Industries We Serve
Financial Leadership for Every Growth Stage
We bring Wall Street experience and AI-powered delivery to companies doing $5M–$100M in revenue. The financial challenges of scaling, from cash flow and reporting to fundraising and strategic planning, are universal. Our approach is tailored to yours.
SaaS & Technology
MRR/ARR metrics, fundraising prep, burn rate management, and financial modeling for tech companies scaling to their next milestone.
E-Commerce & DTC
Inventory optimization, unit economics, cash flow forecasting, and margin analysis for brands selling direct or through marketplaces.
Education Technology
Subscription economics, grant accounting, blended revenue models, and compliance reporting for EdTech companies.
Healthcare & Digital Health
Reimbursement modeling, compliance cost management, rapid scaling support, and financial infrastructure for health companies.
Professional Services & Agencies
Project profitability tracking, utilization metrics, resource planning, and partner compensation modeling for services firms.
Nonprofit & Mission-Driven
Grant compliance, restricted fund accounting, board reporting packages, and financial sustainability planning for mission-driven orgs.
Manufacturing & Supply Chain
Cost accounting, inventory optimization, tariff impact modeling, and capacity planning for manufacturing operations.
Clean Energy & Climate Tech
Tax credit optimization, project finance structuring, grant management, and investor reporting for energy companies.
Fintech & Financial Services
Regulatory compliance cost tracking, unit economics, lending model analysis, and investor-ready reporting for fintech companies.
Food & Beverage / CPG
COGS management, co-packing margin analysis, retail expansion modeling, and cash flow optimization for F&B and CPG brands.
Don’t See Your Industry?
We work with growing companies across every sector. If your company is doing $5M–$100M and needs financial leadership, we can help.
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