CFO-LED ACCOUNTING, FINANCE & REPORTING SERVICES

FinStrat Management provides accounting, finance, and CFO services for investors, RIAs, VCs, SaaS, and companies leveraging AI.

Complimentary Consultation For SaaS, Venture-Backed Companies

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our solutions

Accounting, finance, and reporting services for SaaS companies

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

Private Asset Tracking & Reporting Services for investors and RIAs

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.

Accounting + Finance for Companies Leveraging AI

Financial solutions to meet the unique needs of AI-driven businesses.

Portfolio Company Monitoring and Reporting

Streamlined monitoring and reporting, providing clear financial insights.

why

SaaS COMPANIES AND INVESTORS CHOOSE FINSTRAT MANAGEMENT

Time

Delegate ALL accounting and financial operations.

Visibility

Web-based financial dashboards to include all salient metrics.

Business Intelligence

In-depth interpretation of KPIs and metrics.

Confidence

Inspire stakeholders with GAAP-compliant financial record accuracy and control

Support

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

ROI

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

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