Problem solving is our specialty

With fractional executive and corporate strategy consulting services, we empower CEOs and teams to turn challenges into opportunities

How can we help your business grow?

  • We provide leadership during transitions, such as when a company is between full-time hires or going through significant changes, including:

    • Fractional Executive (COO and CFO)

    • Interim Chief of Staff

    • Advisor roles

  • We provide project-based and longterm support in business decision making, including:

    • Business plan creation, updates and feedback

    • Market and competitive analyses

    • Pricing and product research

    • Business development planning and infrastructure

    • Financial and operating models

    • Supply chain and human capital planning

    • Merger integration

    • Deal and diligence support

    • Risk management

  • We work with businesses and nonprofits to identify opportunities for improvements in business processes, including:

    • Operational Audits

    • Operational planning and updates to business processes 

    • Project management

    • Organizational design and hiring support

    • Systems infrastructure, include finance and accounting systems

    • Technology and data practices

    • Employee handbooks and company manuals

    • Identifying cost efficiencies

  • We help businesses fill in gaps on their marketing team by providing:

    • Pitch Decks

    • Copywriting

    • Design

    • Branding

    • Social media planning

    • Marketing campaigns

    • Other creative support

Schedule a consultation

Who do we work with?

Startup Founders

Startup Founders
Small + Medium Businesses

Small + Medium Businesses
Nonprofits

Nonprofits

Current + Previous Projects

    • Served as interim CFO of non-profit and C-Corp; revamped accounting systems; managed P&L, audit and PPP; developed and executed pandemic response plans, including organizational re-design and Board reporting

    • Launched two enterprise pilots and hired team of nine as interim COO of a mobility startup in the Philippines; hired and co-led four-person marketing team

    • Served as fractional CFO/COO for an omni-channel, vegan personal goods + beauty company; conducted forecasting, pricing, KPI tracking and supply chain analyses, resulting in 8% lower costs

    • Supported three financial services startup founders, including business planning, client service models, organizational design, pricing, fundraising and M&A, resulting in a $200M+ private equity capital raise; managed M&A process, diligence and coordinated integration of platform M&A acquisition

    • Supported CEO of a B2B SaaS company in the climate tech space with financial modeling, pitch deck creation, business development infrastructure, hiring of senior staff and developing messaging

    • Completed analysis of financial results and business practices for an art gallery and provided recommendations on real estate, hiring and billing practices

    • Built financial model for a company with an electric vehicle infrastructure subsidiary and a delivery services subsidiary

    • Built financial model for a healthcare data and consumer goods company; assisted CEO with seed round diligence with VC funds

    • Built financial models for commercial and residential real estate developers

    • Built a financial model for a rapidly growing e-commerce company in the food and beverage space and assisted CEO with decision making regarding brick-and-mortar expansion vs. further investment in digital

    • Provided forecasting support for a healthcare CEO considering the sale of a business vs. continued investment

    • Supported the CEO of a music entertainment business with financial modeling, fundraising and growth plans

    • Assisted two health-tech founders with business planning, including helping them to determine their business model, pricing, strategy, funding needs and human capital planning; built financial model and pitch deck resulting in successful pre-seed funding

    • Conducted market research for a longevity company, created business model and product offerings, designed company assets and created pitch materials

    • Conducted a multi-year LTV analysis for a consumer goods company

    • Conducted an operational audit for a rapidly growing e-commerce company, including creating guides for customer support, inventory processing and damages and marketing; assisted with supply chain analyses and hiring decisions

    • Conducted an audit for a talent agency, resulting in improvements in business development and talent relationship management; supported CEO in decision making regarding employees and promotions

    • Assisted an investment company in screening applicants for investment analyst positions

    • Led technology innovation of a non-profit’s finance and accounting systems, including updating bill pay practices and accounting software

    • Led project management of a 400-person event with a speaker series and a cocktail reception

    • Created materials explaining complex fintech concepts for non-technical sales meetings

    • Built a comprehensive course on investment banking fundamentals for a global education company

    • Designed a case study simulating the M&A process, including data room creation, employee interview videos and mock company branding

    • Designed marketing collateral for a mobility tech company, climate-tech company, healthcare company and a lifestyle brand

    • Created Adobe and Figma designs for a dating and relationships app

    • Designed a consumer facing dashboard for a financial services company

    • Provided copy support for a consumer goods company

Co-Founder of $200M PE Backed Startup

“Stephanie was instrumental in helping get our new company going. She stepped in to help anywhere needed, applying her diverse skillset from financial and analytical to creative and visual. It was great having her involved in our startup.”

Mobility Startup Investor / GP

“We hired Stephanie as a consultant. We got a fractional CFO, a strategic corporate development specialist, and a marketing and ops genius. She is what we call a force multiplier. She is hugely talented and an asset to any organization.”

Additional references available upon request