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PROJECTS
Fractional CFO
Outsourced CFO services for a newly formed legal services firm, including QuickBooks implementation, capital account maintenance, and financial statement production.
Fractional Corporate Development
Sell-side and buy-side transaction advisory for venture capital and private equity portfolio companies, including strategy formulation, target identification, and transaction execution.
Transaction Support
Diligence assistance for sponsor's potential acquisition of target platform, including identifying landscape of potential acquisition targets post-closing.
Board & CEO Advisory
Assisted general partners in prepared marketing materials to support a sector-specific fund targeting early-stage investments in design and engineering software targets.
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