Strategic finance for growing companies.
Finance operators. Not advisors. Not accountants.

Our team has run companies. We've made payroll, managed boards, navigated growth phases. Combined with deep PE backgrounds — we've sat in the room where capital allocation decisions get made.

Meet the Founders

Nick Jain

Nick Jain

Co-Founder

  • Experienced operator: 3x CFO or CEO up to $100M revenue
  • Hands-on operator: Track record of improving margins, optimizing cash flow, and driving growth across B2B and B2C businesses
  • Top-tier investing experience: Bain Capital private equity, Greenlight public equities investing
  • MBA, Harvard Business School (Baker Scholar)
Dan Settel

Dan Settel

Co-Founder

  • Experienced founder: Co-founder of Zanbato, leading platform for VC secondaries with >$1B/year in transactions
  • Investment background: VC and mutual funds
  • Deep network across founders, investors, and operators
  • MBA, Harvard Business School
  • BS in Engineering, Stanford

Why We're Different

Operators Who've Run Companies

We've made payroll, managed boards, navigated growth phases. We focus on value creation — not just closing the books.

AI Leverage

We leverage AI and automation to deliver higher quality at lower cost. That's the how. The who is what matters.

Complete Function

Accounting, treasury, reporting, and strategy — all under one roof. No more managing disconnected vendors.

Ready to own your numbers?

Let's talk about what you need. No long-term contracts.