Founders & Growth-Stage

Past Startup.
Not Yet Scaled.

You built something that works. Real traction, real team, real numbers. The work that built it isn't the work that scales it. We bring the embedded CFO and Operating Partner muscle that professionalizes finance, installs the operating cadence, and gets the founder out of the bottleneck.

Take the Foundation Check See What We Build
Growth-Stage Support

From Bootstrap to Venture-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 value creation 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 next 24 months decide whether this business compounds or stalls. Start with the Foundation Check. A Cornerstone Session with both partners is the next step.

Take the Foundation Check