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
Revolutionizing Application Security: Transforming Risk Management and Facilitating Startup Success
Jul 16, 2025
Highlights Ghost Security uses an AI-driven agentic model to detect and remediate software vulnerabilities more effectively than traditional pen tests. Traditional cybersecurity relies on penetration tests, SAST, and DAST, but Ghost Security...
Bridging Pediatric Mental Health Gaps: The Hybrid Care Model with Blackbird Health
Jul 15, 2025
Highlights Blackbird Health addresses the fragmented pediatric mental health ecosystem with a comprehensive, hybrid care model. The company operates a virtual-first approach complemented by in-person clinical sites across multiple states....
Unlocking Multifamily Real Estate Success: Direct Investment Strategies and Insights with Veritas Equity Partners
Jul 14, 2025
Highlights Veritas Equity Partners specializes in workforce multifamily housing in Washington State’s tertiary markets. The firm offers direct investment in specific apartment deals, with transparent ownership and control. Target returns combine...
