Who we work with

Whoever has to answer
for the numbers

Founders raising, funded teams reporting to a board, owners buying or selling. The work differs; the standard does not.

Book a free consultation Are we a fit?

Pre-seed through exit, plus the firms who deliver under their own brand

Selected clients across the US, GCC and Europe

4 kinds of client

4 situations, one finance team

Most engagements start in one of 4 places, and companies move between them: the founder raising this year is often the owner selling in three.

Raising now

  • Pre-seed through Series C, plus bridges and lender facilities
  • A model built to survive diligence rather than to look optimistic
  • Deck, business plan and teaser drawn from that model
  • A pre-money valuation you can defend line by line
  • Data room prepared before the questions arrive
  • Someone senior opposite the investor on the technical calls
Investor materials

Already funded

  • A monthly close that lands on a date, not eventually
  • Board packs generated from the model, not rebuilt each cycle
  • Budget against actual with the variance explained in words
  • Cash, runway and hiring plan kept current
  • Books kept or overseen, closed by day 8
  • Next-round readiness long before the round
Fractional CFO & controller

Buying, selling or being valued

  • Quality of earnings on your own books before a buyer runs one
  • Buy-side diligence on a target you are pricing
  • Valuation for a sale, an acquisition or a share transfer
  • ESOP and option pricing on a defensible basis
  • Working capital pegs and net debt argued with evidence
Quality of earnings

Accounting & CPA firms

  • White-label capacity at wholesale rates
  • Your brand on every file that reaches the client
  • Monthly bookkeeping capacity at volume
  • Catch-up, cleanup and busy-season overflow
  • No client contact unless you want us in the room
How partnering works

Accounting and CPA firms: talk to us about white-label capacity before you turn work away.

See how partnering works
By stage

What the work looks like at each stage

The finance function a company needs at pre-seed is not the one it needs at Series B, or the one it needs the year it sells.

4 stages
  1. Pre-seed & seed
    01

    Prove it

    A first real model, a deck that survives a partner meeting, and enough bookkeeping discipline that the numbers exist.

    Usually: fixed-fee build
  2. Series A
    02

    Institutionalise

    Monthly close, a board pack, and a driver-based model that answers diligence questions live rather than by email.

    Usually: build plus retainer
  3. Series B & C
    03

    Withstand scrutiny

    Multi-entity consolidation, cohort economics, covenant tests, and a CFO seat in the room when it matters.

    Usually: senior retainer
  4. Exit or hold
    04

    Prove it again

    Earnings normalised, a valuation you can defend, and records that survive a buyer’s advisers reading them.

    Usually: QoE and valuation
Sectors

Where revenue gets complicated

What matters is not the industry label but whether revenue can be read off an invoice or has to be constructed.

Clinical admin desk, claim paperwork
01Multi-payer healthcare

Earned, not collected

Payer mix, denials and claim lag.

Labelled parcels stacked on a fulfilment bench
02Marketplaces & platforms

Gross or net

Take rate, agent status, pass-through.

A dim server aisle with amber status lights
03Usage-based software

Billed on consumption

Credits, overages, prepaid burn-down.

Drawings spread on a site office bench beside a progress schedule
04Project-based & construction

Percentage of completion

WIP, retainage and change orders.

Loan file and amortisation schedule on a desk
05Specialty lending & credit

Interest accrues

Effective interest, provisioning, covenants.

Multi-currency ledger or world clocks on a wall
06Multi-entity, cross-border

6 books, one number

Intercompany, transfer pricing, FX.

Not on the list? The question is how your revenue behaves, not what your sector is called.

See the track record
Two people across a table, documents between them
In the room

The same questions, whoever is asking them

A board, a lender or a buyer. The file has to answer for itself either way.

Fit

When we are the right call, and when we are not

We would rather tell you to wait, or to hire someone else, than take an engagement that does not need to exist.

We are a good fit if
You are raising within 12 monthsEarly enough that the model can shape the plan rather than justify it after the fact.
You have a board to answer toAnd the reporting has not caught up with the obligation yet.
Your revenue is complicatedMultiple payers, marketplace mechanics, subscription cohorts or reimbursement timing.
The founder is still the finance functionAnd it has become the most expensive hour in the company.
You are buying, selling or being valuedWhere reported profit has to be rebuilt as earnings someone else will pay for.
We are not the right fit if
You want an audit or tax filingBoth belong with a licensed auditor or preparer. We prepare the file for them.
You want investor introductionsWe are not a broker-dealer, take no success fees and place no capital.
You need a full-time in-house CFOIf the role is genuinely full time, hire it. We will say so on the call.
You want the numbers to look betterWe make them defensible. If a figure is not supportable it does not go in.
Questions

Asked on the first call

Do you work with pre-revenue companies?

Yes, if there is a real plan behind the numbers. What we cannot model is an idea with no pricing, no cost base and no route to a first customer.

Is there a minimum engagement?

No minimum term. Documents are one-off fixed fees, retainers run month to month with 30 days notice either way.

Do you work outside the US?

Yes. Clients sit across the US, the GCC and Europe, and we report in the currency and format your board or lender reads.

Can you start mid-raise?

Often, and we frequently do. Tell us honestly what has already gone out to investors so we do not contradict a number you have sent.

Which sectors do you avoid?

Nothing categorically, but we decline work where the numbers cannot be evidenced or where the ask is to present them more favourably than they are.

Do you work through our accountant?

Yes, either alongside them or white-labelled behind their brand. Many of our engagements arrive through accounting firms rather than founders.

Contact

Tell us where
you are now

Book a call and get a fixed-fee scope within 24 hours. If a different answer serves you better, we will say that instead.

Schedule your free consultation
Where to start
  • 1

    Raising soon

    Start with the model and the investor materials that read from it.

  • 2

    Recently funded

    Start with the monthly close and a board pack generated from the model.

  • 3

    Books behind

    Start with accounting and bookkeeping, then build the forward view on top.

  • 4

    An accounting firm

    Start with a white-label conversation and one pilot file.