A view from the top


Two men with computers and note pad

CFO & COO Services

  • Financial leadership
  • Clean up, aggregate and analyze data
  • Build financial, operational and customer cohort models with key metrics
  • Scenario planning
  • Investor and Board communications
  • Treasury management
  • Conduct strategic analyses and provide recommendations for sales efficiency, retention, benchmarking and more
A group of people with a chart

Fundraising Process

  • Outline the process
  • Create pitch decks and help with storytelling
  • Build investor models with key metrics
  • Manage investor outreach
  • Advise on term sheets
A woman using a calculator

Accounting & Financial Analysis

  • Accounting/Bookkeeping
    • Evaluation and cleanup of current accounting records
    • Month end close process
    • Cash management
    • Inventory management
    • Manage receivables and payables
    • Payroll
    • Accurate monthly reporting
  • FP&A
    • Budgeting and forecasting
    • Profitability analysis
    • Business analysis
    • Data visualization