Capital, advised with clarity.
Financial strategy, modeling, and reporting for operators, family offices, and investors who require both institutional rigor and absolute discretion.
Numbers tell a story. We make it legible.
Our finance practice serves founders through Series C, family offices, and operators of hospitality and real estate assets. We deliver the discipline of institutional finance with the pace and intimacy of a trusted advisor.
What we deliver.
Financial Modeling
Institutional-grade models for fundraising, acquisitions, and operations — auditable and clear.
Fractional CFO
Embedded CFO leadership for growth-stage companies and operating properties.
Fundraising Advisory
Decks, data rooms, and narrative for equity and debt raises that stand up to diligence.
Reporting & Controls
Management reporting, KPI dashboards, and internal control design that scale.
M&A Support
Buy-side and sell-side support with independent valuation and diligence.
Treasury & Tax
Cash management and international structuring, in partnership with your counsel.
How our engagements break down.
A balanced practice — weighted toward embedded CFO work and fundraising, where our judgment compounds over time.
Built for private capital.
Three kinds of client, one standard of rigor and discretion.
How an engagement runs.
Listen
We start with your objective — a raise, a sale, a restructuring — and the real constraints around it.
Model
We build the numbers: transparent, auditable, and stress-tested against downside.
Advise
We translate the model into a decision, with trade-offs stated plainly in writing.
Execute
We support the process to close — materials, data room, and negotiation.
Ways to work with us.
Three ways to bring senior finance into your business.
Project
A model, a raise, or a valuation — scoped, delivered, done.
- Defined deliverable
- Senior-led build
- Two revision rounds
- Handover & walkthrough
Fractional CFO
Embedded finance leadership on your cap table and in your board deck.
- Reporting & controls
- Board & investor decks
- Cash & runway management
- Fundraise readiness
Deal Advisory
End-to-end support through a raise, acquisition, or sale.
- Valuation & modeling
- Data room & materials
- Buyer/investor process
- Negotiation support
"Our model finally told the truth — and closed the round. They think like principals, not consultants, and nothing ever left the room."— CEO, Growth-Stage SaaS
Before we speak.
How confidential is your work?
Absolutely. Most engagements are never disclosed. Sensitive matters stay within a small, trusted circle under NDA.
Who do you typically work with?
Founders from seed through Series C, single- and multi-family offices, and operators of hospitality and real estate assets.
Do you replace our accountant or auditor?
No. We are strategic finance — modeling, advisory, and CFO leadership. We work alongside your accountants, auditors, and counsel.
How fast can you turn around a model?
A focused model typically lands within 48–72 hours; complex transaction models take longer. We agree the timeline upfront.
A confidential conversation.
If you are weighing a raise, a sale, or a restructuring, we are pleased to discuss it privately.