Financial Storytelling

From founder decks to CFO reports — the story still gets lost in translation.

Founders know their numbers. CFOs master the details.

But both forget one thing — investors don’t think in spreadsheets.

60% of CFOs admit their teams lack persuasion skills.

63% of investors remember stories — only 5% recall raw stats.

When clarity fades, confidence drops — and deals stall.

Clarity = Numbers × Narrative

One without the other doesn’t move capital.

Financial storytelling turns numbers into clarity investors act on.

In every raise, there’s a story playing out — and the investor is the hero.

They start skeptical, hunting for risk.

They end convinced, ready to commit.

Your job isn’t to impress them — it’s to guide them.

Financial storytelling gives you the map.

Phase 1 — Understand the Numbers.
Audit, simplify, and uncover what truly drives your business.

Phase 2 — Shape the Narrative.
Turn insights into storylines that bridge data and direction.

Phase 3 — Deliver with Confidence.
Align founders, CFOs, and teams to tell one coherent story — everywhere it matters.

This is how clarity compounds.

Because investors don’t back spreadsheets — they back stories they believe in.

Three moments where clarity changes everything.

1. Startups preparing the next round.
The deck is crowded, the model buried in tabs, and every investor asks a different version of “How does this scale?”
I rebuild the financial story — one narrative across deck, model, and data room — so investors grasp the logic fast and lean in.

2. Growth-stage companies under pressure to deliver.
You’ve raised capital, the board expects proof, and monthly updates feel like defense instead of direction.
I align reporting with storylines that show how spend turns into growth and confidence returns to the table.

3. Portfolio or PE-backed teams reporting to investors.
The fundamentals are solid — revenue up, margins steady — but reports read flat.
I translate performance into a story of progress and strategy, not just numbers on a slide.

The result:
Faster funding rounds. Stronger board alignment. Reports investors actually read.

That’s the power of financial storytelling done right.

morety.uno — where financials meet storytelling.

I’m Bruno Morety — a financial controller turned storyteller.

Five years in sales & marketing controlling at a global manufacturer — planning market P&Ls worldwide and aligning financial narratives with go-to-market strategy.

I bridged headquarters and local CFOs: pressure-testing plans, surfacing risks, and presenting the story behind the numbers — in boom cycles and in downturns.

I learned the hard truth: major decisions aren’t made on spreadsheets alone — they’re made on belief grounded in numbers.

Now I help seed and growth-stage companies do the same — turning financials into investor-ready narratives that secure capital and align boards.

Clarity isn’t a soft skill — it’s a financial advantage.

Preparing a funding round? Finalizing your next investor presentation?

That’s when financial storytelling matters most — when numbers alone no longer carry the weight.

I work with founders and CFOs to build investor-ready narratives — discreetly, efficiently, and with total privacy of their financials.

→ Book your Discovery Call.