Clarity · Strategy · Execution
CoreView Advisors partners with growth-stage and clinical-stage companies that need experienced leadership across finance, accounting, and back-office operations.
Everything a growth-stage company needs from its finance and operations function — without the full-time executive overhead.
Board partnership, capital strategy, investor readiness, and executive financial counsel. Senior leadership on a fractional basis.
Budgeting, forecasting, long-range planning, cash runway modeling, and scenario analysis. Frameworks that drive decisions, not just reports.
End-to-end roadmaps aligning financial planning with business strategy — defining priorities, milestones, and the path to operational maturity.
Full-cycle accounting, GL, GAAP-compliant close, and financial statement preparation. Clean books, every month.
End-to-end AP management and procurement support. Vendor relationships, payment cycles, and purchasing controls built for scale.
Cap table integrity, equity accounting (ASC 718), stock-based compensation, 409A valuations, and stock plan administration.
Full-service payroll management — provider selection, system setup, processing, tax filings, multi-state compliance, and benefits integration.
For early and growth-stage companies, G&A infrastructure is often under-resourced and fragmented. We design and stand up the full operational backbone.
We bring hands-on AI fluency to the CFO function — not as a bolt-on, but as a core operating capability.
AI-assisted models, scenario analysis, and dynamic sensitivity tables.
Accelerated deck creation, investor narratives, and automated workflows.
Workflow design, tool selection, and integration across the finance stack.
Assessment and implementation roadmaps for AI adoption across finance ops.
We've sat in the seat — SVP Finance at clinical-stage biotechs, through capital raises, audits, and commercial launches. We build, not advise from the sidelines.
100% focus on biotech and life sciences. We know the regulatory landscape, the capital cycles, and the operational complexity unique to this industry.
From board-level strategy to month-end close to payroll and AP — we cover the entire finance function, not just the top of the house.