Services

Senior expertise across technology and finance.

Bring us in for a defined project, or keep us on call as advisors. Every engagement is led by senior people who have done the work themselves. Looking for an executive on your team? See fractional leadership

Technology Finance strategy M&A due diligence

Technology

Build it right, or rebuild it right.

Infrastructure & IT overhauls

For companies that moved fast, shipped a product and are now feeling it in scaling, maintenance and management. We lead full re-architectures of cloud infrastructure and internal IT, so the business is ready for its next stage.

  • Infrastructure and systems audits
  • End-to-end cloud re-architecture
  • Internal IT, identity and access
  • Low-disruption migration planning
  • Documentation and clear ownership
  • Readiness for diligence and acquisition

Cloud architecture

Infrastructure that is secure, reliable and sized to what you actually need, so your cloud bill grows slower than your revenue.

  • Architecture design and review
  • Cloud migration and modernization
  • Cost optimization
  • Security, compliance and access
  • DevOps, CI/CD and observability
  • Scalability and resilience planning

Software engineering

Senior engineering help, from untangling a codebase to setting up the practices that let a small team ship quickly without breaking things.

  • Codebase and architecture assessments
  • MVP and product build support
  • Engineering process and code quality
  • Technical debt reduction
  • Team augmentation and mentoring
  • Hiring and interview design

AI transformation & enablement

A practical path from AI curiosity to AI in production: choosing the problems worth solving, building them well and getting your team comfortable using them.

  • AI strategy and use-case prioritization
  • Prototyping and production builds
  • Data readiness and governance
  • AI-assisted engineering workflows
  • Team training and enablement
  • Vendor and model selection

Finance strategy

Numbers you can run the company on.

Planning & analysis

Budgets and forecasts that leadership actually uses to make decisions: where to hire, what to spend and how much runway you really have.

  • Annual budgets and rolling forecasts
  • Runway and cash-flow modeling
  • Scenario and sensitivity planning
  • Headcount and hiring plans
  • Budget-versus-actual analysis
  • Planning cadence for the leadership team

Fundraising & investor readiness

Getting ready for the raise before the raise: a model investors trust, a data room that holds up and steady support through diligence and close.

  • Investor-grade financial models
  • Data room preparation
  • Cap table and dilution modeling
  • Financial story for the pitch deck
  • Support through diligence and close
  • Debt and alternative financing options

Unit economics & growth strategy

A clear view of what each customer, product and channel really earns, so growth stays profitable and pricing decisions rest on data.

  • Unit economics and contribution margin
  • Pricing and packaging analysis
  • CAC, LTV and payback modeling
  • SaaS and revenue metrics
  • Profitability by product and channel
  • Business cases for major investments

Board reporting & finance systems

The KPIs, reporting and tools that give leadership and the board a clear, timely picture, set up to scale with the company.

  • KPI frameworks and dashboards
  • Board and investor reporting packages
  • Finance tool selection and setup
  • Controls and approval workflows
  • Systems integration and automation
  • Readiness for diligence and exit

M&A due diligence · for acquirers

Know exactly what you're buying.

We work on behalf of acquirers to investigate and validate a target's financial and technical position before you commit. One team covers both sides, so you get a single, clear picture of risk, value and what integration will really take.

Financial diligence

Are the numbers real, repeatable and well controlled?

  • Quality of earnings and revenue analysis
  • Accounting practices, close process and controls
  • Cash flow, working capital and liabilities
  • Forecast and financial model validation
  • Tax exposure and compliance review
  • Finance systems and reporting maturity

Technical diligence

Will the technology scale, and what will it cost to own?

  • Architecture, scalability and technical debt
  • Cloud infrastructure, reliability and cost
  • Security, identity and access posture
  • Engineering team, process and key-person risk
  • Code ownership and third-party dependencies
  • AI and data capabilities, claimed vs. actual

YOU RECEIVE

A findings report with risks ranked by severity

YOU RECEIVE

Red flags and considerations for valuation and deal terms

YOU RECEIVE

A post-close integration and remediation roadmap

YOU RECEIVE

Direct briefings with your deal team

Not sure which you need? Let's figure it out together.

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