization
Analytics
Marketing automation
Finance gives the story credibility. Marketing gives the numbers a voice.
Prefer to run the numbers yourself? Our Excel templates put the models in your hands.See the templates →
Why Integrated
Separate advisors optimize different things
A finance advisor protects margin. A marketing advisor chases growth. Hired separately, each can do good work that quietly works against the other — campaigns that win customers the model can’t afford, or budgets so cautious the story never gets told. One team changes the math.
01
One plan
The forecast, the pricing, and the go-to-market plan are built together — not reconciled after the fact in a meeting neither advisor attended.
02
One budget
Marketing spend is set against runway, unit economics, and payback — so growth is funded on purpose, not by hope or by habit.
03
One story
Customers, partners, and investors hear the same company — because the narrative and the numbers behind it were written by the same team.
How We Work
Senior only. No handoffs.
One team, one plan
Every engagement is led by both founders together. Finance and marketing are never sold, scoped, or delivered as separate silos.
Numbers first, narrative second
We start with the model — pricing, margins, runway — then build the story the numbers can support. Credibility first, amplification second.
Founders do the work
No juniors, no handoffs, no account managers relaying messages. The people you meet on the discovery call are the people who do the work.
Engagements
Fixed-scope ways to work together
Productized engagements with clear deliverables and timelines. Pricing is scoped on the discovery call, based on your stage and the work involved — there are no off-the-shelf price tags because there are no off-the-shelf businesses.
4 weeks
The Revenue Diagnostic
A focused look at where revenue is leaking — and what to fix first.
Financial model review
Marketing & funnel audit
Positioning assessment
90-day action plan
8 weeks
The Growth Blueprint
The full plan: the numbers and the go-to-market strategy to hit them.
Financial model & forecast
Pricing & packaging strategy
Go-to-market plan
Channel & campaign roadmap
6–10 weeks
Fundraising Ready
Walk into investor conversations with a model and a story that hold up together.
Investor-ready financial model
Pitch deck narrative
Data room preparation
Investor targeting & outreach plan
12 weeks
The Launch Accelerator
For a new product, market, or business — planned, built, and measured end to end.
Launch strategy & timeline
Brand & messaging
Campaign build & execution
Launch measurement & optimization
Monthly · 3-month minimum
Ongoing Retainers
A standing finance and marketing team for businesses in motion — both founders, every month.
Dedicated finance & marketing leads
Monthly strategy sessions
Ongoing model updates
Campaign management
Quarterly planning reviews
Founders
A husband-and-wife founder pair
IGU Consulting is led by John and Georgiana Ungur. Every engagement is led by both founders — the finance lead and the marketing lead in the room together, from the first call to the final review.
Founder & Finance Lead
John Ungur
John brings more than 15 years of experience at Microsoft and Boeing across corporate finance and business development, including partnership and deal economics — among them the Samsung deals and CSP (cloud solution provider) partnerships.
He co-founded Kleard, a PropTech startup, and today works as a fractional CFO for growing businesses — building the forecasts, pricing models, and cash plans that marketing spend has to answer to.
Co-Founder & Marketing Lead
Georgiana Ungur
Georgiana brings 16+ years building marketing programs for technology, consumer, and professional-services brands — positioning, campaigns, and channels that turn a clear story into demand.
As marketing lead, she owns brand, messaging, and growth strategy for every engagement, working from the same model and the same budget as the finance side — not a separate plan.
Fit
Is IGU right for you?
We’re a small, senior practice by design. That makes us the right partner for some businesses and the wrong one for others — we’d rather be clear about both.
A good fit if you are…
A founder or startup getting finance and marketing aligned before — or while — you scale and raise
A growing business where marketing spend and financial reality have drifted apart, and you need them planned together
Preparing to fundraise or launch and needing the model and the story to hold up as one
Looking for senior operators who will do the work themselves and tell you what the numbers actually say
Not the right fit if you want…
A large agency team — we are two founders, deliberately, not a department with layers
Standalone deliverables as an engagement — for a model on its own, see our templates; consulting here is the integrated plan
Execution without strategy — we build the plan and the economics together before campaigns or spend
Handoffs to junior staff — if you need bench depth over senior attention, a bigger firm will serve you better
Discovery Call
Start with a conversation — free, no obligation
Tell us where the business is and where it needs to go. We’ll listen first, ask about the numbers and the story, and give you an honest read on whether — and how — we can help.
