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.
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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
Hedge Venture Capital: Innovating Risk Management in Early-Stage Investing with Fuel Venture Capital
Jul 11, 2025
Highlights Fuel Venture Capital invests globally in early to mid-stage tech companies, focusing on fintech, consumer platforms, enterprise SaaS, and AI. Maggie Vo pioneers “hedge venture,” a strategy combining hedge fund risk management with...
Revolutionizing Education: AI, Lifelong Learning, and Global EdTech Insights with Owl Ventures
Jul 10, 2025
Highlights OWL Ventures exclusively invests in EdTech across all education stages, including intersections with FinTech and HealthTech. Generative AI revolutionizes education by enabling personalized learning paths, advanced data analytics, and...
Backing Grit and Innovation: Inside HG Ventures’ Unique Corporate Venture Model
Jul 9, 2025
Highlights HG Ventures combines venture capital discipline with strategic corporate resources to invest in hard tech and deep tech startups. Investment focus is stage-agnostic and geographic-flexible, emphasizing investments only where value can be...
