top of page


Focused on early stage and growth technology companies, we first seek to understand where you want to go. Then we show how we can help get you there. As strategic partners we bring the most efficient way to lift you to the next level. Whether you need ongoing CFO support or a one-time project, our experienced team delivers strategy, planning, and financial operations that drive positive results.

Whiteboard_postit notes.jpg
finance operations.jpg
financial results.jpg


From Pre-Seed to IPO, our team has been there. We listen, identify issues, create your finance road map, and integrate with your entire team to take you to the next level.   

  • Trusted advisor to founders and investors

  • Investor communications & relationships

  • Funding strategy design and support

  • M&A assessment and support

  • Business model assessment

  • Monitor and advise on cash burn

  • Cap table review and control

  • SBIC Services - application and licensing process

Finance Operations


We meet your team where they are, securing a foundation for success. From mentoring to leading your team, we assure your financial operations are efficient and collaborative across the entire organization – keeping everyone focused on growing your business.

  • Road Map for Finance – tech stack/outsourcing/deliverables

  • Accounting processes for budgeting, reports, and taxes

  • Team building and development

  • Identifying threats, bringing solutions

  • Compensation plans that drive results


Whatever stage of growth, how you track against plan and how swiftly you adapt to reality is everything. We help you establish KPIs that keep the entire company focused on results. We deliver a dashboard to keep you on track. We assist you in crafting the financial story to keep stakeholders cheering.

  • Forecasts and valuations

  • Develop Key Performance Indicators

  • Pricing, Customer Acquisition Cost, profit margin

  • Meaningful benchmarks

  • Create and monitor dashboard

bottom of page