1 · We listen firstYour business, your stage, and the decision you’re facing — before we suggest anything.
2 · We name the gapsTogether we identify the top revenue gaps across finance and marketing.
3 · You leave with a next stepA clear recommendation — whether that’s an engagement with us or not.
Digital Products — Coming Soon
Professional finance templates & calculators
IGU Consulting is developing a line of Excel workbooks for partnership and deal work — the same modeling approach used in advisory engagements, packaged for practitioners. These products are in development and not yet available for purchase. When they launch, they will be sold and delivered securely through our checkout provider, Lemon Squeezy.
In DevelopmentPlanned: $79
Tiered Revenue-Share Calculator
Planned to model tiered rev-share deals with multi-year phasing, annual vs. cumulative tier resets, minimum guarantees, payout caps, and advance recoupment — with a dashboard, sensitivity table, and a one-page negotiation summary.
PlannedBundle item
Reseller / CSP Margin Waterfall
Planned template to trace a deal from list price to net realised revenue — discounts, distributor and reseller margins, incentives, and credits — so you can see exactly where margin is made or lost.
PlannedPlanned bundle: $149
Co-Sell ROI Business Case
Planned template to build a defensible co-sell case: influenced revenue, attribution, partner investment, and payback — in a format leadership and partners can both review.
Launching soon — nothing is for sale yet and no checkout is live. Planned pricing is shown for transparency and may change before launch. Once launched, each workbook will include worked examples and updates for that edition, with the refund terms in Policies below applying to purchases.
Questions
Frequently asked questions
It means finance and marketing are planned together by one team: one plan, one budget, one story. Pricing and unit economics inform which channels and campaigns make sense; marketing results feed back into the forecast. You don’t get a finance plan and a separate marketing plan that have to be reconciled later.
The founders. John Ungur leads finance and Georgiana Ungur leads marketing, and both lead every engagement together. There are no juniors and no handoffs — the people on your discovery call are the people who do the work.
With a free, no-obligation discovery call. We listen first, identify the top revenue gaps, and you leave with a clear next step. If an engagement fits, scope, deliverables, timeline, and fees are agreed in writing before work begins.
Our engagements are integrated by design — that alignment is the point of the practice. John also works as a fractional CFO, and retainers include dedicated finance and marketing leads, so the emphasis can flex by season; but we don’t take on one-off, disconnected projects in a single silo.
Business development, partnerships, and finance practitioners who structure revenue-share, reseller, or co-sell deals and need a credible, ready-to-use model instead of building one from scratch. The templates are currently in development; each workbook will include worked examples so you can see the logic before entering your own numbers.
The templates are not yet for sale. When they launch, checkout and file delivery will be handled securely by Lemon Squeezy, our payment provider — you’ll receive a download link by email after purchase, with prices in USD and sales tax / VAT, where applicable, calculated at checkout by the provider as merchant of record.
IGU Consulting works remotely with clients and customers across the United States (Eastern Time).
Contact
Book a discovery call, or just get in touch
For a discovery call, an engagement, product support, or a general question — send a note and you’ll hear back from the founders directly, typically within two business days.
Contact details
IGU Consulting Rochester, Michigan, USA Eastern Time (ET)
Discovery calls Free and no obligation. Use the inquiry form and choose “Discovery call” — we’ll reply with times.
For product support Include your order email and the product name so we can find your purchase quickly.
Send an inquiry
Choose a topic and write a few lines — the button opens your email app with the message addressed and pre-filled. Nothing is sent until you press Send there.
Once digital products launch: if a workbook doesn’t open, is materially different from its description, or can’t be fixed after you contact support, we’ll refund your purchase within 14 days. Contact us by email with your order details.
Privacy
We collect only the contact details you send us and the order information our checkout provider shares for delivery and support. We don’t sell personal information. Product emails are limited to delivery, updates, and support unless you opt in to more.
Terms
Advisory engagements are governed by a written agreement agreed before work begins. Digital templates are provided for your business use as financial planning tools; they are not legal, tax, or investment advice, and results depend on your inputs and assumptions.