Finance infrastructure for your portfolio companies.
Deploy senior finance operators into portfolio companies in weeks, not months. We professionalize FP&A functions, standardize reporting, and give you visibility across the portfolio — without the full-time headcount.
Fast Deployment
2-4 weeks to board-ready financials, not 6-month CFO searches
Portfolio Visibility
Standardized reporting across companies for consistent LP updates
Cost Effective
Fixed-price sprints vs. $300K+ CFO salaries and recruiting fees
Proven Operators
Former CFOs from Equifax, IBM, AMC Networks — not junior analysts
Portfolio company finance is a blind spot
- Founders can't answer basic board questions about runway and burn
- Inconsistent reporting makes portfolio-level analysis impossible
- CFO searches take 6+ months and cost $50K+ in recruiter fees
- Junior bookkeepers lack strategic finance capability
- Value creation opportunities missed due to poor financial visibility
Senior operators deployed in weeks
- Board-ready financials and investor reporting in 2-4 weeks
- Standardized KPI frameworks across your portfolio
- Fixed-price engagements starting at $8K — no recruiter fees
- 19+ year CFO experience from NASDAQ-listed companies
- Identify cost savings and runway extension opportunities
Flexible engagement models
From one-time cleanups to ongoing fractional support — deploy what each portfolio company needs.
Emergency Triage
Board meeting in 10 days? Investor due diligence starting? We mobilize within 48 hours to get you board-ready fast.
Deliverables
- 13-week cash flow model
- Board deck with key metrics
- Zero-cash date clarity
FP&A Foundation Build
Complete finance infrastructure for post-investment professionalization. The most common deployment for Series A/B companies.
Deliverables
- Driver-based operating model
- Automated board reporting
- KPI dashboard with benchmarks
- Data room structure
Fractional CFO
Ongoing strategic partnership for companies not ready for a full-time hire. Board prep, fundraising support, and financial steering.
Deliverables
- Monthly board reporting
- Rolling forecasts & scenario planning
- Investor relations support
Turnaround & Cost Control
When runway is shrinking. Aggressive cost reduction, vendor consolidation, and burn optimization to extend runway.
Deliverables
- Cost reduction playbook
- Vendor consolidation analysis
- Runway extension plan
Proven across enterprise and high-growth
From NASDAQ turnarounds to Series A professionalization — we've delivered results at every stage.
From intro to deployed in days
Simple process to get senior finance support into your portfolio companies fast.
Partner Intro
30-minute call to understand your portfolio and where finance support would create the most value.
Day 1Company Assessment
Quick diagnostic with the portfolio company to scope the engagement and define deliverables.
Day 2-3Fixed-Price Proposal
Clear scope, timeline, and pricing. No hourly billing surprises. You know exactly what you're getting.
Day 4-5Deployment
We enter systems, clean up the data, build the infrastructure, and hand over the keys.
Week 1-4