BasicExecute the brief
- Defined finance work from a clear operating brief
- Bookkeeping, reconciliations, and routine reporting
- Hands-on direction with scheduled review points
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.
IntermediateRun the workflow
- Planning and control of multi-step finance workflows
- Accounting close, FP&A, budgets, forecasts, and reporting systems
- Fewer founder inputs for familiar operating decisions
AdvancedShape the path
- Direction for ambiguous or consequential finance work
- Finance strategy, capital planning, and complex decision support
- Leadership across specialists, models, and decision preparation
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.
Set the capability level for each lane
Choose the judgment, autonomy, and complexity the team needs—not a fixed package of outputs. Each level includes the capability beneath it.
Operating leadCOOAccountability, priorities, operating cadence
Locked Advanced
FinanceFinancial leverage
GrowthDistribution
TechnologyProduct