We believe our shared services model alleviates many of the challenges earlier stage companies face. We provide key operational support, strategic mentoring, and scalable best-practice corporate office functions. For entrepreneurs, this reduces costs, increases efficiency, and allows portfolio companies to focus intently on what they do best, vision, strategy and growth.

Our shared services model allows both portfolio and non-portfolio companies access to as much or as little support as they need, depending upon what stage they are in their development. We have experience in a number of disciplines including finance/accounting, human resources, marketing, and executive recruiting.

Service Offerings

Business Services

  • Strategic business planning and execution
  • Board of directors and corporate secretary services
  • Capital formation, structure and funding consulting
  • Diligence preparation and review
  • Investor relations
  • Strategic partner negotiations
  • Contract management
  • Sales distribution, support and assistance
  • Networking and business development
  • Strategy design and execution for clinical integration and accountable care delivery

Finance Services

  • Financial guidance
  • Chief financial officer services
  • Policy and procedure development and implementation
  • Budgeting
  • Basic financial statement preparation
  • General ledger
  • Payroll processing, services and tax administration
  • Regulatory reporting and compliance
  • Treasury

Project-Based Services

  • Due-diligence preparation and review
  • Capital formation, structure, and funding consulting
  • Pitch deck development
  • Financial modeling and forecasting
  • Product/market fit
  • Strategy and communications design

Accounting Services

  • Accounting and reporting system
  • Accounts payable & accounts receivable processing
  • Cash management
  • Month end close & general ledger management
  • Monthly and interim financial statement reporting
  • Electronic payments capability
  • Statutory compliance (annual, personal property, sales/use tax reporting, etc.)
  • Tax & audit package preparation
  • Part-time CFO and controller role

Human Resources

  • Employment policies
  • Recruitment and hiring
  • New hire packets and onboarding
  • Employee relations and conduct
  • Benefit design and review
  • Regulatory reporting and compliance
  • Consulting services
  • Vacation and PTO tracking
  • Compensation review and industry analysis
  • Consulting services
  • End-of-year reporting
  • Human resources