Solutions to Fit Your Stage of Growth
Delivering Measurable Results
Advisory
Who It’s For
Growth-stage technology companies exploring capital raises (equity or debt), M&A opportunities, or other strategic financial decisions. We partner directly with founders, CFOs, and board members navigating high-stakes moves.
Challenges We Solve
- Uncertainty around capital strategy and deal structuring
- Limited internal bandwidth for complex financial transactions
- Complex board/investor dynamics in transactional contexts
- Need for proactive preparation: identifying targets, defining strategy, and building toward a successful outcome
What You Get
- Strategic advisory across equity, debt, and hybrid financing options
- Transaction readiness and full lifecycle support: due diligence, modeling, negotiation
- Clear decision-making frameworks and investor communication
- A trusted partner through high-stakes transitions
Why It Works
We approach every advisory engagement with the discipline of an investor and the agility of an operator. Our tech-industry focus means we bring deep deal knowledge and can structure the right capital plan for your specific situation.
Typical Engagement
Project-based or milestone-driven tied to a specific raise, M&A process, or strategic finance event. We also offer ongoing, longer-term support focused on capital planning, board/investor strategy, and executive-level finance support.
Fractional CFO
Who It’s For
Venture-backed or bootrapped companies — typically at Seed to Series B stages — who need CFO-level leadership. We often support founders, CEOs, and existing CFOs seeking executive-level mentorship, board prep, or strategic decision support.
Challenges We Solve
- Inexperienced or recently departed financial leadership
- Capital inefficiency and unclear cash runway
- Scaling complexity and readiness for investor/board scrutiny
- Need for strategic financial oversight during inflection points
- Preparing for an M&A, fundraiser or turn-around
What You Get
- Executive-level guidance on capital planning, investor engagement, and financial modeling
- Hands-on support through capital raises, restructures, or strategic pivots
- Senior financial leadership, mentorship for finance teams or transitioning CFOs
- Financial leadership that drives clarity, alignment, and results across the business
- Board management and communication support, including materials, prep and presentation
Why It Works
We bring an immediate impact because we’ve lived this before — as CFOs, VCs, operators, and bankers. Our deep experience with technology companies means we speak the language, understand the growth journey, and integrate seamlessly into your team from day one.
Typical Engagement
Ongoing embedded leadership, with flexibility to scale support up or down.
Strategic Finance
Who It’s For
High-growth companies in need of robust financial planning, forecasting, and scenario analysis. Ideal for startups approaching Series A+ and scale-ups preparing for expansion or exit.
Challenges We Solve
- Lack of forward-looking financial clarity
- Ineffective or outdated planning models
- Investor pressure to improve reporting quality and strategic insight
- Leadership teams unable to plan for uncertainty or scale scenarios
What You Get
- Dynamic financial models, dashboards, and scenario plans
- Integrated strategic planning across departments
- Real-time decision support for founders, CFOs, and boards
- A foundation for confident capital deployment and growth execution
Why It Works
We blend deep analytical capability with real-world tech finance experience. Our strategic finance team operates like an in-house function — delivering not just data, but clarity.
Typical Engagement
Flexible partnership - either leading the strategic finance function or complementing an existing team during key growth stages and transitions.
Controllership
Who It’s For
Early-stage startups and scaling tech companies that need reliable accounting, financial systems, and operational finance support — without the cost of building a full in-house team.
Challenges We Solve
- Disorganized or non-existent accounting infrastructure
- Filling in for temporary vacancies before a new hire when people leave
- Difficulty closing books accurately or on time
- Lack of investor-ready financials
- Inefficient or manual finance workflows that won’t scale
- Gaps in systems and processes needed for accurate, timely, and scalable financial reporting
What You Get
- Day-to-day accounting and financial operations
- Back-office infrastructure: systems, processes, controls
- Scalable support for recruiting, onboarding, and mentoring internal finance staff
- Ongoing reporting and compliance for investors, boards, and regulators
- Accurate, timely financials that stand up to investor, auditor and regulatory scrutiny
Why It Works
We tailor your financial operations to fit your stage and goals. Whether you’re pre-revenue or ramping up to Series B, we ensure your accounting backbone supports — not stalls — your growth.
Typical Engagement
Embedded or fractional controllership, with scope evolving as internal teams grow.
