CFO & Controller

No matter the stage of growth your company is at, our experienced team of financial experts will guide you and your team through these challenges.


Convertible Note, Series Seed

Ensure your financial records are accurate and up-to-date with best practices as well as forecast with confidence.

Forecasting and scenario building to help manage short and long-term cash requirements.

  • Design accounting and information flows
  • Devise financial model with key drivers for operating and financial metrics for up to 5 years
  • Determine with precision, the timing and amount of financing required and optimize cash flow with a focus on burn rate management
  • Insure risk and process controls for rapid growth
  • Build credibility with the Board and investors

“Bridging the GAAP” with daily financial management – from payables, receivables and payroll to month end reporting.

  • Implement or clean-up accounting records
  • Integrate and automate bank and credit card accounts with existing accounting software
  • Implement standard dataroom
  • Create monthly close and electronic checklists
  • Develop and manage short-term cash flow projections and requirements


Series A-C Funded

Financial transformation to grow and scale business.

Fortune 500 expertise, tailored to your company’s specific needs.

  • Guiding a young company through a liquidity search – debt or equity
  • Rightsizing and burn rate management by turning negative burn rate to positive cash flow
  • Lead ERP implementation including vendor negotiation for optimal pricing and system design
  • Liaise with attorneys, auditors, bankers and investors
  • Coaching and mentoring of management and financial team during a time of rapid growth

Interim support or oversight as and when you need it.

  • Manage daily, weekly, monthly financial management including receivables, payables and payroll processing
  • Prepare month end close
  • Monitor and prepare weekly cash flow reporting
  • Audit | Due Diligence preparation
  • Multi-company, multi-currency cloud accounting platform assessment, recommendation and implementation coordination


IPO, M&A, Restructuring

DecisionCFO works with your team to get the best result.

Value-added guidance to help obtain the best result for your transaction.

  • Ensure financial integrity and accountability
  • Post-merger integration/carve-out transaction support
  • Facilitate migration of accounting platforms
  • Provide oversight for the transaction closing process including managing 3rd party professionals
  • Provide advice on and help implement financial restructuring / re-engineering

Prepare for the transaction – From auditing to due diligence.

  • Due diligence preparation
  • Short-term cash forecasting
  • Provide accounting and financial transactional support to existing financial staff
  • Liaise with acquirer during transition period
  • Assist acquiree to close out financial records

How we do business


Our Promise

We will uncover and convey the meaning behind the numbers. We will help to define the metrics and craft a strategic financial plan reflecting your vision. We will deliver accuracy, brevity and clarity in all our work product.


Our Values

We succeed by finding the best solutions through collaboration. We ask. We listen. We solve. We believe that vigorous debate and teamwork create the best outcomes. We do not compromise on our ethics, confidentiality or integrity.



Financial acumen backed by a team of experts. Where you see one, there are many.

Financial acumen backed by a team of experts

We operate in New York and Silicon Valley and are comfortable in boardrooms from Tennessee to Thailand. Opportunistically, we invest in our clients as well as in select venture capital funds.

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