Our Services
Business Operations
- Manage all day to day operational needs
- Tech and application stack selection
- Organizational design, scaleable business process build-out
- Stage appropriate GTM strategy and build out
- Federal/State Taxes / R&D Credits
- Insurance and corporate risk
- IT Security and SOC2
- Development & tracking of key business and operational KPIs
- Board and investor management
- Exec offsite planning and management
- Vendor negotiation
- International expansion
Finance & Accounting
- Financial reporting/modeling
- Budgeting, planning and forecasting
- Runway and cash management
- Fund raising prep, due diligence, support (venture cap/debt)
- Buy and sell side M&A
- Accounting (AP/AR) and payroll
- Financial audit coordination
- Expense management and reporting
- Banking and treasury management
- Sales commission planning and reporting
- Stock plan administration / 409A
- Tracking and reporting key KPIs
HR & Legal
- Fund raising and M&A due diligence
- Contract negotiation (sales, vendors, investors, corporate/board matters)
- Company formation and state registrations
- Talent acquisition, hiring and staffing (extensive network to ID top performers)
- Employee onboarding and offboarding
- Supporting and enabling remote first / distributed workforce
- Employee benefits selection and administration
- Employee programs, handbook and stage appropriate policies