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
CEO & Founder Financial Coaching
One-on-one coaching designed to build your financial confidence and credibility. We work through reading and interpreting financial statements, understanding SaaS unit economics, building investor-ready financial models, and preparing for the conversations that matter most - whether that’s your first pitch or your next board meeting.
Best for: First-time found, technical founders, and CEO/Operators who want to strengthen their financial acumen.
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
We serve as a strategic finance advisor or board observer, providing guidance on capital allocation, M&A evaluation, growth strategy, compensation benchmarking, and investor communications. Think of it as having a seasoned CFO on call for the decisions that matter most.
Best for: Companies with a VP Finance or Controller in place who need PE/VC-experienced strategic oversight and board-level perspective.
Fractional CFO
Full-scope CFO leadership on a fractional basis. We embed with your team 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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