Sound judgment under uncertainty
Strategic Finance Advisors
Our team is made up of experts who have demonstrated calm under chaos and willing to step into insurmountable business challenges and deliver what your business needs to move forward.
Trusted by our partners:
We carry the weight of your financial & operational concerns -
So you can focus on building your company.
Our Services
Pre-Fundraise: Planning
Services to strategize & prepare for financing rounds, and general consultation. These services typically fall into a CFO’s expertise.
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Contact us for general financial inquiries, or for reviews over any parts of your business & operations.
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It begins with narrowing down options for financing alternatives, based on your specific business need.
Defining your capital roadmap is critical before you pitch. We help you calculate exactly how much to raise and when, selecting the right instruments—from SAFEs to Venture Debt—to fuel growth while minimizing unnecessary dilution.
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We analyze: “Does your product sell profitably?” and apply those results back into your company’s growth plans.
We review your cash burn (current and projected), product & operating margins, and key ratios (LTV/CAC) to help build your financial planning and prepare for next steps in fundraising.
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We build institutional-level financial models, ensuring your business goals and strategy for growth is clearly outlined and ready for investor review.
We organize your cap tables, historical financials, and legal agreements into a transparent, audit-ready package that accelerates closing.
We know what investors look for, and help prepare what’s needed to get your pitch deck advanced to investment committees
Post-Fundraise: Growth
Services for companies needing operational & practical improvements with their finances. These services are suited for a seasoned Controller.
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Any services related to improving your accounting operations, systems/software, financial reporting, or internal controls.
We specialize in implementation of new accounting software - as well as integrating other 3rd party software into your existing ERP platform.
Other special projects are available: including full conversion to US GAAP, ‘clean up’ and catch up of historical financials, setting up bookkeeping, tax & audit prep, or other financial controlling needs.
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We can transition your company from cash accounting and a basic P&L, to forward-looking budgets, variance analysis (Budget vs. Actuals), and re-forecasting based on business outcomes and OKR’s.
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We design and implement standardized monthly closing & reporting packages, board decks, and clear communication on KPIs. This begins with strict financial closes, cost accounting, and accruals to accurately reflect the operations of the business.
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We offer more routine services- ranging from basic bookkeeping, sales tax management & filing, income and franchise tax prep, and payroll in limited locations.
Post-M&A: Integration & Compliance
Advanced Controller services to support the transition from deal-closing to the rigorous technical requirements of mergers, takeovers & acquisition.
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We manage the completion of post-M&A activities, directing the external valuation, tax, and purchase price allocation necessary to be compliant with US GAAP and stakeholders.
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We unify your chart of accounts, historical general ledgers, and establish a fully reconciled single-source of truth, in financial reporting.
Overhauls and system migration of your ERP, data (financial and non-financial records), processes, controls, and other 3rd party applications are necessary for a successful M&A integration.
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Alignment of teams, controls, and setting up the “go-forward” operational procedures (including cadence of closing & financial reporting).