CFO-Led Accounting Finance and Reporting Services
FSM provides accounting, finance, and reporting services for startups and other investor-backed companies, HNW individuals, family offices, angel investors, accelerators, studios and VCs.
Complimentary Consultation For Investor-Backed Companies
If that’s you, let’s connect.
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our solutions
VC Fund
Administration Services
End-to-end back-office accounting and administration service solution, to include Carta support.
Private Asset Tracking & Reporting Services for investors and RIAs
Comprehensive solution for managing and reporting information on direct / private investments.
Portfolio Company Monitoring and Reporting
Streamlined monitoring and reporting, providing clear financial insights.
Accounting + Finance for Startups and Investor-Backed Companies
Financial solutions to meet the unique needs of quickly growing businesses across all industries and sectors.
About
Our Partners
testimonials
Hear from our clients and partners
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
Managing Partner
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
CEO
Citus Health, Inc.
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
CEO
Ostendio, Inc.
The financial modeling and reporting coming from FinStrat ranks among the most clean and comprehensive we've come across.
Brendan Mathews
Vice President
Motley Fool Ventures
Learn more from
Our latest podcasts
AI, Entrepreneurship, and Bold Decisions: Gaurav Bhattacharya’s Journey with Jeeva.ai
Apr 24, 2025
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez speaks with Gaurav Bhattacharya, the founder and CEO of Jeeva.ai. The discussion revolves around the challenges that Jeeva.ai seeks to address within the...
Connecting Gen Z: Adam Metcalf on ZeeMee’s Evolution and Startup Insights
Apr 22, 2025
Summary This conversation on The Innovators and Investors Podcast with host Kristian Marquez features Adam Metcalf, co-founder of ZeeMee, who discusses the journey of his startup aimed at connecting Gen Z students before they arrive on college...
Funding the Future: Bigfoot Capital’s Brian Parks on Flexible Lending for B2B Growth
Apr 17, 2025
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Brian Parks, founder and CEO of Bigfoot Capital, a lending firm focused on providing tailored financing solutions for B2B software companies. Parks...
