Finance, operations, and go-to-market for growth-stage tech.
We work with growth-stage technology companies that have real revenue and no full-time CFO or COO. Usually the model was built for the last raise and hasn't been touched since, the pipeline forecast is a guess, and someone reconciles billing, the CRM, and the bank by hand before every board meeting.
Some engagements mean running finance and operations for several months. Others are a single project, such as a raise, an audit, a model rebuild, or a CRM cleanup. We work on a retainer or by project, and when a company is ready for a full-time hire, we help find the right person and hand over.
// Services
Fractional CFO
Forecasting, cash and runway, the monthly close, and board reporting, plus answers to your investors' finance questions.
Fundraising
The model, the data room, and diligence prep. We've led venture and growth investments, advised on M&A deals, and sat on investment committees, so we know the questions investors will ask.
Operations
OKRs, a weekly leadership scorecard, clean CRM and billing data, and AI tools that take routine reporting off your team.
GTM advisory
Pipeline and forecast discipline, conversion tracking, CRM cleanup, pricing and discount guardrails, and hands-on help closing enterprise deals.
Financial modeling
Driver-based models that tie hiring and spend to revenue and runway, built from your contracts and actuals.
Market research & diligence
Market sizing, competitor and customer research, and commercial diligence on a market, a deal, or an acquisition target.
// Next
Need a CFO, raising, or selling shares?
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