Oversee the accounting function to ensure accurate, timely, and compliant books - whether in-house or via external partners - bridging the gap between accounting and strategic finance.
Build and manage budgets, then track performance against plan to identify deviations, uncover drivers, and inform course correction.
Design and automate systems to support complex needs across customer types, revenue models, and service provider types.
Analyze major vendor spend and renegotiate contracts with a focus on cost savings, performance benchmarks, and strategic alignment.
Design and implement scalable reporting systems and financial workflows that reduce manual effort, improve data integrity, and create visibility across stakeholders
Build robust financial infrastructure and systems that scale with your growth.
Comprehensive financial and operational guidance to accelerate growth and maximize value
Build dynamic, driver-based financial models that support budgeting, forecasting, scenario planning, and board-level decision-making with precision and clarity.
Identify, define, and operationalize the key performance indicators that enable real-time visibility into business health and drive decision making.
Evaluate investment decisions across functions, products, and initiatives to ensure capital is deployed where it drives the highest ROI and alignment with strategic priorities.
Develop insights into unit economics - LTV/CAC, channel and product margins, payback periods - to distinguish scalable growth levers and uncover opportunities to improve revenue and profitability.
Craft investor-grade materials and talking points that anticipate board questions, highlight strategic progress, and align stakeholders around key priorities.
Build flexible pro forma models that compare the the impact of various round terms on ownership, dilution, and post-money cap table outcomes. Lawyers aren't quantitative experts and software tools often don't capture the nuance of your company's specific documents - we know how to get to the core issues quickly and with precision and flexibility.
Evaluate and optimize pricing strategy through data-driven analysis of customer behavior, cost structure, and competitive positioning to maximize revenue and margin.
Support end-to-end preparations for equity and debt raises, from narrative development and model building to diligence management and term sheet negotiation.
Prepare companies for successful exit processes with clean financials, compelling narratives, detailed data rooms, and hands-on support across diligence, deal negotiation, and execution.
Support investors and operators through the full acquisition lifecycle - including target evaluation, financial modeling, valuation, deal structuring, diligence, and post-close integration planning.
Help management teams communicate clearly and credibly with current and prospective investors, aligning on key metrics, strategy, and performance milestones.
Evaluate and structure partnership deals by identifying the core values and translating those into the right economic model. Work with internal and external stakeholders to structure terms and craft an implementation plan that maximizes the value of each partnership.
End-to-end M&A and fundraising support from preparation through successful execution.
01
Foundational Finance
Build robust financial infrastructure and systems that scale with your growth.
Accounting Oversight
Budgeting and Variance Analysis
Advanced Invoicing & Complex Payments
Vendor Negotiations
Financial Reporting
02
Strategic Finance
Comprehensive financial and operational guidance to accelerate growth and maximize value.
Financial Modelling
KPI Tracking
Captial Allocation
Unit Economics
Investor and Board Prep
Cap Table Analysis
Pricing Strategy
03
Transaction Advisory
End-to-end M&A and fundraising support from preparation through successful execution.
Fundraising
Sell Side M&A
Buy Side M&A
Investor Relations
Partnerships
We partner with high-growth companies and investors
From early-stage startups building their first model to PE portfolio companies optimizing for an exit, our clients turn to us for clear, execution-ready advice.
Whether the need is strategic, operational, or transactional, our modular service model lets us embed into your team where it matters most.
