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Fractional CFO Services

Our experienced team of CFOs collaborate with your leadership team to develop and manage financial reporting for better transparency and decision making. We work with you to build out detailed pro forma financial and cash flow models and develop KPI dashboards for insights across the business tailored for management, board and investor presentations. We work with accountants and staff to ensure accuracy in reporting and oversee audit and tax services.

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Accounting & Financial Reporting

Our team of controllers, accountants and bookkeepers can support all of your accounting needs including day-to-day transaction processing, AR/AP, payroll, bank reconciliations, month-end close, preparing tax and audit schedules and producing financial reporting packages.

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KPIs & Dashboards

Whether it is evaluating your sales pipeline or tracking your SaaS metrics for investor reporting, we build out custom dashboards to help you measure, monitor and improve the performance of your business.

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Strategic Finance

Our experienced team of finance professionals can provide counsel on all aspects of your businesses including business model, pricing, sales strategy, strategic execution, corporate structure, operations, HR policies, stock issuance, cap table management and raising capital. 

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Capital Advisory

We work with your leadership team to support and advise you in your capital needs and fundraising efforts including preparing strategy, presenting to investors and analyzing terms. We can assist with cap table management and provide pro forma scenario analysis for different terms. Our team has experience in negotiating terms, responding to due diligence and closing of convertible notes, SAFEs, Title III equity crowdfunding, venture debt and seed through Series D equity rounds.

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M&A Support

Whether it is preparing for an exit or doing an acquisition we can support you through the process. We will work with you to ensure the company is ready for an exit, prepare and manage both buy and sell side diligence, partner with stakeholders to negotiate terms and work with teams on post transaction integration.