Consider us part of your team.

As entrepreneurs, we know budgets are tight from the beginning. But that doesn’t mean you shouldn’t have a dedicated team handling the core fundamentals of building a business right. Consider us your in-house finance & operations team — dedicated to your success, with far less overhead.

Tailored to your needs.

Throughout your business lifecycle, we’re always on the lookout to identify inefficiencies and opportunities for growth. From early to exit, we offer a range of custom services & strategic advice to help your business reach its full potential.

Early

You're building product around the clock, subsisting on caffeine and IPO dreams. Self-funded, or having recently raised a small seed round, you're maximizing the shared workspace you've just subleased.

  • Formation
  • Banking
  • Legal
  • Tax / Compliance
  • Insurance
  • HR
  • Talent
  • Benefits
  •  

Emerge

Your MVP just hit the streets, with a significant round of financing in tow. Users are taking notice, and with new revenue come new problems, like what the gluten-free sales guy you just hired will think of catered Italian on Thursdays.

  • Fundraising
  • Budgets
  • Forecasts
  • Cap table management
  • 409A valuation
  • Commission structuring
  • Board decks
  • CRM implementation
  • Executive assistance

Establish

Your product is performing beyond expectation and you've hired a full sales and marketing team to ride the momentum. On the wave of another successful fundraise, you're opening shop in several key new locations and can finally justify those deluxe business cards you've wanted since day one.
  • Audit
  • Debt financing
  • Geo expansion
  • Funnel metrics
  • Strategic partnerships
  • Lease negotiations
  • Scenario analysis
  • Contract management
  • Investor relations

Exit

Riding the tail end of the hockey-stick now, you own a material amount of market share, and live out of a suitcase. You're weighing acquisition options with your investors, but also calculating just how many vowels you'll need to remove from your name to come up with the perfect ticker symbol.
  • Due diligence
  • M&A
  • S-1 filings
  • IPO
  • Internal team recruiting
  •  
  •  
  •  
  •