Are your finances sparking questions? We’ve got answers.
Frequently Asked Questions
We custom scope each project to meet our customers unique needs. We are committed to building financial programs that fit a wide variety of needs and budgets. We can work with you on a recurring basis or do an ad hoc one-time project. We would love to learn more about your unique situation.
Yes! Many of our services are hands-on meaning we are willing to roll-up our sleeves alongside you as you build your business. We can help create financial plans / models, board and fundraising decks and so much more!
Yes! We would create a custom scope for each portfolio company and work directly with that business’ management team to improve their financial situation.
We can price our engagements in a variety of ways but generally believe a per hour rate is best for diligence services. For recurring services, we want to provide consistency for the business and often offer our services through a monthly fixed fee engagement with a predefined scope.
We partner with early stage businesses regardless of industry. We are generally best equipped to support businesses from conception to about $20 million in revenue.
We provide a wide array of services to our clients. For more on our services, please visit our services page.
Yes! Although we are not a CPA firm, we can support businesses as they prepare for diligence by reviewing their revenue cycle from Revenue Waterfall / Contracting through revenue recognition and provide recommendations on areas that may cause issues in a diligence cycle. The best part, we are also willing to work with the business’ management team to overcome any areas we feel may need to be improved prior to a fundraising or transaction.