Making stronger decisions—without the finance noise
Embedded finance leadership that translates data into decision-ready insight
CFO-Grade Finance Partner
Real-time financial guidance
Structured intelligence frameworks
Decision-first design approach
Operational execution rhythms
87%
Faster Decision Cycles
Average improvement
24mo+
Runway Visibility
Cash forecast horizon
T+3
Reporting Speed
From T+15 baseline
Trusted by
150+ Companies
Managing $2.5B+ in capital
Our Four Integrated Pillars
Plan | Track Performance | Control Liquidity | Embed Finance
01
Financial Planning
Integrated budgeting, rolling forecasts, multi-year models.
Average improvement
02
Performance Intelligence
KPI frameworks, management reporting, variance analysis.
88% Client Satisfaction
03
Liquidity & Treasury
Cash forecasting, capital allocation, liquidity risk management.
92% Client Satisfaction
04
CFO-As-
A-Service
Embedded leadership for strategic guidance and investor interactions.
97% Client Satisfaction
150+
Companies Served
$2.5B+
Capital Managed
40+
Industries
99%
Retention Rate
Measurable Outcomes That Matter
Real-time financial guidance
Structured intelligence frameworks
Operational execution rhythms
Decision-first design approach
87%
Average improvement in financial decision speed
T+15 → T+3
Faster Reporting
Reduced cycles for real-time decision making
↑ 40%
Forecast Accuracy
Improved liquidity visibility and precision
3x
Scalability
Reduced operational risk with scalable foundations
100%
Governance
Enhanced accountability through structured KPIs
24mo+
Runway Protection
Disciplined growth decisions
↑ ROI
Capital Deployment
Data-driven capital allocation confidence
Data-Driven Results
Talk to a
Finance Partner
Let's start the conversation. Explore how we can create exceptional outcomes together.