Strategic Finance Advisory
Fractional support for founders and growth investors. Helping founders build financial infrastructure and make smarter decisions with their capital. Supporting investors end-to-end from sourcing through deal execution.
Select Engagements
HealthTech Startup (Series A)
Annual Budgeting Developed the company's first board-approved budget alongside the CEO & leadership team - constructed a rep-driven revenue plan, aligned planned investments to strategic priorities, and forecasted cash runway.
EAM SaaS (Series B)
Board Reporting Partnered with the CFO and RevOps leader to streamline board reporting - automated ARR reporting (via SQL), improved underlying data accuracy between systems, and supported board meeting prep.
Services
Startups & Growth Companies
Fractional CFO Services
Embedded finance leadership for startups & growth companies. Strategic planning, financial operations management, and a dedicated finance partner to your leadership team.
Financial Modeling & Forecasting
FP&A & Cash Management
Board & Investor Reporting
Fundraising Support
Fractional Corp Dev Support
Serving Growth Investors
Fractional Buyside Advisory
Sourcing & Business Development
Financial Modeling & Valuation Analysis
Business & Confirmatory Diligence Support
Post-Close Operations Support
Market Mapping & Add-On Support