— Portfolio

Selected work.

A small sample of recent engagements, anonymized at the client's request. Click into any project for the full case study.

Engagements220+
SectorsSaaS · Services · Industrial · Healthtech
Last updatedMarch 2026
— 01

CloudSyncB2B SaaS · Series A · 2025

Fractional CFO 14 months
Outcome Round closed — $24M
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— 02

Meridian ManufacturingIndustrial · Mid-market · 2024

Operational Finance 7 months
Outcome Close time — 21d → 5d
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— 03

Pinecone HospitalityRestaurants · Buy-side · 2025

Acquisition Advisory 4 months
Outcome Deal multiple — 6.5x EBITDA
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— 04

Lattice HealthHealthtech · Pre-Series A · 2025

Financial Planning 6 months
Outcome Round closed — $8M
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— 05

Forge CapitalAsset Management · 2024

Internal Controls 5 months
Outcome Controls designed — 64
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— 06

Northwind LogisticsLogistics · Growth · 2024

Cash Flow Optimization 3 months
Outcome Cash freed — $2.1M
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