Frequently Asked Questions

A: Our team actively invests in seed-stage companies, so we understand what investors look for, how they evaluate opportunities, and what they need to see to make funding decisions. This investor perspective, combined with our extensive network and operational expertise across multiple industries, allows us to provide a strategic partnership that goes far beyond traditional financial services. We don’t just manage your books—we help accelerate your growth through network connections, strategic guidance, and operational support that comes from real experience building and scaling companies.

A: We specialize in early-stage companies, typically from pre-seed through Series B, with particular expertise in technology-enabled businesses that have the potential for rapid growth and scale. Our clients span multiple industries, including SaaS, marketplaces, fintech, healthtech, consumer technology, and other sectors where technology creates competitive advantages. We work with both B2B and B2C companies, focusing on businesses that can benefit from our network connections, operational expertise, and strategic guidance.

A: Our typical onboarding process takes 2-4 weeks, depending on the complexity of your current financial situation and the scope of services you need. We prioritize getting you up and running quickly while ensuring that we build a solid foundation for long-term success. Our onboarding includes a comprehensive assessment of your current systems and processes, implementation of necessary technology and reporting systems, establishment of ongoing service delivery workflows, and integration with your existing team and operations.

A: Yes, we work with companies that have U.S. operations or are planning to expand into the U.S. market. We have extensive experience with international tax planning, multi-entity corporate structures, cross-border compliance requirements, and the unique challenges that international companies face when entering the U.S. market. Our team includes professionals with expertise in international accounting standards and regulatory requirements.

A: Our investment Query successful activity enhances our service delivery and visa versa in several important ways. First, it keeps us current on market trends, investor expectations, and industry best practices. Second, it expands our network of potential partners, customers, and future investors for our clients. Third, all our investments have options to leverage our professional services giving clear insight and access to assist in accelerating growth and making strategic decisions. We maintain strict confidentiality and conflict-of-interest policies to ensure that our service-only clients always receive unbiased advice that serves their best interests independent of our investment portfolio.

A: We may consider investing in service clients when there’s a clear strategic fit and mutual interest, but we never condition our services on investment opportunities. Any potential investment relationship is discussed transparently and separately from our service relationship. We have clear policies and procedures to manage potential conflicts of interest, and our primary commitment is always to our clients’ success regardless of whether we have an investment relationship.

A: We maintain strict policies to prevent and manage conflicts of interest. All potential conflicts are disclosed upfront to all affected parties. We have clear procedures for handling situations where conflicts might arise, including information barriers, separate team assignments when necessary, and transparent communication about any potential issues. Our clients always know about any relationships that might affect our advice or recommendations.

A: We have several non-negotiables that define our approach and ensure consistent, high-quality service delivery. Accuracy is paramount—all financial information must be accurate and GAAP-compliant, with multiple layers of review and quality assurance. Timeliness is critical—we deliver all commitments on time, every time, and communicate proactively if any issues arise. Transparency means we provide complete visibility into our work, recommendations, and decision-making processes. Confidentiality requires that we maintain the highest standards of client confidentiality and data protection. Responsiveness means we respond to client inquiries within 24 hours and are available when you need us. Continuous improvement drives us to constantly seek ways to improve our service delivery and create more value for our clients.

A: We use a comprehensive, multi-layered quality assurance process that includes automated checks and validations built into our technology systems, peer review of all work by experienced team members, senior-level approval for all financial deliverables, detailed documentation and audit trails for all transactions, regular reconciliation and validation procedures, and ongoing training and certification for all team members. Our team includes CPAs and experienced financial professionals who understand the unique requirements and challenges of early-stage companies.

A: Client satisfaction is our top priority, and we have a comprehensive approach to ensuring that you’re completely satisfied with our service. If you’re not satisfied with any aspect of our work, we’ll immediately work with you to understand the issue and make it right. We have formal client feedback processes and regularly survey our clients to ensure we’re meeting expectations. We also have service level agreements that define our commitments and provide remedies if we don’t meet our standards.

A: We maintain SOC 2 Type II compliance and use bank-level security measures to protect all client data. This includes encrypted data transmission and storage, secure cloud infrastructure with redundancy and backup, multi-factor authentication for all system access, regular security audits and penetration testing, role-based access controls and permission management, comprehensive employee training on data security and privacy, and detailed incident response and breach notification procedures. We also provide detailed security documentation for clients who require it for their own compliance purposes.

A: Our pricing is based on the scope of services, the complexity of your business, and the level of support you need. We offer both project-based pricing for specific initiatives and ongoing retainer arrangements for comprehensive service delivery. All pricing is transparent and agreed upon before we begin work. We believe in providing value that significantly exceeds our fees, and we’re happy to discuss different pricing structures that align with your budget and cash flow requirements.

A: We prefer ongoing relationships because they allow us to provide better service and create more value over time as we learn your business and build relationships with your team. However, we’re flexible on contract terms and can accommodate different engagement structures based on your needs and preferences. We offer annual contracts with various terms, and project-based engagements for specific initiatives.

A: Our service packages are customized for each client based on their specific needs, but typically include monthly financial statements and variance analysis, board presentation packages and investor reporting, cash flow management and runway analysis, strategic advisory services and planning support, access to our network for introductions and partnerships, and technology platform management and optimization. We also provide unlimited email and phone support, regular check-ins and strategic planning sessions, and access to our team’s expertise across all areas of our practice.

A: Our network provides multiple types of value that can significantly accelerate your growth. Business development benefits include introductions to potential customers, strategic partners, and distribution channels. Fundraising support includes connections to investors, warm introductions, and preparation for investor meetings. Talent acquisition includes access to experienced advisors, potential hires, and industry experts. Knowledge sharing includes insights from other founders who have faced similar challenges, best practices from successful companies, and market intelligence from our network. Strategic opportunities include access to acquisition opportunities, partnership possibilities, and exit strategy guidance.

A: We’re very active in facilitating network connections and consider this a core part of our value proposition. On average, we facilitate 5-10 strategic introductions per client per year, but the number varies based on your specific needs and opportunities. We also host regular networking events, facilitate connections between our clients, and actively look for partnership opportunities that could benefit multiple parties. We take a thoughtful approach to introductions, ensuring that there’s mutual value and genuine opportunity for all parties involved.

A: No, network introductions and access are included as part of our standard service offering. We believe that creating value through connections is fundamental to our approach and not something that should be charged separately. Our business model is based on providing comprehensive value through our services, expertise, and network access, all included in our standard fee structure.

A: We typically need access to your current financial records including recent financial statements, bank statements, and any existing financial systems or software. We also want to understand your business model, growth plans, key challenges, and strategic objectives. Our team will provide a detailed onboarding checklist once we begin working together, and we can work with whatever information you have available while helping you improve your financial systems and processes.

A: The best way to determine fit is through a consultation where we can discuss your specific needs, challenges, and objectives in detail. We’re transparent about what we can and cannot do, and we’ll let you know honestly if we think another provider might be a better fit for your situation. We look for companies that can benefit from our network connections, appreciate our investor-first perspective, and value the strategic guidance that comes from our operational experience.

A: The next step is to schedule a consultation where we can discuss your needs in detail, understand your current situation, and determine how we can help accelerate your growth. You can schedule this consultation through our website, by calling us directly, or by sending us an email with some basic information about your company and your needs.