Who We Partner With
Our Ideal Partners
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VC-backed or PE-backed
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$2M–$30M annualized revenue or post-seed / Series A
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Operating in SaaS, biotech, manufacturing, climate tech, or deeptech
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Experiencing rapid growth, funding cycles, or M&A events
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Requiring investor-grade reporting, modeling, and financial infrastructure
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Open to embedded FP&A pods, not ad-hoc support
We Are Not A Fit For
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Early-stage, pre-idea startups
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One-off modeling or transactional work
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Low-cost offshore labor expectations
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Organizations without leadership alignment
Capacity
We maintain a limited client portfolio to protect quality of execution.
Capacity is currently open for 2–3 companies per quarter.
Engagement Model
FP&A Pods
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Embedded finance team
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Weekly reporting cadence
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Investor-grade infrastructure
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Outcome-focused, not hourly billing
Request a Working Session?
If you believe there is fit, you can request a working session.
We review context, objectives, and current financial architecture.
There is no obligation to proceed.
