Services
From a one-time strategy package to running your books every month, each service is built around the numbers that matter to you.
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01
We work with executives and critical employees to identify the Key Performance Indicators to benchmark and exceed at 6, 12, and 18 month milestones. It starts with a full deep dive to understand your current operations, your pain points, and where you want to be at each milestone.
KPIs
Benchmarks
Milestones
02
An active financial service for startups and small-cap companies that want to outsource the lifeline of their business: their money. We handle the monthly close and provide access to CPA-audited financials on request. Your P&L and balance sheet arrive on the first day of each month.
Monthly close
P&L
Balance sheet
03
With over $1 million deployed from family office activity over the past decade, and partners with 20x that experience, we bring knowledgeable experience to a volatile industry. We seek value: how to get companies from revenue to profit, or to their next desired benchmark.
Family office
Revenue to profit
Relationships
04
Public: internal data collection and market research to ensure your product is competitive, stress-tested with price mobility scenarios. Private: modeling and forecasting so your portfolio is as simple to read and predict as the public markets.
Market research
Stress tests
Forecasting