Personalized FP&A services for your company from startup to exit
We cover a full range of FP&A services to aid companies of all sizes to grow, scale, fundraise and exit.
Trust Worthy
We’ve built a reputation as a strategic, reliable and accurate source of financial information for founders and operators throughout a business’ lifecycle.
Experienced
With over 15 years of experience across several industries, along with a diverse background of experience in both corporate and startups settings gives us a unique perspective of what a company’s financial needs are.
Professional
Transparency and professionalism is at the core of our work. We do our best to tailor the finance support needed while cutting out the waste that often accompanies professional consulting firms.
What we Do
Your Full Suite Finance Department
Having a strategic CFO in your corner
Whether you are at the concept stage or the series A stage, having a partner that can help advise thoughtful deployment of capital and monitor cash flow, review financials for accuracy and completion, handle the day-to-day finance tasks, and assist in growing your organization’s value until acquisition, the next fundraise or profitability is important to achieve key milestones.
Financial Modeling
Let’s build a budget to track the performance of your business. It can then become a monthly forecast to track your organization’s progress or back-up for the 409A process. Need to develop a return model for a project, investment or acquisition? With over 15 years of developing complex financial models, leave the excel to us.
Fundraising
Not only can we assist with the development of collateral for your pitch deck. We can provide advice on structure and content and become the point person for all the financial questions that come up in the process.
