From first raise to PE exit.
Six ways to work together — each built for a different stage, a different need, and a different budget. Start where it makes sense. Scale when you're ready.
Services
Founder Advisory & Financial Coaching
Two ways to engage, depending on where you are and what you need.
Financial Coaching — One-on-one sessions designed to build your financial confidence and credibility. We work through reading and interpreting financial statements, understanding SaaS unit economics, preparing for investor conversations, and building the fluency to lead financial discussions in the boardroom.
Founder Financial Advisory — Everything in coaching, plus hands-on support building the financial scaffolding your company needs to raise capital and scale. This includes designing reporting frameworks, establishing KPI structures, building the financial narrative for your raise, and reviewing financials ahead of board meetings. You own and run it — we help you build it right.
Best for: Founders and CEO/operators who are managing the financial side themselves and need a strategic finance partner to build fluency, structure, or both.
Capital Raise & Transaction Support
Project-based engagement for companies navigating capital raises, acquisitions, divestitures, or refinancing events. We provide term sheet evaluation, investor and lender due diligence, financial model preparation, data room management, and deal negotiation support.
Best for: Founders and first time management teams preparing for or actively engaged in a capital event - from a first institutional raise to a PE exit.
Financial Infrastructure Buildout
A defined-scope engagement to stand up or transform your financial infrastructure. This included ERP implementation, revenue recognition frameworks, reporting packages, forecasting models, KPI dashboards, and close process optimization.
Best for: Companies outgrowing QuickBooks, preparing for institutional capital, or needing to professionalize finance operations post-investment.
Strategic Advisory & Board Service
Your company has a finance team handling day-to-day operations, but your investors want strategic finance leadership at the table. We translate financial data into board-level insight, guide capital allocation decisions, and evaluate M&A opportunities — bringing the perspective of a seasoned operator to your most critical strategic conversations.
Best for: Companies with a VP Finance or Controller in place who need PE/VC-experienced strategic oversight and board-level perspective.
Fractional CFO
his is the CFO your company needs — without the full-time hire. We own the finance function and operate as a strategic partner to the CEO and a direct liaison to your board and investors. This includes financial planning and analysis, cash flow management, board reporting, lender and investor relations, and oversight of the entire financial function.
Best for: PE/VC-backed companies that need senior CFO leadership without the full-time cost.
Services for PE & VC Firms
Embedded finance leadership across your portfolio - before, during, or after investment.
Portfolio Health Reviews: Quarterly financial assessments across your portfolio companies. We identify risks, surface opportunities, and provide the financial perspective your deal team needs to drive value creation.
Pre-Investment Due Diligence: Operator-led financial diligence on acquisition targets. We go beyond the numbers to evaluate financial infrastructure, team capability, and operational readiness - the things a spreadsheet won’t tell you.
CFO-in-Residence: Fractional CFO leadership deployed across your portfolio as needed. One experienced finance operator available to your companies without the overhead of a full-time hire at each one.
Best for: PE and VC firms that need finance leadership across their portfolio - before, during or after investment.
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