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Kruze Consulting is a leading provider of accounting, finance, HR, and tax consulting to seed and venture capital-funded startups. Kruze’s clients have collectively raised over $10 billion in VC financing, and Kruze’s clients are regularly acquired by the largest public technology companies. Kruze Consulting’s tax credit advisory is reducing our clients' burn by over $10 million this year, and Kruze’s team recommends best-in-class financial and HR systems that help make data-driven startup founders more productive. Visit https://kruzeconsulting.com/ to learn more.

Countsy provides outsourced Accounting, HR/People Operations, Equity Administration, FP&A, and more for startups, scaleups, and spinouts. Our offering includes a dedicated Fractional CFO and CPO, all the necessary back office experts, and a technology platform for billing, payroll, expense management, reporting, and more. We help thousands of businesses grow and provide outsourced services for scaling companies and independent CFOs who need to supplement their departments.

Lazo is an all-in-one solution providing legal, tax, bookkeeping, back-office, and fundraising solutions for early-stage startups. This one-stop shop gives founders the peace of mind that they need in the early stages and provides financial and legal information ready to be shared with investors.

airCFO offers best-in-class Accounting, Fractional CFO, Tax and People Ops services so you can have a stable financial structure and prepare for the next phase of growth. We act as an trusted advisor to hundreds of venture backed, growth focused startups that look to us for education and guidance on how to develop and grow their back office practices. With four service line offerings, airCFO can play a role in every back-office function, giving you, the founder, piece of mind knowing the work is taken care of and you have more time back to focus on growing your business.

Leyton is a consulting firm that specializes in helping businesses identify and maximize tax incentives and credits, particularly in areas such as research and development (R&D) tax credits, cost segregation studies, Energy Efficiency (179D, 44L, ITC), Grants and State and Local Tax. They work with companies across all industries to optimize their tax positions and improve cash flow through these financial strategies.

Fuelfinance is a financial planning and analysis solution combining technology and a CFO service to help founders grow their businesses. Spend only 1 hour per week monitoring your KPIs on a dashboard. And a dedicated CFO will help you to make all the decisions. What is Fuelfinance? • Financial planning, modeling and reporting. Fuel automates all data collection and provides best practice reports and dashboards for your specific financial challenges and business model. • All-in-one-dashboard. Fully customizable and tailored for you. We use best practices based on our experience with 100+ startups and recommend which KPIs you should focus on. • Dedicated fractional CFO. Our ACCA and CPA-qualified financial experts from firms like PwC, Deloitte, Cisco, etc. will analyze your reports and KPIs and create custom financial forecasts. Plus, you'll have weekly calls and continuous support through the Slack channel.

BASECAMP Consulting Group provides outsourced accounting and finance services for scaling companies with branded consumer products. We specialize in inventory and COGS accounting for companies with omni channel sales in food & beverage, wine & spirits, apparel, and other lifestyle or outdoor sports products. We strive to build a true business partnership with our clients and can scale up our support as your business grows. Having worked with over 100 companies, we will assist you in developing a financial strategy for growth.

Finops.Company is a finance and strategy consulting firm that provides dynamic, high-impact fractional CFO services tailored to startups, agencies, and global businesses. With over 15 years of experience and more than 1,000 clients served, we offer a rare combination of executive-level financial leadership, operational insight, and hands-on execution. We help businesses grow with confidence by providing: • Fractional CFO Services – Embedded financial leadership to guide strategic decisions, optimize operations, and drive long-term success. • Financial Planning and Forecasting – Robust, data-driven models that support scaling, scenario planning, and investor communications. • GAAP-Compliant Financials and Audit Readiness – Accurate statements and audit support that withstand scrutiny from boards, auditors, and investors. • Investor Relations and Fundraising Support – Clear financial storytelling and metrics that build credibility with VCs, angels, and institutional investors. • Tax Strategy and Compliance – End-to-end U.S. and international tax services that ensure accuracy, timeliness, and full regulatory alignment. We’ve guided clients through everything from seed rounds to complex M&A, from startup launches to international expansion. Whether you're preparing for your first audit or scaling to $ 100 M+ in revenue, Finops.Company brings the expertise and structure to get you there—faster and with fewer risks.

With our fractional CFO and accounting services, we help founders navigate the complexities of company building through all stages of the journey - raising capital, building business models, operationalizing for scale, and achieving successful exits. We provide comprehensive accounting and strategic financial services to startups. In our accounting practice, Attivo builds the foundation that supports agile and effective financial decision-making. On the strategic finance side, our CFOs are experienced leaders who partner with founders to build lasting business value through each stage of growth. Launch Employee On-Boarding Payroll & Benefits Accounting Systems Financial Statements Vendor Payments Cap Table Management Compliance Filings Cash Runway Product-market fit Business Modeling and Forecasting Management Reporting KPIs, Dashboards, and Metrics Board Reporting Billings and Collections Accounting Policies International Accounting GAAP Accounting Venture Debt Go-to-market Bank Relationships Fundraising Technical Reporting Growth Capital Funding Revenue Recognition Unit Economic Analysis Sales Tax Scale Audit Relationships & Support Acquisition Due Diligence Asset Based Lending ERP On-going Team Structure Financial Recruiting M&A Due Diligence

FOUNDERS, WE’VE GOT YOUR NUMBERS. You probably didn’t start a business to have a job, but to create the freedom to achieve your unique goals and dreams. Which is why we started ours - to support you with personalized bookkeeping, accounting and finance strategies that create clarity, cash flows and confidence to make them all come true. THINK OF US AS YOUR OUT-SOURCED SORCERER. Our expertise is all about your numbers, the foundation for your growth. Our superpower is our passion to care for you and your dreams along the way. That’s why we bring big company prowess to small businesses - because we believe everyone should have access to proven methods for better decision-making and faster growth. ALMOST ANYONE CAN FILL OUT A LEDGER. Very few, however, can help you successfully navigate the obstacles most founders face while growing a business. Our goal is to arm you with a highly customized financial strategy, so that you can leverage those insights for accelerated business growth, from bootstrap to exit.

