Core Financial Services

Financial leadership and strategic support for founders navigating growth, capital decisions, and complexity.

Overview

As companies grow, financial complexity increases faster than most teams expect. Decisions around runway, capital structure, reporting, and stakeholder communication quickly outgrow ad-hoc processes and reactive advice. Our core financial services provide founders with experienced financial leadership and structured support at moments where clarity and judgment matter most.

We work alongside management teams to strengthen financial foundations, improve decision-making, and support critical inflection points—from scaling operations and fundraising to board engagement and strategic transactions. Our role is not to replace internal teams, but to bring senior perspective, rigor, and continuity where it’s needed most.

Our Core Financial Services

Fractional CFO Leadership

Senior financial leadership without the overhead of a full-time hire. We support founders with strategic planning, board engagement, capital decisions, and financial oversight as businesses scale.

View service

FP&A & Runway Planning

Budgeting, forecasting, and financial modeling designed to improve visibility, manage runway, and support informed decision-making under uncertainty.

View service

Cashflow & Margin Optimization

Disciplined management of cash inflows, outflows, and operating efficiency to improve resilience, extend runway, and support sustainable growth.

View service

Fundraising & Capital Strategy

Preparation, modeling, and positioning to support equity raises, structured financings, and capital planning aligned with long-term objectives.

View service

Financial Diligence & Readiness

Valuation support, diligence preparation, and financial readiness for fundraising, strategic partnerships, and transactions.

View service

Strategic Transactions & Exits

Buy-side and sell-side advisory support for acquisitions, strategic sales, and other complex transactions requiring judgment and execution discipline.

View service

Investor & Partner Positioning

Clear, consistent financial communication that supports credibility with investors, partners, and boards over time.

View service

Web3 Financial Strategy

View service

Our core financial services are engaged based on where a business is in its lifecycle. Some founders need hands-on leadership; others need focused support around capital, reporting, or transactions. In all cases, our objective is the same: to bring clarity, discipline, and confidence to complex financial decisions.

Talk to a Partner

A practical discussion about where you are and what’s next.