Capital follows confidence.
When your numbers are noisy, your story gets lost.
Sharper operations lead to smarter pitches and successful exits.
Data in chaos? Financials fuzzy?
We design bespoke frameworks to unlock growth and investor trust.
Custom analytics and a scalable operating model enable confident decisions that drive growth and capitalization.
Built to keep you agile, informed, and always one step ahead.
Our Process
Every business is different. That’s why our process is entirely bespoke.
We begin every engagement with a Strategic Operations Audit
The Audit quickly reveals what’s working, what’s broken, and what’s possible.
Take it as your playbook—or team up with us to bring it to life.
How It Works
Step 1
Strategy Call
- 25-minute Partner call
- No Cost
- No Commitment
- Ensure mutual fit
Step 2
Book Audit
- $4,250 flat rate
- Secure checkout
- All major cards accepted
- Kickoff collaboration
Step 3
Insights Debrief
- Formal report delivered
- Strategy debrief & Q&A
- Roadmap outlined
- Clear next steps
Step 4
Activation
- Plan activation begins
- You decide next steps
- Implementation options
- Advisory options
Our Value
We don’t charge like a full-time CFO.
We work project-first at up to half the cost of a single strategic finance hire.
All our clients work directly with a Managing Partner.
We roll up our sleeves and handle all critical work, spinning up support as needed
Get clarity fast, then stay on track
Fixed-rate upfront value, then ongoing impact with no commitments
Our Capabilities
Project-Based
Financial Planning
Budgeting & Forecasting
We build dynamic, driver-based financial models to project revenues, expenses, and cash flow under various scenarios.
How We Do It
By analyzing historical data, aligning with strategic goals, and integrating cross-functional inputs, we develop flexible budgeting and forecasting tools that update as the business evolves.
Benefits To You
Accurate forecasts provide the confidence to scale, raise capital, or rein in costs—ensuring leadership can make decisions with foresight, not hindsight.
Operating Models
We design comprehensive models that map the operational engine of your business—from top-line growth to margin performance and unit economics.
How We Do It
We partner with teams across finance, operations, and product to understand key inputs and outputs, then codify them into structured models that simulate business performance under real-world conditions.
Benefits To You
An effective operating model helps founders and execs see around corners—testing pricing, hiring, or product decisions before they hit the P&L.
Cap Table & Equity Modeling
We build robust capitalization models to help you understand dilution, employee equity, and investor returns across financing scenarios.
How We Do It
Using your current cap table and future fundraise assumptions, we simulate multiple rounds, exit scenarios, and employee option pools with tools like Carta, Excel, or custom-built models.
Benefits To You
A clear view of your equity stack is essential for negotiating term sheets, structuring hires, or preparing for M&A—helping you avoid painful surprises later.
Analytics & Insights
KPI Metrics
We help organizations define, refine, and track the Key Performance Indicators that actually move the needle — no vanity metrics, just actionable ones.
How We Do It
We partner with leadership to understand strategic goals, then map those to measurable indicators. We implement systems to track and report them consistently, often integrating with existing tools and automating data pulls.
Benefits To You
You can’t manage what you don’t measure. Strong KPIs create alignment, accountability, and clarity — allowing teams to move faster and smarter.
Web & Product Analytics
We implement tracking strategies to capture user behavior, product engagement, and conversion performance across your website and app.
How We Do It
We map customer journeys, define meaningful events, and build funnel views that reveal drop-offs and growth levers.
Benefits To You
Your product is speaking — analytics is how you listen. Understanding behavior helps you optimize user flows, reduce churn, and ship features people actually use.
Executive Dashboards
We create real-time dashboards that synthesize metrics across departments into a single source of truth for leadership.
How We Do It
We connect your data sources (financial, marketing, product, ops) into tools like Looker Studio, Tableau, or Superset, and surface the insights that matter most.
Benefits To You
Executives shouldn’t have to dig. A clean, consolidated view enables faster decisions, tighter alignment, and more strategic leadership.
Capital & Transaction Advisory
Capital Raise Support
We help founders raise funding—from pre-seed to growth rounds—with sharp narratives, airtight metrics, and materials that land.
How We Do It
We build or refine your investor deck, construct your operating model, surface key KPIs, and prep the data room. We know what investors look for—because we’ve been on both sides.
Benefits To You
A great business can still miss if the story’s wrong. We position you to raise faster, with better terms, from the right partners.
Exit Preparation
We make you acquirable. Whether you’re headed for M&A, PE, or IPO, we help you prep, polish, and pitch the business like it’s already sold.
How We Do It
From KPI mapping and diligence prep to banker coordination and narrative control, we act as your strategic operator behind the scenes.
Benefits To You
The best exits are earned long before the LOI. We make sure you’re ready when interest turns into action.
Strategic Transactions
We help you structure and execute strategic deals—acquisitions, joint ventures, licensing, and more—that accelerate growth without derailing focus.
How We Do It
We evaluate targets, craft partnership models, support negotiations, and build the operational case to sell it internally or externally.
Benefits To You
Not every opportunity comes with a term sheet. We help you recognize and close the ones that could change the game.
Embedded Advisory
Interim CFO
Details
We step in as your strategic finance partner — owning the CFO seat short-term while building systems that last long after we’re gone.
How We Do It
We manage budgets, forecasts, fundraising prep, board reporting, and strategic planning. We work cross-functionally, drive clarity, and ensure the numbers tell the right story.
Benefits To You
Early-stage companies often outgrow their spreadsheets before they can afford a full-time CFO. We bridge that gap — with senior finance leadership that scales with you.
Strategic Advisory
Details
We plug into your leadership team to solve high-stakes problems, guide decision-making, and support your finance function as it grows.
How We Do It
From pricing strategy and cash runway planning to board prep and KPI selection, we step in where needed — rolling up our sleeves or serving as a strategic sounding board.
Benefits To You
Not every startup needs a full-time CFO — but every startup faces moments that demand sharp, informed decisions. We help you make the right call at the right on time, for a fee you will hardly notice.
Executive Search
Details
We help you hire the right executives — from CFOs, COOs, and CMOs to the VPs who report to them — without the fluff or the fees of traditional recruiters. We also support key technical and data hires when the situation calls for it.
How We Do It
Because we’ve worked inside your business — fixing systems, understanding your culture, and seeing the leadership gaps up close — we know exactly what you need, and who can deliver.
Benefits To You
Executive hiring shouldn’t be outsourced to someone who just read your job spec. We bring context, alignment, and cost control — and find talent that actually fits.
“SaaS turned ‘data is the new oil’ into a cruel joke — businesses are sitting on untapped value, but instead of drilling in, they’re paying rent on tools that keep them locked out.
The future isn’t more tools — it’s better clarity across them.”
Jay Robinson
Managing Partner
You don’t need another tool.
You need better systems.
You need a partner to handle the important, boring work you’ve been putting off.