Financial Leadership Built for the Venture Ecosystem
We deliver the full spectrum of CFO capabilities — from day-to-day financial operations to board-level strategy — tailored to the unique demands of VC funds and high-growth startups.
Flexible Engagement Models
Every company is different. We structure our engagements to match your stage, budget, and the depth of support you need.
Fractional CFO
Ongoing Strategic Partnership
A dedicated CFO resource embedded with your team on a part-time basis. Ideal for companies that need consistent financial leadership without the cost of a full-time hire. Typically 10–20 hours per month.
Project-Based Advisory
Targeted Engagements
Focused engagements for specific milestones — fundraising rounds, M&A transactions, audit preparation, or financial system buildouts. Defined scope, timeline, and deliverables.
VC Fund Services
Fund-Level Financial Management
Specialized financial management for venture capital funds — LP reporting, portfolio monitoring, fund accounting, and investor relations support. Built for emerging and established fund managers.
Everything You Need, Nothing You Don't
Financial Leadership
Fractional CFO
Ongoing financial leadership covering all aspects of the CFO function — financial reporting, cash management, team oversight, and board communication.
Finance Team Building
Recruiting, structuring, and mentoring your internal finance function as you scale from founder-led to institutionalized.
Financial Systems & Infrastructure
Implementing and optimizing accounting systems, ERP platforms, and financial reporting infrastructure for scale.
Fundraising & Capital
Fundraising Readiness
Preparing your company for investor scrutiny — financial model review, data room construction, and narrative alignment before you enter the room.
Investor Relations
Ongoing communication with existing investors, board reporting, and managing the financial narrative through growth and transition.
Cap Table Management
Equity structure analysis, option pool management, and cap table modeling through multiple rounds of financing.
Strategy & Planning
Financial Modeling & Forecasting
Rigorous, scenario-based financial models that give leadership the clarity to make high-stakes decisions with confidence.
Strategic Planning
Annual and multi-year planning processes that align financial resources with strategic priorities and growth objectives.
KPI Framework Development
Designing the metrics and reporting cadence that keeps your board, investors, and leadership team aligned.
Transactions & Compliance
M&A Advisory
Buy-side and sell-side financial advisory — due diligence, valuation analysis, deal structuring, and integration planning.
Audit Preparation
Preparing your financial statements and internal controls for external audit, ensuring a clean process and credible results.
Compliance & Governance
Building the financial governance frameworks that satisfy institutional investors, board requirements, and regulatory obligations.
Not Sure Which Engagement Model Fits?
Schedule a confidential consultation and we'll assess your current financial infrastructure, identify the gaps, and recommend the right level of support.
Schedule a Consultation