We provide Business and Financial Advisory Services for entrepreneurs seeking to build scalable businesses.
Our mission to uplift entrepreneurs by equipping them with innovative business growth strategies
We are a business and financial advisory firm that provides Business and Financial Advisory Services for entrepreneurs seeking to build scalable businesses, access finance and manage their finances effectively through coaching, masterclasses, mentorship, consulting and training services to enable them achieve their full business potential.
Founded in 2016, we have worked with over 2,300 entrepreneurs directly or in cohorts and enabled a good number to effectively run their businesses achieving growth, engage with investors qualifying them to raise capital as well as achieve substantial business milestones.
We are strongly anchored by the following core values;-
To Champion Financial Solutions for Entrepreneurs in Africa and beyond.
To break the Business and Financial bottlenecks business entities encounter when accessing finance in order to achieve their full business potential while growing our stakeholder value.
Upscale Consulting is driven by a team with wealth of experience and know-how in building financially successful individuals and businesses. Over time, we have built a network of associates and partners in and outside the country.
She is a finance professional having obtained a Bachelors in Commerce from Africa Nazarene University in Banking and Finance and a CPA holder from Strathmore University. She is a Certified Business Trainer with the SIYB by ILO, with the Make-IT Mentor Driven Capital by VC4Africa; and Imarisha Mentoring Program run by Mowgli Mentoring (UK based) as well as trained coach with Creative Metier.
Prior to founding Upscale Consulting, Stephanie worked with SMEs in the Commercial Banking and Finance Sectors for 14years as a Finance Credit Expert; helping businesses through the lending processes to enable them acquire the necessary capital.
She has skills in providing investor readiness services, which entails an holistic assessment of a business situational analysis, financial planning and modelling, preparation of fund raising documentation - business plans, business proposals and pitch decks, putting together necessary documentation, capital raising, investment structuring, business valuation, facilitation on investor targeting strategies, investor relations, due diligence and post investment support.
Stephanie has worked with several institutions such as Family Bank Ltd, Equity Group Foundation, Kenya Institute of Management (KIM), Kayana supported by UK TechHUB, Pangea Accelerator EA, Strathmore Business Club, Founders Boost (USA), Cytonn e-hub, HULT Prize Foundation (a Global initiative supporting social enterprises in the Universities), Young Ventures Program - a GIZ funded program, KIEP250+, StartUP R.O.A.D MapProgram-SNDBX and WYLDE International as a trainer, coach and mentor with their cohorts.
She sits in the KNCCI (Kenya National Chamber of Commerce and Industry) Youth Board, as well as other SME boards supporting the business and financial advisory function.
Stephanie is passionate about equipping budding and growing entrepreneurs by enabling them identify and master their core in order to build profitable, scalable and sustainable businesses while maintaining their financial wellness.
He has 5 years experience spread across Strategy(Deloitte), Innovation, Management Consulting, Business Development, Impact Investment working alongside local and international financial services firms, investment managers, Private Equity, Venture Capital and International Financial Centers to bridge funding gaps within the African business ecosystem to stimulate economic development.
He is currently upskilling in Sustainable Finance and Investment with an eye on developing
Subject Matter Expertise on Impact Investment and Sustainable Investing. On the play side, you can find him practicing Martial Arts, Chess and outdoor activities.
Worked with various Banks including Equity Bank Ltd, Family Bank Ltd and Faulu Microfinance Bank Ltd.
Sitati is a registered Certified Investment and Financial Analyst (CIFA-K) of Kenya having been registered by the ICIFA under the Laws of Kenya. He holds a Master degree of Business administration, strategic management and Bachelors degree of Education Science, Mathematics.
His areas of preference are Finance, Financial analysis, Management Consultancy, Auditing and Advisory.
He has over 7 years experience in handling a portfolio of companies with revenues ranging from KES 1million to KES 50 Million per month and an employee range of 12 to