Our Services

Finance & Operations Advisory

Engage a single function, a senior leader, or the entire finance team — under one agreement, scaled to your stage.

The Arc

Every stage. Every path.

What the finance function needs at each point, and where CoreView fits.

Formation Series A Series B – C IPO S-1 · SOX 404 · SEC reporting Acquisition Data room · Diligence · S-4 Partnership Deal terms · Collaboration accounting WHAT FINANCE NEEDS First close and clean books Payroll, benefits, cap table Budget tied to milestones Banking, insurance, systems Board reporting cadence WHAT FINANCE NEEDS Cash runway model Trial cost frameworks First audit Equity accounting, 409A Controller and close process WHAT FINANCE NEEDS FP&A and long-range plan Venture debt, crossover Internal controls, SOX prep Readiness roadmap In-house hiring plan WHATEVER THE PATH A model that holds up in front of investors Board materials built from the books A team that already knows the way CoreView across the full arc Fractional CFO, full finance operations, or a defined project, at any point on this line.
Core Services

What We Deliver

Take the whole team as one engagement, or any single function on its own.

01

Full Finance Operations

The whole finance function under one agreement: CFO, controller, accounting manager, AP and procurement, and payroll, run as one team.

Fractional CFO Controller Accounting Manager AP & Procurement Payroll
02

Fractional CFO

A senior finance leader on a fractional basis, who also leads the raise when it's time.

Board Reporting Capital Strategy Leading the Raise M&A Advisory SEC Filings (S-1 / S-3 / S-4)
03

Strategic Finance & FP&A

Budgets, forecasts, runway, and scenario analysis built to drive decisions.

Budgeting Forecasting Cash Runway Scenario Analysis Long-Range Planning
04

Finance Roadmaps & Readiness

Roadmap, planning, and execution for first audits, SOX, and the path to IPO.

First Audit Preparation SOX Readiness IPO Readiness Finance Ops Roadmap Milestone Planning
05

Accounting & Month-End Close

GAAP close, financial statements, and annual audit management, on schedule every month.

General Ledger GAAP Close Financial Statements Annual Audit Management Technical Accounting
06

Accounts Payable & Procurement

AP, vendor management, and purchasing controls built for scale.

AP Management Vendor Management Payment Cycles Purchasing Controls
07

Equity & Cap Table Management

Cap table integrity, ASC 718, 409A, and stock plan administration from seed through exit.

Cap Table ASC 718 409A Valuations Stock Plan Admin Equity Grants
08

Payroll Services

Provider selection through processing, filings, and multi-state compliance.

Payroll Processing Payroll Tax Filings Multi-State Compliance Benefits Administration W-2 / 1099 Reporting
AI-Enabled Finance

AI Workflow Design & Implementation

Modeling & Analysis

  • AI-assisted financial models
  • Scenario analysis at speed
  • Dynamic sensitivity tables

Reporting & Deliverables

  • Board deck acceleration
  • Investor narrative drafting
  • Automated reporting workflows

Operations & Process

  • Workflow automation design
  • Tool selection & integration
  • AI readiness assessment
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