CFO-Led Accounting Finance and Reporting Services
FSM provides accounting, finance, and reporting services for early-stage and other investor-backed companies, HNW individuals, family offices, angel investors, accelerators, studios, and VCs.
Know
our solutions
Accounting & Finance for Early-Stage Companies
Financial solutions to meet the unique needs of quickly growing businesses across all industries and sectors.
Fund Accounting &
Administration Services
End-to-end back-office accounting and administration service solution, to include Carta support.
Portfolio Company Monitoring and Reporting
Streamlined monitoring and reporting, providing clear financial insights.
Private Asset Tracking & Reporting Services
Comprehensive solution for managing and reporting information on direct / private investments.
About
Our Partners
testimonials
Hear from our clients and partners
The financial modeling and reporting coming from FinStrat ranks among the most clean and comprehensive we’ve come across.
Brendan Mathews
Motley Fool Ventures
FSM’s web-based SaaS metric dashboards helped me communicate our financial position to investors and close our last equity round in record time.
Grant Elliott
Ostendio, Inc.
When SaaS companies come to us with financial reporting like what we see with FinStrat’s clients, it makes the investment decision making process straightforward.
Mike Denning
Blu Venture Investors
FSM’s full-service accounting and finance solution has done a great job supporting our company’s growth while allowing me to stay focused on achieving our strategic objectives.
Melissa Kozak
Citus Health, Inc.
Learn more from
Our latest podcasts
Turning Wood Waste into Renewable Energy: How Woodchuck is Revolutionizing Sustainability with Todd Thomas
Jun 6, 2025
Summary This Innovators & Investors Podcast episode features an in-depth conversation between Kristian Marquez and Todd Thomas, founder and CEO of Woodchuck and bestselling author of Unleashing Abundant Energy. Todd shares the journey of...
Revolutionizing Education with VR and AI: Inside Optima’s Journey with Adam Mangana
Jun 5, 2025
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Adam Mangana, the president and CEO of Optima, a company revolutionizing K-12 education through virtual reality (VR) and AI-powered learning...
Leading Authentically: Levi King’s Journey from Entrepreneur to Fintech Innovator
Jun 4, 2025
Summary In this insightful episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Levi King, CEO and Chairman of Nav, a company focused on improving financial health and credit management for small businesses. Levi shares...
