About
Us
Who We Are
A trusted financial partner with expertise across software, logistics, media, and other industries.
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A collaborative leader who has helped companies with everything from equity and debt financing to a PE exit.
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A strategic advisor who can help you build the right financial team to support your long-term growth goals.
Who We Aren't
A CPA...but we can manage them.
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A tax expert...but we can help there too.
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Yes men and women...your business deserves better! We’ll give honest advice, even if it’s tough to hear.
Our Vision
Our vision is clear...
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We will be your trusted financial partner with 3 key tenants:
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Keep it simple
Keep it clear
Keep it real
What
We
Offer
Financial Modeling
We can build you a 3-statement financial model with all the fixins.
That way, all of your historical and forecasted financials are in one clear place!
FP&A
When forecasting your financials, your numbers need to tell a story. And that story needs to align with the goals of the business.
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And a forecast means nothing if the numbers aren't believable.
Cap Table Mgmt.
Whether you need us to manage a system like Carta or build you something specific to understand how a fundraise will affect your shareholders...
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We got you covered!
Treasury Management
One area that can never be taken for granted!
Having your money safely in the right places can mean the difference between growth and destruction.
...and more.
Need a CPA? Well, that's not us. But, we can manage your accounting resources to align with FP&A. Creating truly foundational finance for your business.
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Need some bespoke
reporting or a short-term project? Let's talk!
Why
Us
Diverse Experience
Experience building financial models?
Check!
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Experience running finance functions?
Check!
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Experience in different industries?
Check!
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Experience raising debt and equity?
Check!
Non-CFO Price Tag
Experienced CFOs can run you over $300K annually in salary alone, not including bonuses and equity.
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We'll build you the finance function you need without the CFO price tag.
Keep It Real Approach
We want to see the company grow, but we want to see it grow the right way. We're not interested in cutting corners to see a company grow at all costs. We want to set you up to exceed your long-term goals.
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And sometimes, that means having tough conversations to achieve what's best for the company.
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#EfficientGrowth!
​Contact
Us
Where Are We?
20 N. Wacker Dr., 12th Floor
Chicago, IL 60606
What's Our #?
937-684-5026