Institutional-Grade Finance for the Scaling SaaS
We replace the fractional CFO roulette with a productized financial engine. Accrual accounting, ASC 606 compliance, and board-ready metrics.
The Standard for Seed to Series B
We have seen this movie before.
You built a great product. You found early traction. Then the term sheet landed, and the Due Diligence checklist arrived. That is the moment the panic sets in.
Most Seed-stage founders treat finance as a compliance tax. They hire a low-cost bookkeeper and pray the bank balance lasts. This is a fatal error.
We do not just "do the books". We build the infrastructure that turns a chaotic startup into an investable asset.
The Capability Stack
Three tiers of service designed for the specific lifecycle stages of a B2B SaaS.
The Foundation
For Seed Stage (<$1M ARR).
- Audit-ready Financials (Accrual Basis)
- Monthly Close (10-day guarantee)
- Runway & Burn Rate Visibility
The Growth Engine
For Series A Prep ($1M - $5M ARR).
- Automated ASC 606 Revenue Recognition
- SaaS Metrics Dashboard (CAC, LTV, NRR)
- Monthly Variance Analysis & Video Review
The Scale Partner
For Diligence & Fundraising ($5M+ ARR).
- Board Deck Preparation
- Scenario Modeling & Fundraising Support
- 409a Valuation Management
Request an Invitation.
We limit our active client roster to maintain high-touch service. We do not use junior account managers; you work directly with The Partners.
Applications are reviewed every Friday. If you are a fit for the current cohort, we will reply within 48 hours.
We have received your message and will get back to you as soon as possible. Our team is dedicated to providing the best support and we appreciate your patience.
