AI in process
Our team runs reconciliations, variance analysis, and close tasks through AI-enabled workflows. That frees us to focus on strategy, board prep, and analysis.
For CEOs & CFOs
Institutional-quality finance, sized to your company
Senior, sector-experienced finance leadership for companies receiving their first round of institutional capital, with board-ready financials every month from a team that runs supports the financial operations through AI-enabled workflows.
The problem we solve
A company needs a senior finance partner before it can justify a full-time hire, and the existing function is behind or nonexistent.
We build a team around your company with experience in your sector. Routine work runs through AI-enabled workflows which allows time to be reallocated towards judgment, not processing time. We manage investor relationships and board reporting, so you can stay focused on running the business.
Reconciliations
Variance analysis
Close tasks
Board Reporting
Finance support across your company
A finance function that can interface with institutional investors
Flagship Offerings
Key CAPABILITIES
One senior team across accounting, finance, systems, and tax advisory.
Leadership & the monthly close
Systems, automation & readiness
- A scoping callWe map the finance function, the gaps, and what your board and investors need.
- A senior lead assigned at kickoffAn experienced finance professional owns the relationship from day one.
- A clean onboarding and accounting assessmentAccounting, systems, and processes are reviewed before the work scales.
- Board-ready financials, every monthFinancials close on time, on a predictable monthly cadence.
