Founders & Growth-Stage

Past Startup.
Not Yet Scaled.

The financial and operating backbone to grow without it breaking, and to be ready the day you want to raise.

Growth-Stage Support

From Bootstrap to Ready

Cap Table & Equity Cleanup
Cap-table cleanup before the raise. Equity grants and vesting documented. Family and key-operator arrangements moved off the handshake. Investor-ready before the first call.
Financial Infrastructure
Monthly close on a calendar. KPI dashboard, 5 to 7 metrics per function. 13-week rolling cash, refreshed weekly. Investor-grade clarity from week one.
Capital Raise Readiness
Raise-ready in 8 to 12 weeks. 5-year model, adjusted-EBITDA workbook, data room organized for diligence, pitch deck that ties to the model. Built the way investors and lenders actually read.
SBA & Alternative Lenders
Lender package the bank actually wants. 13-week cash, covenant compliance, forward projections. We coach you through the credit conversation. We don't replace you in the room.
Operating System Install
Weekly leadership meeting. Monthly business review. Quarterly priorities. KPI dashboard tied to the growth plan. The cadence that runs whether the founder is in the room or not.
Capital Strategy
When to raise. How much. Equity, debt, or both. Capital structure recommendations grounded in your actual unit economics, not a generic playbook.

Stop Being the Bottleneck

The same fix as every owner-run business: the right people in the right seats, and a business that doesn't run through you.

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