At MATAX, We Give Entrepreneurs Their Time Back ™ MATAX is a Xero-focused firm serving eCommerce, start-up and SMBs. Our expert team specializes in bookkeeping & accounting, cash-flow & scenario planning, cloud-technology integrations, and advisory services across a wide range of industries. We do the work so you can concentrate on your business. We work in partnership with business owners like you to build solutions that work seamlessly; saving time and cost while providing the info and insights needed to grow your business. MATAX is a Proud Two-time recipient of Xero Gold Partner of the Year. We are committed to delivering cost-effective solutions to our clients.

Zeroed-In Consulting is a California-based, full-service accounting firm that specializes in technical and outsourced accounting solutions. The company is dedicated to helping businesses navigate the rapidly evolving financial landscape by offering a suite of services that includes: • Technical Accounting: Helping clients manage the complexities of US GAAP reporting so they can avoid the pitfalls of traditional, error-prone financial processes. • Audit and Transaction Readiness: Preparing companies for rigorous audits, reviews, and due diligence processes, ensuring compliance and financial integrity. • Outsourced Accounting: Providing scalable support to supplement or entirely manage a company’s accounting function, allowing leaders to focus on core business activities. • Transformation Services: Driving efficiency and innovation through automation, business intelligence, and process optimization, enabling organizations to do more with less. At its core, Zeroed-In Consulting is built on a collaborative approach. The firm works closely with each client to assess current accounting systems, identify areas for improvement, and develop customized action plans—all delivered with a focus on efficiency, transparency, and innovation. By blending deep accounting expertise with modern technological solutions, Zeroed-In Consulting empowers businesses to not only keep pace with regulatory changes and technological advancements but also to position themselves for long-term success.

At FoundersIQ we work with VC backed startups to provide fractional CFO and accounting services, tax filing support, sales consulting, and fundraising assistance. We’re redefining the way businesses approach financial strategy and execution. As a leading provider of Fractional CFO and Accounting services, we specialize in delivering high-impact financial insights and solutions that empower startups, VCs, and established companies to scale efficiently. Revolutionize your approach to finance with innovative solutions tailored to your future goals. Our innovative approach combines cutting-edge technology with personalized service to simplify financial complexities and drive meaningful outcomes. We work closely with each client to understand their unique challenges, offering solutions that scale as you grow. At FoundersIQ, we are more than financial consultants—we are your strategic partners, committed to guiding your business through every stage of growth. Let’s build the future of your business, together

We are a fractional CFO service offering end to end accounting and finance solutions. We help entrepreneurs scale their business by translating complex financial information into valuable business insights

Fractional Tax is a leading tax and accounting firm. We offer tax and accounting service solutions to a wide-variety of clients. Our growing team allows us to give a hands on approach to each client while focusing on ways we can leverage their situation. Big firm capabilities, small firm feel. We offer individual services or service packages: • Personal and business returns • Entity formation and dissolution • Foreign-owned businesses filings • Full service accounting and bookkeeping • BOI reports • ITIN • and more! We offer free consultation meetings to talk through your situation and see what's right for you! We specialize in empowering non-US businesses, innovative startups, and creative entrepreneurs to establish and thrive in the US market. We create tailor-made solutions for unique business challenges in the US market. With personalized access to our CPA’s and tax professionals, mentorship, and affordable bookkeeping, we want to help you thrive. Please visit our website for testimonials and updates!

Withum is a forward-thinking, technology-driven advisory and accounting firm providing a comprehensive range of services, including audit and assurance, tax, advisory, technology, and risk advisory. Our services cater to businesses of various sizes, from small and mid-sized enterprises to large corporations across different industries such as technology, retail and manufacturing, life sciences, real estate, financial services, etc. Withum’s Technology and Emerging Growth Services Practice has a deep level of experience relating to all of the issues and opportunities that arise within the E-Commerce ecosystem. Our team of industry experts understands the challenges your company faces, from expansion and M&A opportunities to inventory management and sales tax complications, and can help you with your compliance, accounting and advisory needs while you build toward your goals and innovate for the future.

Wind of The Future is your one stop shop for back office support with startup friendly pricing. Accounting, Finance and Taxes are our core competencies, but we are generalists who can do so much more. We have extensive startup experience and know how to wear many hats. We have experience setting up new legal entities, preparing corporate documents like board resolutions and stock option plans, fundraising and strategic finance. We have run HR and set up employee benefit plans, payroll, compensation benchmarking, employee agreements and performance management.

Fractional CFO services for Sports & Fitness startups

Expanding abroad involves complexity and risk. To make it easy to operate internationally and keep you ahead of international compliance, Bree has partnered with Vistra International to offer 30% off their services. With over 30+ years of experience supporting expanding start-ups and scale-ups, Vistra understands the complexities of hiring and operating abroad. Their services include: • EOR & Entity Formation Services • HR, Payroll & Payment Services • Finance & Accounting Services • Global Compliance Services • Global Advisory services Tax, HR and Legal Check out their one pager attached and to take advantage of the 30% discount please reach out to Matthew.Wright@vistra.com or go to www.vistra.com/corporate/portfolio-companies