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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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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.

GET A FRACTIONAL CFO

Fund Accounting &
Administration Services

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

Eliminate Admin Burden

Portfolio Company Monitoring and Reporting

Streamlined monitoring and reporting, providing clear financial insights.

GAIN PORTFOLIO INSIGHTS

Private Asset Tracking & Reporting Services

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

Gain insight + Continuity

why

FOUNDERS 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

About

Our Partners

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FinStrat management is a Stripe Certified Partner
FinStrat Management Staff are Maxio certified

testimonials

Hear from our clients and partners

Brendan Mathews

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
Grant Elliott

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.
Michael Denning

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
Melissa Kozak

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.

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