Serious finance work, seriously fast.
Investment-bank-grade FDD workbooks. Fortune-500 CFO leadership on retainer. IR analytics built on real Wall Street data. Pick the product that fits what's in front of you.
Which one are you?
Find yourself in one of the three below.
“I'm closing a deal and need diligence on the target's books.”
Financial Due Diligence
Investment-bank-grade FDD workbooks, delivered in about a minute.
Connect QuickBooks, Xero, NetSuite, or Sage, or upload an Excel export. You get a 40-tab workbook with auto-detected EBITDA add-backs, flag log, NWC analysis, and a per-recipient data room your buyers can run themselves.
First report on us
“I'm running a business and need finance leadership without hiring a CFO.”
Fractional CFO
Fortune-500 CFO leadership, on retainer.
Monthly close oversight, 13-week cash forecasting, profitability and pricing analysis, tax optimization, fundraising prep, and a quarterly strategy session. The work a sophisticated finance team would do, on the cadence your business actually runs.
2-minute fit assessment
“I have to convince investors my company is worth what I say it is.”
Investor Relations
Narrative and analytics for any company that talks to investors.
Raising, selling, or running public IR. We give you peer benchmarking, transcript and sentiment analysis, AI-drafted investor narratives, and a CRM tuned to how money actually evaluates companies like yours.
Complimentary elevator-pitch upgrade with intro call
See the actual deliverable.
Not stock photos. Not vague benefits. Below is roughly what each product puts in front of you.
| ($ in 000s) | FY22 | FY23 | LTM |
|---|---|---|---|
| Revenue | 12,450 | 14,820 | 16,210 |
| Gross Profit | 5,540 | 6,890 | 7,640 |
| Reported EBITDA | 1,820 | 2,310 | 2,540 |
| Adj. EBITDA | 2,180 | 2,750 | 3,020 |
Owner add-back flagged
$340K personal expenses booked to OpEx (FY23)
FDD workbook
40 tabs of IB-formatted analysis. EBITDA bridge with add-backs traced to source entries. Flags ranked by severity. Generated in about a minute.
Run a sampleMonthly review
May 2026
Cash
$2.1M
+$340K
Runway
18 mo
+2 mo
Gross M
68%
+4 pts
13-week cash forecast
Action: Renegotiate hosting (saves ~$4K/mo)
Monthly CFO review
A 30-page deck delivered every month. Variance walkthrough, 13-week cash, profitability cuts, and a punch list of decisions you should make this period.
See the engagementInvestor composition
Q1 2026
Insight: Quants up 4 pts QoQ. Tilt next earnings narrative toward factor-friendly framing.
Investor intelligence
Who actually owns you, why they own you, and how to talk to them. Peer-comp benchmarking, transcript signals, and AI-drafted narratives tuned to your investor base.
Explore the platformBuilt by people who've done the work.
Backgrounds in M&A, financial due diligence, public-company IR, and quantitative analytics, from firms you know.
Not sure which one you need? Tell us what's on fire.
A 15-minute call. We'll point you at the right product, walk through a demo, and (if it makes sense) get you set up the same day.