Veterans in Growth-Stage Finance

We specialize in guiding growth-stage companies through the intricate landscape of risk management, resource allocation, and financial target setting, leveraging our team's cumulative expertise of over 50 years across diverse sectors of technology and services.

Total Funds Raised
Value of Exits
Years of Experience

A True CFO Solution

Our team is comprised of seasoned operators in finance, ranging from startups to large enterprises.

We understand the challenges companies face at all levels and know how to develop scalable financial strategies
Total Financial Management
Lean on us to ensure the financial house is in order from bookkeeping, to financial operations through proper cash planning and forecasting.
Board Engagement
Sharing information and communicating financial strategies with our clients' board of directors is all part of the job.
Identifying Capital Needs
Our job is understanding when to execute a capital raise strategy, managing resources during the process, and ensure proper liquidity.

CFO Capabilities

Strategic Finance
Full oversight and management of financial strategy, financial operations, and accounting for our clients.
Financial Modelling
Sales targets, expense planning & investments - our team builds out the forecast for management to make effective business decisions
Cash Flow Planning
Understand how sales and expenses impact the near-term and long-term liquidity of the company beyond the profit & loss statement
Budget Analysis
Assessment of strengths and weaknesses of respective department budgets impacting the overall company
Risk Analysis
Understand the opportunity ahead but also protect against off-plan possibilities and how they impact your business.
Cap Table Management
We’ll keep your cap table up to date and accurate for future fundraise efforts and award various stock options
Waterfall Analysis
We model valuation and capital raise scenarios to assess current shareholder dilution to determine the most effective path forward
KPI Implementation
We install and track key benchmarks and educate management on how various metrics have critical impacts on the performance of their business
Business Intelligence
We identify critical business metrics, implement protocols for tracking them and develop analysis to understand them
M&A Integrations
Integrating a new acquisition is challenging and cumbersome - let us lead the way in ensuring a smooth transition
Acquisition Diligence
We evaluate the financial health of a prospective acquisition target, reporting the financial risks and opportunities back to you
Exit Preparation & Planning
As you prepare to sell your company or exit an investment made, let us build out the financial plan to get you there

Why choose us?

  • Boutique-Style
    No matter the size or need, we
    put you front and center
  • 50+ Combined Years'
    of Experience
    Our team is comprised of veteran experts
    in growth-stage finance
  • A Commitment
    to Excellence
    Tirelessly working to meet your needs and
    reach your satisfaction

Our Process

A data dump of all applicable information, materials & systems within the organization.
Organizing and understanding the business, assessing the critical needs in developing an action plan.
Taking the full data package and team analysis to develop a clear financial strategy for the company's success.
Putting into place the team's plan for the business to reach its business and financial goals.
Once implemented, there is consistent review required to assess evolving needs of the organization.
Contact Us
265 Franklin St. Suite 1702
Boston, MA 02110