Strategic Financial Advisory

Advice without
accountability is
just opinion.

We provide CFO-caliber financial leadership for growth-stage companies—with the presence, judgment, and accountability that your investors and board actually need.

10+
Finance Experience
Before advising on deals, we were inside them—building companies from the ground up, and learning from both the wins and the losses.
$36M+
Capital Advised & Raised
The experience behind Northstone, across eight industries and nine companies.
8+
Industries Covered
From clean energy to fintech to SaaS—good financial judgment isn't industry-specific.

Financial leadership
with skin in the game

Most financial advisors hand you a report and move on. We don’t. Northstone was built around a different model—one where our name is attached to the advice we give, and where we stay engaged long enough to see whether it worked.

We serve growth-stage companies in the Philippines who need the rigor and credibility of a senior CFO—but without the cost or rigidity of a full-time hire. Our experience ranges from homegrown Philippine businesses to companies backed by investors from Australia, China, and the United States—all of whom demand a high standard of financial reporting, discipline, and accountability.

Northstone was built on a simple observation: the Philippine advisory market has no shortage of people who will tell you what you want to hear. What’s harder to find is someone willing to put their name behind the advice—and stay accountable to the outcome. That gap is why this firm exists.

Advice without accountability is just opinion.

— Northstone, our guiding principle

We keep a small client list because senior attention is the product. Your engagement isn’t handed to a junior.

We price on outcomes, not hours. Retainers are paired with success fees where it makes sense to signal we’re aligned with your results.

We stay independent. We don’t take deal fees that compromise our advice. What you hear from us is what we actually believe.

Who We Are

Marvine Lawrence Sy

Founder & President

Marv brings over a decade of experience spanning equities trading, management consulting, and corporate and strategic finance. His direct experience includes advising and raising over $36 million in capital across sectors including fintech, clean energy, manufacturing, and infrastructure—working with companies backed by investors from Australia, China, and the United States.

He holds an MBA from the Ateneo Graduate School of Business.

Rodel Parate Jr.

Senior Associate

Rodel is a corporate finance and investment banking professional with focus on corporate finance advisory, capital raising, and deal advisory from sell-side to buy-side. He has played a pivotal part in managing financial operations for start-ups and MLEs across technology, FMCG, commercial & consumer lending, and energy including electric vehicles and battery.

His experience includes more than $200 million in capital and project value across financial modelling, financial analysis, due diligence, and deal structuring advisory.

Modular financial leadership
for every stage of growth

Clients access specific services or the full CFO suite, depending on where they are and what they need. Engagements typically deepen over time—starting with a project, expanding to a retainer.

Tier 1
Project-Based Entry
Bounded engagements. Clear scope, defined deliverable. Good first step.

Investor Readiness

4–6 week diagnostic to assess your readiness to raise capital. Know where the gaps are before investors find them.

Financial Modeling

Feasibility, valuation, and operating models built for real decisions—not just deck slides.

Lending & Credit Advisory

End-to-end support for companies raising debt. Structure, documentation, lender negotiation.

Financial Due Diligence

Buy-side DD support for investors and acquirers who need independent financial analysis.

Tier 2
Recurring Advisory
Ongoing oversight without a full-time hire. Monthly accountability built in.

Financial Advisory Retainer

Monthly advisory, model maintenance, one external meeting. For companies with internal finance capability needing strategic oversight.

Treasury & Debt Oversight

Independent monitoring of treasury operations, covenant tracking, cash flow planning, bank liaison.

Portfolio & Investor Reporting

Independent portfolio oversight for family offices. Dashboards, KPI tracking, early warning monitoring.

Data Room Maintenance

Keep your investor data room current and presentation-ready. Quarterly readiness reviews.

Tier 3
Strategic Relationship
Embedded CFO-level partnership. We’re in the room when it matters.

CFO Retainer — Essential

Operational financial leadership. Monthly reporting, cash flow management, board deck preparation, KPI monitoring, debt oversight.

CFO Retainer — Strategic

Full strategic partnership. Everything in Essential, plus investor relations, cap table management, transaction readiness, board participation.

Independent Director

Board-level governance and oversight. Meeting attendance, audit committee, governance advisory, between-meeting consultation.

Let’s talk about
your next move

If you’re raising capital, managing investors, or building a finance function that actually holds up under scrutiny—we should talk. Every engagement starts with a conversation.

marvine@northstonemgmt.com

Metro Manila, Philippines