When to ask FELIX
- You need capital and do not know whether to borrow, raise or bootstrap.
- You are preparing to speak to a lender or an investor.
- You are sitting on cash and want to know what to do with it.
What owners ask FELIX
- I need about 40k to buy equipment that would let me take on bigger contracts. Compare my realistic funding options and the true cost of each.
- What would a lender want to see from a business like mine before saying yes?
- I have cash sitting in the current account doing nothing. What are my sensible options?
Quick asks in the app
- Compare my finance options
- Should I lease or buy?
- Get ready to talk to a lender
Not for FELIX: Day to day cash flow management. That is MAYA.
Works alongside
- MAYA, Cash & ProfitCash, profit, prices and forecasts: whether the numbers work.Meet MAYA
- AVA, StrategyWhere the business is heading: what to grow, what to drop and big decisions.Meet AVA
Guides for this work
- How do I make a cash flow forecast for a small business?Week by week for 13 weeks: cash in on the day each customer actually pays, cash out on the day it leaves, VAT and PAYE dates included. UK guide.Read the guide
- How do I make a cash flow forecast for a US small business?Build a 13-week forecast from your books: cash in when customers really pay, cash out for payroll, payroll tax, sales tax and estimated tax.Read the guide
Free lessons FELIX is part of
Which plans include Loans & Funding
Scale includes all sixteen specialists. On Starter you choose three to work with ALEX, and on Growth nine, and you can swap any time. FELIX shares one memory of your business with the rest of the team, so you only explain things once.
Questions owners ask
What does Greymill's Loans & Funding specialist do?+
FELIX is Greymill's Loans & Funding specialist. Loans, grants and investors, so you get money in on the right terms. Loans, grants and investors: getting money in when you need it.
When should I ask FELIX?+
You need capital and do not know whether to borrow, raise or bootstrap. You are preparing to speak to a lender or an investor. You are sitting on cash and want to know what to do with it.
Which Greymill plans include Loans & Funding?+
Scale includes all sixteen specialists. On Starter you choose three to work with ALEX, and on Growth nine, and you can swap any time.
Can FELIX send emails or file anything for me?+
Not on its own. Nothing is sent unless you press Send, Greymill only changes your books when you press Approve and never makes a payment, and it files nothing unless you send it yourself. Where a matter needs a regulated professional to sign it off, Greymill says so and tells you exactly what to take to them.
Is there a free trial?+
Yes. Every plan starts with a 7-day free trial on full Scale access, no card needed, so you can try FELIX with the whole team.
The rest of the team
- ALEX, Ask AnythingMeet ALEX
- AVA, StrategyMeet AVA
- ELLA, Daily OperationsMeet ELLA
- JAMES, Big ProjectsMeet JAMES
- THEO, TechnologyMeet THEO
- GRACE, Staff & HRMeet GRACE
- MAYA, Cash & ProfitMeet MAYA
- MARCUS, Tax & BookkeepingMeet MARCUS
- DARA, Data & AnalyticsMeet DARA
- NINA, MarketingMeet NINA
- LUKE, WritingMeet LUKE
- COLE, Sales & QuotesMeet COLE
- BLAKE, CoachingMeet BLAKE
- LEO, Contracts & DisputesMeet LEO
- IVY, Rules & LicensingMeet IVY