Clear financial communication and leadership for high-stakes conversations.
Board & Investor Support
As companies scale, communication with boards and investors becomes more frequent — and more consequential. We help founders prepare for these moments with clarity, credibility, and confidence.
Our board and investor support focuses on translating complex financial realities into clear, decision-ready information. We ensure stakeholders understand not just the numbers, but the context, trade-offs, and implications behind them.
Specifically, we support founders with:
Board materials and financial reporting that are concise, consistent, and decision-focused
Runway, cash flow, and scenario updates tailored to board and investor expectations
Preparation for board meetings, investor updates, and ad hoc financial questions
Anticipating concerns around burn, margins, capital needs, and execution risk
Supporting difficult conversations during periods of volatility, transition, or underperformance
Our role is not to “sell” a story, but to ensure the financial narrative is accurate, defensible, and aligned with the company’s strategy.
Why This Matters
Boards and investors value transparency, discipline, and preparedness. Clear financial communication builds trust, reduces friction, and enables faster, better decisions — especially during fundraising, pivots, or market uncertainty.
With experienced financial leadership supporting these interactions, founders can stay focused on running the business while knowing financial discussions are handled with rigor and professionalism.
How We Work
We act as an extension of your leadership team — helping you prepare, participate when appropriate, and follow through after key meetings. Our goal is to make board and investor interactions more productive, less stressful, and firmly grounded in reality.