Strategic Finance Advisory
Fractional support for founders and growth investors. Helping founders build financial infrastructure and make smarter decisions with their capital. Supporting investors end-to-end from sourcing through deal execution.
Select Engagements
HealthTech Startup (Series A)
Annual Budgeting Constructed the company's first annual budget from scratch, working closely with the co-founder/CEO to align financial planning with strategic priorities. Budget was quickly approved by the board.
EAM SaaS (Series B)
Board Reporting Partnered with the CFO and RevOps leader to streamline board reporting - automated ARR reporting (via SQL), improved underlying data accuracy between systems, and supported board prep.
Services
Startups & Growth Companies
Fractional CFO Services
Embedded finance leadership for startups & growth companies. Strategic planning, financial operations management, and a dedicated finance partner to your leadership team.
Financial Modeling & Forecasting
FP&A & Cash Management
Board & Investor Reporting
Fundraising Support
Fractional Corp Dev Support
Serving Growth Investors
Fractional Buyside Advisory
Sourcing & Business Development
Financial Modeling & Valuation Analysis
Business & Confirmatory Diligence Support
Post-Close Operations Support
Market Mapping & Add-On Support