About Oakmeadowtrack
Oakmeadowtrack helps finance teams build a clear connection between forecasting and planning so leadership can make informed trade offs. Forecasting predicts future outcomes by analyzing historical revenue, expense, and cash flow data and by applying scenario assumptions. Planning uses those forecasts to create budgets, prioritize investments, and align teams behind measurable goals. We design processes that are data driven yet practical, so your models drive decisions rather than create extra work. Our focus is on usable forecasts that feed monthly and rolling planning cycles, supported by governance that keeps plans adaptable when assumptions change.
Our mission and values
Our mission is to make forecasting and planning accessible, actionable, and aligned with strategic priorities. We believe the best financial decisions come from models that are transparent, traceable, and tied to operating realities. Accuracy matters, but so does usability. We partner with teams to translate complex assumptions into driver based models that reveal the levers of value creation. We emphasize inclusive planning where finance empowers product, operations, and leadership with scenario outputs and clear choices. Trust, clarity, and practicality guide our engagements so each plan is measurable and managers can take confident action.
We operate with a stewardship mindset. That means ensuring cash flow visibility, aligning resources to the highest impact initiatives, and building repeatable rhythms for review. Our work is designed to be sustained by your organization: we deliver training, documentation, and playbooks so practices remain effective when we step back.
Trusted advice
Experienced finance practitioners who focus on actionable outputs and decision quality.
Practical tools
Models, templates, and dashboards that your team can maintain and adapt over time.
Scenario first
We build scenario frameworks that connect triggers to pre-agreed actions and funding plans.
How we engage
Engagements start with a short diagnostic to assess forecasting maturity and pain points. We then recommend a fit based approach - for early stage companies we focus on revenue and runway modeling and investor ready scenarios; for growth stage companies we implement rolling forecasts and driver based budgets; for larger organizations we integrate planning across units and automate data flows into consolidated dashboards. Each project delivers models, governance artifacts, and training so teams can sustain the practice. We work with finance leaders to embed monthly and quarterly review cadences that use forecasts as the trigger for resource reallocation and strategic adjustments.