Financial & Business Services


Let us Help you get Movin

Empowering founders and operators with tailored financial strategies for lasting success

Unlock your business’s full potential with our comprehensive financial solutions, designed to fuel growth and drive success. As your true partner, our expert team goes beyond traditional services, offering strategic insights and personalized guidance to navigate the complexities of today’s business landscape. Whether you’re looking to optimize your own business’ financial performance, strengthen a portfolio company’s marketability, or streamline bookkeeping, we provide the tools and expertise to help your business thrive.

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.

Founders + Operators


Strategic Finance Icon
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.

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.

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.

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.

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.

Investors + Investments


Our Portfolio Services provide comprehensive management and strategic financial oversight of your investments, ensuring optimal performance and alignment with your financial goals.

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.

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.

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!