Removing Obstacles So Your Business Can Thrive!
Strategic Finance Consulting & Partnership
Your strategic financial partner to get your business on the right track
At Hurdle, we are more than just a financial services provider. We offer leadership and guidance every step of the way. From financial modeling and strategic planning to board deck preparation, board management and fundraising support, we partner with you to ensure your financial success. Our comprehensive services also include headcount planning, equity program management, and capital planning. Discover how our unique client partnership and business growth model sets us apart, ensuring your financial success at every turn.
Our Services At A Glance
At Hurdle, we offer a comprehensive range of financial solutions tailored to meet your unique needs
Founders + Operators
Below are common services Hurdle offers for founders and startups and how we can help get your business moving!
Strategic Finance
Fundraising + Diligence
Board Management
Bookkeeping
Ad Hoc Projects
For Investors
Our tailored investment services are designed to help you maximize returns and achieve your financial goals.
Diligence
Portfolio Services
Executive Coaching
Our Services + Features
Our comprehensive range of services are crafted to elevate your financial journey. From personalized solutions to cutting-edge tools, we’re here to help you achieve your goals with confidence and ease.
Strategic Finance
Founders + Operators
Hurdle is your partner providing comprehensive financial planning and advisory to help founders and operators reach their business’ goals through sustainable growth and profitability. Our services include capital / runway planning, pro forma / financial model creation and monthly roll forwards, scenario modeling, management team advising and much more.
Fundraising + Diligence
Founders + Operators
Let us ease your fundraising preparation. Our Fundraising + Diligence services offer comprehensive support, preparing your financial infrastructure for due diligence and providing strategic insights for successful fundraising. We support you from the planning stage, including pitch deck and data room creation, all the way through due diligence. Trust us to be your partner along the way.
Board Management
Founders + Operators
Managing Board Member expectations is difficult and can be distracting from running your business! Let us remove the guess work of satisfying board members by sharing our extensive experience with Board Management. We often support clients by creating their quarterly board decks, rolling forward the financial forecasts and aligning the management team on strategic priorities. Meanwhile, you can focus on running your business.
Bookkeeping
Founders + Operators
Getting your numbers right can be tedious and time consuming without prior accounting experience. Our Bookkeeping services ensure your financial records are meticulously maintained and up-to-date, providing you with clarity and peace of mind to focus on growing your business.
Diligence
Investors + Investments
Our diligence services balance detail and cost while understanding where a business should be based on scale. We analyze key financial metrics for material weaknesses to ensure your investment is protected from unnecessary risk. We support investors throughout the lifecycle of their investments from pre-investment diligence all the way to preparing for an acquisition.
Portfolio Services
Investors + Investments
Maximize returns across your portfolio by offering tailored strategic finance support to your portfolio companies. Hurdle’s portfolio services gives you another resource to positively impact your investments.
Executive Coaching
Investors + Investments
We are partners throughout the process but also coaches to your team. Our Executive Coaching service provides tailored financial insights and leadership strategies to help executives enhance their decision-making skills, optimize financial performance, and drive their organizations toward sustainable success.
One-Off Projects
Investors + Investments
Sometimes you just need a partner to handle those ad-hoc projects that come up unexpectedly. Hurdle can assist with a variety of one-off projects, providing the expertise and support needed to ensure they are completed efficiently and effectively.
How It Works
We are different….. good financial planning requires strong alignment and communication. A partnership is based in trust and goes beyond executing on a model, it involves having candid conversations about how your business will be successful and what is keeping you up at night. We aim to be both your financial advisor and business partner!
Explore Our ApproachIt all begins with an initial conversation where we’ll dive deep into your specific needs and aspirations. We’re here to listen, understand your challenges, and align our expertise with your goals.
We take your goals and combine it with your data. We’ll uncover valuable insights and craft a tailored solution that addresses your unique business needs and sets the stage for growth.
- Weekly Meeting + Strategy Touchpoints
- Monthly Financial Model Roll-forward
- Quarterly Business Reviews
- Ad Hoc Projects + Requests
You Have Questions, We Have Answers
Choosing the right financial solution for your business is hard, we are here to answer any question you have about partnering with Hurdle! Below are commonly asked questions when exploring a partnership with us.
How Much Does Hurdle Cost?
We build custom solutions based on our client needs. Please contact us directly so we can get a better understanding of the best way for us to support you.
Will Hurdle Work With Us In-Person?
Yes! We are happy to work with you in-person and can arrange meetings at a location that’s convenient for you. We’re flexible and committed to providing the best experience tailored to your needs.
Does My Business Really Need A Pro-Forma?
Yes! Every business should have an up to date pro-forma. It forces you to think through how to align your limited resources to achieve your goals.
How Quickly Can You Start?
We routinely find businesses under time pressure. Although we prefer to get engaged when there is not a time crunch, we understand that is not always possible and are willing to ramp up quickly in order to satisfy your needs.
Let’s Get Started
Every project begins with understanding your needs and how Hurdle can help solve your challenges. Use the form below to tell us how we can assist, and we’ll be in touch to schedule a call and get started!