Finance

Make every dollar legible before it becomes urgent.

Operating finance for founders who need runway clarity today and credible capital readiness tomorrow.

When this lane leadsEvery operating dollar arrives as a clear decision.

Choose capability, not a fixed output package.

Basic delivers defined work reliably. Intermediate owns the workflow. Advanced brings senior judgment to ambiguous, original, or consequential work. Each level includes the capability beneath it.

BasicExecute the brief
  • Keep the books current
  • A finance operator runs routine entries, reconciliations, document follow-up, and recurring reports from an established process. You review exceptions and approve material actions.
  • In practice: Bookkeeping, AP/AR tracking, reconciliations, and monthly reporting.
IntermediateRun the workflow
  • Run the finance cycle
  • An experienced finance operator owns the close, management reporting, budgets, and cash forecasts, coordinating external accounting and tax partners as needed.
  • In practice: Accounting close, FP&A cadence, forecast updates, and reporting systems.
AdvancedShape the path
  • Steer capital and trade-offs
  • A senior finance lead builds the model behind major choices, pressure-tests scenarios, directs specialists, and prepares capital decisions for founder approval.
  • In practice: Capital planning, unit economics, runway strategy, and board or lender materials.
S-TierInvite only

One accountable quarterback.

We operate the finance lane: books, models, reporting, controls, capital materials, and decision preparation. When audit, tax, legal, investment, brokerage, or custody expertise is required, we find and brief the right licensed professional, coordinate the work, and bring the decision back to you.

Build your team fully tailored to your needs.

An all-star player for someone else might be a misfit for you. The overall team composition is more important than the individuals who form the team.

Operating leadCOOAccountability, priorities, operating cadence
Locked Advanced
FinanceNumbers
GrowthDistribution
TechnologyProduct
FinanceNumbers