Fundraising & Investor Reporting Support

Fueling Your Growth with Smart Finance

Whether you’re preparing for your first investor pitch or managing financial updates for your board, we support startups and growth-stage businesses with the financial clarity investors expect. As your partner in raising capital, we deliver CFO-level guidance to help you present your business in the best financial light. From building solid financial projections to answering tough investor questions, our team makes sure your numbers work as hard as you do.



We’ve supported founders across Columbus and Bexley—including those bootstrapping, seeking venture funding, or navigating early-stage capital rounds—with accurate, credible financials that speak investors’ language.

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What Investors Want to See—Prepared by People Who Know

A good idea is only the beginning. When it's time to raise money, your financial story needs to be just as compelling. That’s where we come in. As part of our startup CFO services, we create detailed financial projections, build pitch deck financials, and develop funding plans that align with your business model.

We help with:

  • Financial projections for investors (3, 5, or 10-year models)

  • Use-of-funds planning tied to realistic growth forecasts

  • Cash runway analysis and burn rate visibility

  • Investor and board-ready reporting packages

  • Building or reviewing the financial portion of your pitch deck

  • Answering diligence and financial questions from investors or lenders


Ongoing Reporting That Builds Confidence

Securing funding is only step one. Once capital is raised, most investors and boards expect regular, accurate updates on business performance. Our team helps you build repeatable, transparent reporting systems—whether that’s a monthly dashboard or quarterly board presentation. For clients in Ohio’s growing tech corridor, we support governance expectations with reporting that is timely, clean, and easy to interpret.



We support:

  • Monthly and quarterly investor updates
  • Board meeting financial prep and attendance
  • Tracking KPIs and financial milestones
  • Maintaining clean and auditable records for future raises
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Governance Support That Builds Investor Trust

Raising capital comes with new responsibilities—especially around financial controls and reporting. We help startups and scaling businesses establish basic financial governance practices that meet investor expectations without overwhelming lean teams. That includes setting up clear chart of accounts, improving recordkeeping, and building workflows for expense and revenue tracking.

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Clarity and Credibility That Opens Doors

Investors want to believe in your vision—but they fund what they can verify. We translate your growth plans into financial language that makes sense to banks, VCs, and angels alike. Whether you're pursuing funding in the Short North, Grandview, or downtown Columbus, our localized approach and CPA-led insights give your numbers the credibility they need to open the next door.

  • What kind of businesses do you help with fundraising support?

    We primarily assist startups and small businesses looking to raise outside capital through venture funding, angel investment, or traditional lenders. We also support nonprofits seeking grants or funding tied to financial outcomes.

  • Do you help with pitch decks?

    Yes. While we don’t design full decks, we specialize in building or refining the financial slides—such as revenue projections, unit economics, and use-of-funds summaries—and aligning them with your narrative.

  • Can you attend investor or board meetings?

    Absolutely. For ongoing clients, we often attend board meetings or investor calls to present financials, answer questions, or support the leadership team.

  • How detailed are your financial models?

    We tailor each model based on your needs. That can range from simple cash flow projections to complex, multi-variable growth models with funding tranches, headcount plans, and margin targets. We also stress test them with scenarios.

  • What if I don’t have clean books yet?

    We can start there. As a full-service financial firm, we can clean up your books before building projections or reports, so your financial foundation is solid.

Get Ready to Raise Capital With Confidence

If you're planning to approach investors—or if you already have funding and need better reporting—let’s talk. We’ll help you tell your financial story clearly and credibly, giving your stakeholders the confidence they need to invest in your future.