Finance that scales with ambition
Most CFOs keep the trains running. We are operating partners that build the rails for growth, delivering enterprise-level resources for your business. Our team installs the systems, visibility, and discipline that CEOs and investors demand while creating operating leverage through AI and automation.
You are…
Venture-backed companies (Series A–C) under pressure to prove efficiency and scale.
PE-backed companies driving EBITDA expansion and professionalization.
Founders and CEOs who want finance to accelerate growth, not just track it.
We are…
Strategic CFO oversight: Department supervision, capital strategy, senior team support, and investor communication.
Internal + external team: Execution by controllers, analysts, and systems operators, whether existing or sourced.
AI-powered processes: Best-of-breed reporting, forecasting, collections, and vendor management that cut cycle times and error rates.
Value-creation work streams: Pricing strategy, go-to-market analytics, profitability levers, and more.
How we work
Evaluation and onboarding: Understanding the business, its challenges, and your goals, then jointly developing a plan.
Process control: Executing core financial tasks, producing analysis, setting cadence, and refining how work gets done.
Systems and resources evolution: Selecting and implementing software, vendors, financial partners, and more.
Transition: Supporting financings and sales - including via our relationships - as well as internalizing functions to further develop corporate maturity.
Special Situations
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M&A
We have stood-up and supervised programmatic acquisition capabilities, including building relationships with intermediaries and supporting transaction-related workflows. Becoming an acquirer is a transformation for the client that starts long before the first deal is closed. We focus on aligning expectations and developing capabilities that serve immediately and for the long-term.
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Distress
Growth is rarely a straight line. Like so many challenges, financial distress is about resetting expectations and finding a path forward. We also deal with operational distress, like sudden key employee absences. In both situations, we focus on providing stability to internal and external audiences, allowing the business to move forward intentionally.
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Capital Allocation
Becoming a multi-product or multi-geography company is a big step for a client. Thinking about a business as a portfolio of investments isn’t just math; it’s learning to set incentives, allocate resources, and ensure visibility in ways that keep an increasingly-diverse team pointed toward common goals.
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Regulation
Every industry is affected by the requirements of diverse stakeholders, like governments, unions, investors, donors, and countless others. We focus on building the capabilities to interact with conviction and clarity, creating strong relationships while remaining focused on business goals.
Please note we do not provide legal, accounting, investments, tax, valuation, or any other form of regulated advice.