The Work We Do

 For founders and leadership teams who need a senior financial voice in the room.

Strategic counsel on financial positioning, scenario planning, and executive decision support. Ideal for critical inflection points — board meetings, investor conversations, or high-stakes operational decisions where the answer actually matters. 

 Series A through D. Debt and equity. We've been in the room.

From investor narrative to data room architecture, financial model review to due diligence management — we support the full raise cycle with the operational credibility that comes from having done it at scale. 

 Build it right the first time. Or fix what's broken.

ERP selection, implementation oversight, and reporting architecture design across platforms including Sage Intacct, Workday, NetSuite, and Adaptive Planning. We scope the right solution for your stage and stay accountable to the outcome. 

 Metrics that drive decisions, not just decks.

We design KPI frameworks and board reporting packages that give executives and investors the visibility they need — and cut the noise they don't. Built for your business model, not borrowed from a template. 

 No surprises. No fire drills. No fun explaining restatements.

Operational controls assessment, GAAP compliance review, and audit preparation for companies approaching their first formal audit or cleaning up ahead of a transaction. We close the gaps before they become a problem. 

 When you need a CFO for a defined moment, not a permanent hire.

Interim CFO coverage, post-raise finance buildout, or a defined transformation project with a clear start, finish, and deliverable. Senior leadership without the six-figure search process.