Supporting:

high growth companies developing novel technologies in

  • Life Sciences
  • Medtech
  • Digital Health
  • AgTech

CFO support:

  • company financial strategy
  • fundraising
  • deal making
  • IPO/M&A prep & support
  • BOD meetings
  • accounting/finance dep't oversight

Accounting & finance support:

  • monthly close & reporting
  • annual budget & 3-year planning
  • systems implementation
  • audit, tax, 409a
  • accounts payable, payroll
  • insurance, filings, and other ad-hoc

CFO support:

  • company financial strategy
  • fundraising
  • deal making
  • IPO/M&A prep & support
  • BOD meetings
  • accounting/finance dep't oversight

Supporting:

high growth
companies developing
novel technologies in

  • Life Sciences
  • Medtech
  • Digital Health
  • AgTech

Accounting & finance support:

  • monthly close & reporting
  • annual budget & 3-year planning
  • systems implementation
  • audit, tax, 409a
  • accounts payable, payroll
  • insurance, filings, and other ad-hoc

Supporting:

high growth companies developing novel technologies in

  • Life Sciences
  • Medtech
  • Digital Health
  • AgTech

CFO support:

  • company financial strategy
  • fundraising
  • deal making
  • IPO/M&A prep & support
  • BOD meetings
  • accounting/finance dep't oversight

Accounting & finance support:

  • monthly close & reporting
  • annual budget & 3-year planning
  • systems implementation
  • audit, tax, 409a
  • accounts payable, payroll
  • insurance, filings, and other ad-hoc

Sample Clients:

(available upon request)

Sample Clients:

Case studies:

(available upon request)

IPO prep and support

bringing organizational and strategic clarity via budgeting process

finance & accounting systems - assessment, and implementations for multiple companies ranging from Series A thru IPO

audit readiness - from first audit preparation through PCAOB audits for IPO

M&A support from diligence through integration

Case studies:

(available upon request)

bringing organizational and strategic clarity via budgeting process

audit readiness - from first audit preparation through PCAOB audits for IPO

Finance & accounting systems - assessment, and implementations for multiple companies ranging from Series A thru IPO

IPO prep and
support

M&A support from diligence through integration