FinStrat provides accounting, finance, and reporting services for B2B SaaS companies, investors, RIAs, and VCs.


our solutions

Financial Services for B2B SaaS Companies

Fractional Chief Financial Officer (CFO), Controller, and Bookkeeping services designed to assist you monetize your business.

Private Asset Tracking & Reporting Services

Comprehensive solution for managing and reporting information on direct / private investments.

VC Fund
Administration Services

End-to-end back-office accounting and administration service solution, to include Carta support.




Delegate ALL accounting and financial operations.


Web-based financial dashboards to include all salient metrics.

Business Intelligence

In-depth interpretation of KPIs and metrics.


Inspire stakeholders with GAAP-compliant financial record accuracy and control


Gain a financially fluent ally at board meetings, presentations and investor meetings


Fraction of the cost and time required to manage an internal team


Hear from our clients

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

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

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

Citus Health, Inc.

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The Inevitable Evolution of “Value-Add VCs”

The Inevitable Evolution of “Value-Add VCs”

Carl Fritjofsson, the founder of Creandum, recently published an insightful article on whether VCs add value for founders. Repeating their survey of a group of VC and founders from four years ago to see whether VCs really add value, Fritjofsson and his colleagues set...

The Ultimate Guide to Venture Capital Returns

The Ultimate Guide to Venture Capital Returns

If you’re reading this blog post, you’re likely a high-level leader of a venture capital firm that is trying to efficiently navigate this dynamic and competitive landscape. Managing venture capital funds is a complex challenge, but fortunately, as much as the markets...

4 Things to Consider When Selecting a Fund Administrator

4 Things to Consider When Selecting a Fund Administrator

Choosing the best fund administrator for your business is no easy task. Given their crucial role in fund accounting, tax administration, reporting to investors, and more, there are several pieces of criteria that business leaders should consider when selecting a fund...