We bring Fractional CFOFractional COO services to VCsFamily OfficesInvestorsGPs

Fund management + strategic advisory.

Build an enduring firm

We offer operational excellence to investors

VC Funds

GP formation and fund setup, creating a solid foundation for all back office operations and investor relations.

GP on Demand

Stepping in as a GP to steward portfolios, manage service providers, and handle the portfolio for larger investment firms.

Unique Situations

From startups to Family Offices who need leverage in finance, operations, and engineering. We provider solutions and bring accountability during times of transition.

Select Clients

VC Fund - Fractional CFO

$75M Fund Fractional CFO - handling the back office operations working with Fund Admin, Legal, Tax & Compliance, Audit, and IC team. Setup and manage bookkeeping, modeling, QSBS eligibility, and portfolio management. Setting up the firm foundation to grow into Fund III and beyond.

Fractional CFO

Operations

GP services + Portfolio Management

$40M portfolio that needed a GP on demand to manage, report, and handle all service providers associated with the portfolio. Managing a ~150 company portfolio demands operational excellence during fundraising events, secondary transaction management and wind downs. We handle and maintain the portfolio for the shareholders.

GP on Demand

Operations

Fractional CFO

Emerging Manager Sprints

Zero to first capital call. Setup, structuring, materials, web presence, and strategy for developing - launching - maintaining a fund.

Strategy

Structure

Fund of Funds

Creation of Fund-Of-Funds Investment materials, thesis, strategy, and execution for a large Family Office. Managing and setting up the foundation of the FOF and building out the processes for both direct investments and LP investments.

Brand

Strategy

Fund Model