Innovative Partners for


5th Line is a leading aggregator of vertically-focused financial services for growth-stage companies; offering a suite of tailor-made solutions in the areas of financial operations, strategic planning and transaction advisory with a specialty in raising non-dilutive capital for our clients.

With our solutions in Venture Debt Raising, CFO Services & Financial Operations, we aim to customize our offering to each of our clients.


We serve our clients by advising on financial strategy, raising non-dilutive capital & supporting our clients' cash management needs through our financial operations services.

Sourcing & structuring non-dilutive capital options from our network for growth-stage companies
Guiding growth-stage companies through proper financial strategy & forecasting
Supporting existing finance teams, streamlining financial reporting & systems
Venture Debt Raising
We raise creative debt financing for growth-stage companies seeking alternative forms of capital, often between funding rounds, without diluting through an equity raise.

Our network of over 100 different banks and private credit funds allows us to deliver creative capital solutions to our clients.

Better Terms | Simpler Process | Proven Results


Starting Capital Ask


Minimum Annual Revenue


Industries & Sectors Served

Over 250

Transactions Advised

Gautam Kumar

CFO of

"5th Line helped us identify lenders, get into the conversation, and complete a debt raise in a historically difficult market. The access to capital helps us play offense and continue to invest in growth while many competitors cannot. James was a pleasure to work with and provided great advice and counsel throughout the process."

Financial Services
Companies choose 5th Line for our tailored engagements, commitment to results & vast industry expertise & networks.
CFO Services & Advisory
An experienced financial leadership resource for your company.

  • Financial Modelling
  • Cash Flow Strategies
  • Capital Raise Prep

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Financial Operations
Experts in streamlining your financial systems & practices.

  • Financial Systems
  • Payroll & Vendor Management
  • Accounting Services

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Project Work
A team to support your company's transactions to optimize success.

  • Financial Clean Up
  • Metrics Review & Benchmarking
  • Industry Insights & Reports

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Why 5th Line
Our commitment to our clients is shown through the results we deliver
  • Quality of Work
    We take pride in the work we provide to our clients, we give the best of ourselves to every engagement.
  • Ongoing Support
    We serve as a long-term partner in our clients' success, coming when they need to support their evolving needs.
  • Experience
    There is no substitute for experience, our team has seen it and solved it - bringing solutions to our clients' needs.
  • Individual Approach
    Each situation is different, each company is unique, we tailor our solutions accordingly every time.

Case Studies

Line of Credit
A founder-funded tech startup with no tangible assets – not a fit for venture banking, not much of a fit for traditional banking. We are proud of this deal as it is a shining example of our ability to work with non-sponsored companies. We worked with management to secure a flexible line of credit for his investment in sales and marketing initiatives while managing traditional EdTech-style lumpy sales cycles and cashflow.
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    Contact Us
    265 Franklin St. Suite 1702
    Boston, MA 02110