Startup Founders

We support founders from the idea stage to closing the first fundraising round, and beyond

Idea Stage to Pre-seed

If you are in the pre-seed or early stages of launching your business, we can help you with:

  • Business plans

  • Financial projections and budgeting

  • Business development and marketing plans

  • Competitive analyses and market sizing

  • Hiring key talent

  • Advisor recruitment

  • Pitch decks

  • Preparing for investor meetings

  • Branding and Messaging

    While we do not raise money on your behalf, but we can provide you with the tools to run a successful fundraising round, including coaching sessions and outreach tracking.

Pre-seed and beyond

For startups that have raised capital, we offer fractional executive services to help you with managing teams and executing on business goals.

As a fractional executive, we lead teams and operations and support in long-term planning, decision-making and risk management. We will also work with you to set up proper systems to ensure you are well poised for scaling and future funding.

Startup Clients (Past + Present)

Idea Stage to Pre-seed

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 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

Funded Startups

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 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

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

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Small + Medium Businesses