Capital · Operations · AI
We help growing companies raise capital, run finance, and put AI to work.
Founding Partner Call · 25 min · we'll partner with you to understand where you are in the capital journey.
Capital Advisory
We help you raise money the right way. Four phases, end-to-end.
Strategy
Decide what kind of capital to raise (debt, equity, royalty), when, and from whom — before you start the campaign.
Readiness
Build the materials any institutional investor will demand: data room, financial model, pitch deck, governance docs.
Structuring
Run the actual fundraising campaign — warm introductions, manage the pipeline, negotiate term sheets.
Development
After the raise: manage the capital, run board prep and IR, prepare for the next round.
Fractional CFO
In the seat with you
Embedded as your CFO — through the raise and after. The same person who runs your campaign runs your monthly close.
Capital Journey Assessment
Every engagement starts here. A full business analysis to map where you are in your capital journey and where you need the most help. Output: a written diagnostic + a phased plan. Applied toward the next phase if we move forward together.
Recent Work
First institutional round
Bootstrapped western apparel brand, $750 → ~$10M revenue with no outside equity. Ran their first institutional raise: $1M cash + $2M production credit.
Seed + matching grants
Austin semiconductor printing company. Built the campaign from scratch — $5M seed paired with $10M of matching grant debt onto the balance sheet.
PE acquisition · 4-month close
Vertical SaaS for automotive shops. Brought a $30M PE LOI to a definitive purchase agreement; served as special counsel to the Chairman through closing.
Series A close
Membership marketplace for healthy products. Capital readiness + structuring through institutional diligence at scale; round closed at target valuation.
AI Automation
A live finance dashboard, plus an AI CFO that answers questions about your numbers in plain English. Connects to QuickBooks.
One example of what your dashboard could look like. Every implementation is customized to your business, the metrics that move it, and the questions you actually want answered.
Revenue · April
$1.31M
vs $1.27M plan
+3.3%Cash on hand
$873K
~8.2 mo runway
+$26.5KNet income
$71.4K
vs $109K plan
-34.6%Top variance
$47.2K
Marketing over budget
+38%Ask the AI anything: “Why did marketing overspend?” · “How long is my runway?” · “Should I be worried about cash?”
Basic
The pulse view. A handful of KPIs, an always-on AI assistant for plain-English questions, and a clean QuickBooks connection. For owner-operated businesses that want a clear read without dashboard fatigue.
Custom
The operator view. Full P&L, cash flow, scenarios, board-ready reporting — plus HR and Operations modules as you scale. Configured to your business and the metrics that move it.
AI in production
We start AI work in three verticals — Finance (bank rec, board decks, commission calc), HR (onboarding, benefits, payroll), and Ops (field service, vendor payments, renewals). That's where we begin. If you can imagine it, we can automate it.
Examples of Automation
A few of the workflows we've already shipped — across Finance, HR, Ops, IR, and customer success. The pattern is the same: replace a manual, multi-day process with an AI workflow that runs in minutes.
Bank reconciliation
3 FTEs → 0.2
Multi-entity holdcos · Plaid + QBO
Vendor payments + AP
Paper → ACH
Custom builders · $30M+ in flight
Board deck prep
5h → 8m
Variance commentary auto-drafted
Sales commissions
6h → 12m
Tiered comp · 10–30 reps · CRM-fed
Customer renewal mgmt
+9% NRR
Contracts · pipeline · drafted emails
Field service back-office
~$147K/yr
Pool, HVAC, services · ~1k customers
Founding Partner Call
Book a call.
Every engagement starts with a $5K Capital Journey Assessment — a full business analysis to map where you are and what you need next. Applied toward the first phase if we move forward.
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