Strategy & Finance Partners
Your embedded
finance team.
From modeling to board meetings to fundraising.From modeling and reporting to board meetings and fundraising. For SMBs and VC-backed companies.
What We Do
Strategy and finance, embedded in your team.
From modeling and KPIs to board meetings and fundraising.
Financial Modeling & Reporting
Budgets, forecasts, and actuals. Monthly reporting packages and board-ready materials, always current.
KPI Management
Track the metrics that matter for your vertical — MRR, CAC, LTV, burn, and custom KPIs tailored to your business.
Fundraising Support
From data room prep to investor materials. We've helped founders raise from Seed to Series C.
Scenario Planning
Model hiring plans, runway scenarios, and growth paths. Make decisions with clarity.
Board & Investor Materials
Monthly updates, board decks, and investor reporting. Clear, concise, professional.
Embedded Partnership
Weekly syncs, async Slack access, and a partner who knows your business inside out.
Industry Expertise
B2B SaaS, Consumer, Healthcare, AI — we've operated across verticals and stages.
From Our Clients
Founders who needed more than spreadsheets.
“We were flying blind on unit economics. They built the models and stayed until we actually understood them.”
Co-founder
Series A Consumer Platform
“Most fractional CFOs give you spreadsheets and disappear. They embedded with our team and owned outcomes.”
CEO
Series B SaaS
“They told us things we didn't want to hear, and we're still here because of it.”
Founder
Seed-Stage Fintech
“Finally, finance people who understand that a fundraise isn't just numbers. It's storytelling.”
CEO & Co-founder
Series A Marketplace