Industries We Serve
Deep Expertise
Where It Matters
We don't try to be everything to everyone. Our focus on four key sectors means we bring genuine depth and industry-specific insight to every engagement.
Financial Infrastructure for High-Growth Tech
Tech & SaaS
From pre-revenue startups to scaling SaaS platforms, we understand the unique financial complexities of technology companies. Subscription revenue recognition, ARR/MRR tracking, and burn rate management are second nature to us.
Common Challenges
Complex revenue recognition for subscription and usage-based models
Rapid scaling requiring dynamic financial models that evolve monthly
Investor reporting demands across seed, Series A, B, and beyond
Managing burn rate while investing aggressively in product and growth
Multi-entity structures and international operations
How We Help
Custom dashboards tracking ARR, MRR, churn, LTV, CAC, and cohort analysis. Real-time visibility into the metrics your board and investors care about most.
Proper revenue recognition for subscription, licensing, and hybrid models. Compliant, clean, and audit-ready from day one.
Investor-grade financial models, data room preparation, and due diligence support that accelerate your fundraising timeline.
Creative Industries, Strategic Finance
Media & Entertainment
The media landscape is complex — multiple revenue streams, content production costs, advertising models, and distribution agreements. We bring financial clarity to creative businesses.
Common Challenges
Multiple revenue streams with different recognition timing
Content production budgeting and cost amortization
Digital advertising revenue complexity and reconciliation
Talent contracts and participation accounting
Rapid shifts in distribution models and platform economics
How We Help
Granular profit and loss tracking by title, series, or project. Know exactly which content is driving revenue and which needs optimization.
Reconciliation and analysis of advertising revenue across platforms, with variance analysis and yield optimization insights.
Pre-production financial planning, cost tracking during production, and post-production analysis to maximize ROI on creative investments.
Scaling CPG Brands with Financial Precision
Consumer Packaged Goods
CPG businesses face unique financial challenges — inventory management, COGS optimization, trade spend tracking, and channel economics. We help brands scale profitably across DTC, retail, and wholesale channels.
Common Challenges
Inventory valuation and cost of goods sold optimization
Multi-channel economics across DTC, Amazon, and retail
Trade promotion spend tracking and ROI analysis
Scaling from DTC to retail distribution with different margin structures
Cash flow management with seasonal demand cycles
How We Help
Deep analysis of product margins, manufacturing costs, and landed costs to identify opportunities for margin improvement across your portfolio.
True profitability analysis by channel — DTC, Amazon, wholesale, retail — accounting for all costs including marketing, logistics, and trade spend.
Forecasting models that balance inventory investment with cash flow needs, accounting for lead times, seasonality, and growth projections.
Fund Accounting & Portfolio Expertise
Venture Capital
Venture capital funds require specialized accounting expertise — from fund formation to LP reporting to portfolio valuations. We speak the language of GPs, LPs, and portfolio companies.
Common Challenges
Complex fund structures with multiple entities and vehicles
Fair value accounting and portfolio company valuations
Management fee and carried interest calculations
LP reporting requirements and capital call management
Regulatory compliance and audit requirements
How We Help
Complete fund accounting services including NAV calculations, capital account maintenance, and waterfall computations for complex fund structures.
Quarterly and annual LP reports, K-1 preparation, and capital call/distribution notices that meet institutional LP expectations.
Financial oversight and CFO support for portfolio companies, helping your investments build the financial infrastructure they need to succeed.
Don't See Your Industry?
While we specialize in four core sectors, our financial expertise translates across industries. Let's talk about your specific needs.
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