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.
Prior to founding Upscale Consulting, Stephanie worked with SMEs in the Commercial Banking and Finance Sectors for 14 years as a Finance Credit Expert; helping businesses through the lending processes to enable them acquire the necessary capital they need to grow and manage their finances effectively.
She has top skills providing investor readiness services, which entails an holistic assessment of a business situational analysis, financial planning and management, preparation of fund raising documentation such as business plans and pitch decks and putting together necessary documentation, capital raising, investment structuring, business valuation, facilitation on investor targeting strategies, investor relations, due diligence as well as post investment support.
In the Business Ecosystem, Stephanie is a Certified Business Trainer for the SIYB (Start and Improve Your Business) Entrepreneurship Program championed by ILO (International Labour Organization). She is also a Certified Business Mentor 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.
She’s the Investor Readiness Expert at the SNDBX (www.sndbx.ke) a consortium of different professionals serving entrepreneurs in key business aspects.
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 maintain their financial wellness.
He has a rich background in Operations, Marketing and Financial Planning & Analysis with over 13 years’ experience working for Shell in various senior management positions.
Beyond this, Jan is a certified Mindset Transformation Practitioner and Coach, a qualification he uses in his business mindset training for hundreds of start-ups and SMEs, helping them grow combined revenues to well over $ 10 Million to date.
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.