Decision Infrastructure Built for Stakeholder Scrutiny.
We plug into the places where messy reality meets capital: funding rounds, special situations, and decisions your board can’t afford to get wrong.
Three Pathways to Firm Optimization
Each lane can stand alone, or we can assemble them into a full stack around a specific decision, transaction, or raise.
Capital & Transactions
For raises, refinances, and special situations where your counterparties have seen everything and the story has to hold up under scrutiny.
- Investor and lender decks that track to how ICs actually make decisions.
- Runway, scenario, and sensitivity models that stand up to probing.
- Deal diagnostics and early-stage structuring support.
Decision Infrastructure
Build the models, metrics, and cadences that let leadership make faster, sharper calls with less noise and fewer surprises.
- Operating and driver-based models aligned to how the business actually runs.
- Board and leadership KPI packs with a clear signal-to-noise ratio.
- Cash, unit economics, and variance views that inform real decisions.
Profitability & Firm Efficiency
Find the money you’re already earning by cleaning up systems, spend, and structure instead of just pushing for more volume.
- 24-Hour Audit to surface silent leaks and redundant spend.
- Finance and systems stack rationalization with quantified impact.
- Execution-ready playbooks with owners and timing, not wishlists.
Formatted to Match Your Decision Horizon
Whether you need a focused answer in a few weeks or a longer arc of support through a capital event, we keep the structure lean and the ownership clear.
Focused answer to one hard question.
Tight, time-boxed engagements around a single decision, transaction, or board conversation where ambiguity is expensive.
- Best for “Should we do this?” decisions with real capital at stake.
- Compact models and memos designed for leadership and IC review.
- Clear recommendation with trade-offs and downside articulated.
We operate alongside your leadership.
Hands-on partnership during raises, restructures, or stack upgrades, without adding a permanent headcount.
- Best for capital events, restructurings, and major operating shifts.
- Living models, decks, and reporting that evolve with the process.
- Cadence aligned to your board, investors, and internal teams.
A standing decision partner for the C-suite.
Light-touch but always-on support for recurring board cycles, capital decisions, and “sanity checks” as the environment shifts.
- Best for teams who want continuity without building a large office.
- Recurring reviews to keep models, narratives, and KPIs current.
- Access for ad-hoc questions between formal cycles.
Our Core Competencies
We treat each engagement as bespoke, but a handful of products show up repeatedly because they de-risk high-stakes conversations quickly.
24-Hour Profit Leak Audit
A compressed, controller-grade review of your spend that surfaces quick wins, structural leaks, and a quantified ROI roadmap.
- Uses exports and statements — no production system access required.
- Quantified savings and cancel/downgrade opportunities.
- Actionable report with next moves and ownership.
Investor-grade Models & Narratives
IC-ready financial models, decks, and memos built around the questions sophisticated capital actually asks.
- Raise, refinance, and special-situations support.
- Alignment between numbers, story, and underlying reality.
- Deliverable templates that survive to recurring review cycles.
Streamlined Finance & Decision-Stack
Move from fragmented tools to a lean, integrated stack that supports decision-grade reporting with less manual pain.
- Current-state mapping of tools, data, bottlenecks, and pain points.
- Target architecture for the sophistication and scalability your firm actually needs.
- Sequenced implementation plan with clear ownership and timing.