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Why Finstrat?

Accurate and timely financials matter. That’s why.

At FinStrat Management, our professionals will handle it all – so you can stay focused on your priorities.

There may be other fractional accounting and finance service providers, but no one offers customized expertise or five-star service like FSM. Combining the power of the sharpest financial professionals in the industry with cutting-edge software and technology, we’re structured to specifically alleviate pain points and automate processes for B2B SaaS companies, venture capitalists, and individual investors.

We’re organized to do all the heavy lifting, so you get accurate accounting, financials and/or reporting – on time, every time, without any of the hassle. Our ecosystem of experts connects reputable B2B SaaS organizations with VC funding and individual investors. We like to call that a win, win, win.

The finstrat difference

VISIBILITY

See how private (and public, at clients’ discretion) investments are performing at present, and over time.

CONTINUITY

Families gain a readily accessible / centralized source to critical financial data in the event of incapacitation.

ATTENTION

Expect detailed and accurate reporting every time – it’s the only way we know how to operate.

ACCURACY

We make sure the data makes sense by normalizing disparate reporting methodologies and reconciling data inconsistencies.

TIME

Delegate ALL fund accounting and back-office administration tasks.

ACCESS

Web-based reporting dashboard accessible via smartphone, tablet and desktop viewing.

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