Business Services

CFO Advisory

Our comprehensive suite of services covers everything from building and managing various financial models, to guiding clients through critical milestones such as capital raising and M&A. Our unique approach positions us to assist our clients throughout their lifecycle.

Build and Manage Operating Models

We construct a long-range historical and projected three-statement operating model on a “bottoms-up” basis, meaning we start from the fundamental drivers of the business. The operating model is meant to be the basis for informed strategic decisions and discussions with the board and current/potential investors surrounding performance.

Bookkeeping Services

Bookkeeping and invoicing services, a critical component of data used to drive the value of all of our services.

M&A + Capital Raises

Using the numerous deliverables created contemporaneously as a foundation, we craft investor-friendly materials and presentations to facilitate a smoother fundraise or sale process.

Pricing & Market Analysis

We utilize the modeling we generate to help with strategy and long-term planning/scenario pricing analysis to ensure a 360 degree view of your business. We intimately understand transactions, as well as companies, from an operational, investor and strategic end-user perspective which allows us to help articulate the true value of the business and help build and execute strategic plans.

Customer Files & Unit Economics

We build various segmentations of retention analysis across multiple customer segments informed by a customer cube to understand how particular tranches of customers perform in relation to other segments (size, focus area, vertical, marketing channel etc.).

North Star KPI Analysis

We build ancillary models to assist in the creation and tracking of mission critical KPIs to ensure the business is on track for a healthy growth trajectory via retention and cohort data cut by various segments.

Investor & Board Presentations

Creation of board and management presentation discussion materials using our analysis as the basis of the presentation to ensure deep understanding and alignment. Compilation of relevant market data in tandem with deep dives on competition to facilitate deeper knowledge of various variables surrounding the company growth/positioning.