Capabilities

Quality insights paired with real-time analytics

Identify

Financial Strategy & Leadership.

Fractional CFO Services
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Cashflow management, financial governance

Financial Roadmapping
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Sustainability planning and funding prep/readiness

Board & Founder Advisory
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Pitch deck reviews, funder reporting, due dilligence prep

Finops

Financial Operations & Scalability.

Expert Startup Bookkeeping
Quickbooks Certified Advisors with exceptional tracking experience

AP/AR Optimization
Process automation, vendor/payment workflows

Grant & Nonprofit Financial Management
Grant compliance, Writing, restricted fund tracking, filing prep

Fundraising & Capital Strategy

Data Driven Decision Making

Pro forma & Forecasting

3-Statement Models, Scenario Planning, Sensitivity Analysis

UNIT ECONOMICS

CAC Payback, Gross Margins, Customer Analysis

System & Tools Implementation

SCALABILITY FOCUSed

KPI Dashboards & Reporting

Real-time revenue, Burn rates, & tracking metrics

Data room management

Secure & orginized Data Room Management for Internal and Investor Communications

tech stack optimization

Accounting & bookkeeping, Payroll, CRM Software setup

Industries

High-Growth Companies

Tech, Innovations, Scaling Businesses

Startups & Early Stage

Pre/Early-Stage to Series B+

Mission-Driven orginizations

Nonprofits, Social Enterprises, Impact Focused

Tech & Saas
E-Commerce & DTC Brands
Fintech & Financial Services

Pre-Seed & Seed Stage Startups
Series A & Growth-Stage Startups
Venture-Backed & Bootstrapped Startups

Nonprofits, NGOs, & Social Enterprises
Education & Edtech
Sustainable & Clean Energy

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