Tech-Enabled Services

We guide tech-enabled companies in enhancing their financial health and securing innovative debt capital solutions, ensuring robust growth and stability.

Industry Experience. At Your Service

We understand the challenges tech-enabled services companies experience, such as navigating complex financial landscapes without the same revenue and margin profile of typical of SaaS companies.

Our strategic financial guidance empowers clients to explore diverse financing options and effectively address market uncertainties. Through tailored financial solutions, we streamline processes, optimize financial health, and ensure sustainable growth. With our expertise, tech-enabled services companies can focus on leveraging technology to enhance their service delivery while we handle the complexities of financial management.

Client Spotlight

Care Solace

Care Solace is a platform designed to help individuals find and access mental health care providers across the US. It collaborates with schools, communities, employers, and providers to reduce wait times, increase staff capacity, and improve outcomes. Care Solace aims to break the stigma surrounding mental health and offers educational resources, prompt support, and resilience-building services for long-term stability and health.

Our Commitment

Our commitment to helping our clients succeed is that the hear of everything we do. Through our comprehensive services offerings, we bring strategic guidance and solutions to each of our clients' unique needs. We ensure our clients have the tools and support they need to thrive in a growing competitive market, from securing non-dilutive capital to fund their growth through implementing scalable financial strategies and operations.

We believe in fostering long-term partnerships built on trust and mutual success. By continuously innovating and adapting to the ever-changing landscape, we empower our clients to achieve their goals and surpass their expectations. Our dedication to excellence drives us to provide unparallel support, communication and results. This ensures our clients are well-positions for sustained growth and prosperity.

Advisory & Services

Financing Solutions

Raising debt for companies to fuel growth, expand operations, and invest in future opportunities while maintaining ownership and control

Cash Management

Developing cash management strategies ensures clients maximize liquidity, optimize cash flow, and maintain financial stability for future growth

Proper Forecasting

Empowering clients to make informed decisions, anticipate future trends, and navigate uncertainty with confidence

Taxes & Reporting

Managing the cumbersome tasks of compliance with regulatory requirements, minimizing liabilities & maintaining financial transparency

GAAP Reporting

Maintaining accurate & transparent financial records that align with generally accepted accounting principals.

Revenue & Expenses

We handle revenue and expenses for clients, ensuring smooth financial operations and paving the way for sustained success