Finance & Operations Advisory

Senior finance and operations leadership without the full-time overhead. We embed alongside your team to build the infrastructure that lets you scale with confidence.

What We Deliver

01

Fractional CFO

Board partnership, capital strategy, investor readiness, and executive financial counsel. We step in as your senior finance leader on a fractional basis — bringing the strategic horsepower of a full-time CFO without the overhead.

Board Reporting Capital Strategy Investor Relations Venture Debt IPO Readiness
02

Strategic Finance & FP&A

Budgeting, forecasting, long-range planning, cash runway modeling, and scenario analysis. We build the financial frameworks that drive decisions, not just reports.

Budgeting Forecasting Cash Runway Scenario Analysis Long-Range Planning
03

Strategic Finance Roadmaps

End-to-end roadmaps that align financial planning with business strategy — defining priorities, milestones, and the path to operational maturity.

Finance Ops Roadmap Milestone Planning Operational Maturity Process Design
04

Accounting & Month-End Close

Full-cycle accounting operations — general ledger management, GAAP-compliant close, and financial statement preparation. Clean books, every month, without exception.

General Ledger GAAP Compliance Financial Statements Audit Readiness Technical Accounting
05

Accounts Payable & Procurement

End-to-end AP management and procurement support. Vendor relationships, payment cycles, and purchasing controls designed for efficiency, control, and scale.

AP Management Vendor Management Payment Cycles Purchasing Controls
06

Equity & Cap Table Management

Cap table integrity, equity accounting (ASC 718), stock-based compensation, 409A valuations, and stock plan administration. We keep your equity house in order from seed through exit.

Cap Table ASC 718 409A Valuations Stock Plan Admin Equity Grants
07

Payroll Services

Full-service payroll management — from provider selection and system setup to ongoing processing, tax filings, and compliance. We handle the complexity of multi-state payroll, benefits integration, and regulatory requirements so your team gets paid accurately and on time, every cycle.

Payroll Processing Payroll Tax Filings Multi-State Compliance Benefits Administration Provider Selection & Setup W-2 / 1099 Reporting

We build the back office
so your team can focus forward.

For early and growth-stage companies, G&A infrastructure is often under-resourced and fragmented. We design and stand up the full operational backbone — from insurance and IT to lab operations and facilities — so leadership can stay focused on the science.

Insurance & Risk
IT & Systems
Lab Operations
Facilities Management
Vendor Management
Office & Ops Administration

AI Workflow Design & Implementation

We bring hands-on AI fluency to the CFO function — not as a bolt-on, but as a core operating capability. From financial modeling to board reporting, we use AI tools to compress timelines and elevate output quality.

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

Ready to Talk?

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