For Investors

Strong finance.
Stronger portfolio companies.

Strong financial infrastructure isn't optional—it's the foundation for scaling.
We embed CFO-level expertise into your portfolio companies so they can focus on execution while you get the visibility and insights you need.

Why Investors Choose Us

From portfolio challenge to competitive advantage

Turn finance from a portfolio company weakness into a strength with embedded CFO support

Portfolio-Wide Visibility

Standardized reporting across all portfolio companies. See metrics that matter, compare performance, and identify risks before they become problems.

Embedded CFO Support

We become your portfolio companies' finance team. They get CFO-level guidance and operational support without the overhead of full-time hires.

Value Creation Partner

From due diligence to exit, we support the full investment lifecycle. Better finance infrastructure means faster growth and higher valuations.

What You Get

Complete finance support for your portfolio

From pre-investment diligence to post-exit reporting, we're with you every step

Pre-Investment Due Diligence
Financial model validation and quality of earnings analysis
Revenue quality assessment and accounting review
Working capital analysis and cash flow validation
Unit economics deep-dive and scalability assessment
Portfolio Company CFO Services
Fractional CFO embedded in each portfolio company
Board-ready financial reporting and investor updates
3-way financial modeling and scenario planning
Runway monitoring and burn rate optimization
Portfolio Monitoring & Analytics
Standardized KPI dashboards across all portfolio companies
Consolidated portfolio performance reporting
Red flag alerts and early warning systems
Benchmarking and peer comparison analytics
Growth & Value Creation
Follow-on fundraising support and investor materials
M&A readiness and exit preparation
Financial systems and process optimization
Strategic initiatives and pricing optimization

How It Works

Seamless integration with your portfolio

Flexible engagement models designed for investors

Option 1
Due Diligence Only

Deep financial analysis before you invest. We validate models, assess unit economics, and identify financial risks in the diligence phase.

Perfect for: Pre-investment validation

Option 2
Portfolio Company Support

Embedded CFO and finance ops for specific portfolio companies. We become their finance team, reporting to both the company and you.

Perfect for: Individual portfolio companies

Option 3
Portfolio-Wide Partnership

Comprehensive finance support across your entire portfolio. Standardized reporting, consolidated analytics, and CFO services for all companies.

Perfect for: Full portfolio value creation

Value Creation

The impact of strong finance infrastructure

3-6mo
Faster Fundraising

Clean financials and investor-ready materials accelerate the fundraising process

15-25%
Cost Reduction

Burn rate optimization and financial controls extend runway significantly

2-3x
Higher Valuations

Strong unit economics and clear growth paths drive premium exit multiples

FAQs

Common questions from investors

Ready to strengthen your portfolio's finance function?

Let's discuss how we can embed CFO-level expertise into your portfolio companies and give you the visibility you need.

Discuss your portfolio