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Professional Services

Don’t let financial
operations hold you back.

Partner with FinStrat

Your financial operations should accelerate growth, not slow it down.

FinStrat Management provides comprehensive CFO-led financial services designed specifically for early-stage companies that need to move fast while maintaining investor-grade financial discipline.

Our team of experienced CFOs and financial professionals becomes your financial operations team, providing the expertise, systems, and strategic guidance that growing companies need to scale efficiently while preparing for future funding rounds and strategic opportunities.

Accounting & Finance for Early-Stage Companies

We help early-stage companies measure, assess and report financial performance to internal and external stakeholders—helping make informed decisions guided by hard financial data.

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Fund Accounting & Administration

We fully manage your fund’s back office and reporting needs, fulfilling administrative and audit requirements so you can focus on your portfolio companies and raising your next fund.

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Portfolio Company Monitoring & Reporting

We offer a fully delegated, tech-enabled professional services solution to collect and report on portfolio company performance so you can focus on running your fund.

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Private Asset Tracking & Reporting

We offer family offices, high net worth individuals, and RIAs an end-to-end solution for managing and reporting information on private investments.

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Due Diligence

We do the heavy lifting with our systems-driven due diligence engine—surfacing the right deals aligned with your thesis so you can invest with confidence.

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