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Helping Entrepreneurs Drive Successful Outcomes

Trusted Fractional CFO and Strategic Business Partner

Scale Your Business Efficiently

 
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Raise Capital

Need to secure outside capital to grow the business?

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Build a Financial Model

Forecasting does not have to be stressful.

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Prepare for a Transaction

Are you ready to sell the business or expand through an acquisition?

 
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Upgrade Financial Processes

Improve the sophistication of your accounting and financial reporting.

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Create an Annual Plan

Align the entire team (employees and investors) behind your vision and build an annual plan.

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Work with a Business Coach

Access an experienced, strategic, business partner to bounce ideas off.

 
 

“A breath of fresh air in the midst of competing priorities and executional complexity.”

Ahmed Zedan, Co-founder and COO, Haute Hijab

 

What Clients Say

Adi was efficient in his ability to learn about our company and gather the necessary context in order to quickly begin adding value and being effective. He has a great ability to jump into the deepest details on the financials while also being able to zoom out and provide guidance on a strategic level. He has been a fantastic thought partner as we prepare for our next round of fundraising.
— Kourosh Zamanizadeh, COO, Time by Ping
Adi brought a strategic approach to updating our financial processes and was responsive to Minibar’s needs. He updated our chart of accounts to match those of a modern marketplace business and updated our financial model so that we were able to present a more thoughtful forecast with clear assumptions to our Board and potential investors.
— Lindsey Andrews, CEO, Minibar
Adi takes a no nonsense approach to his advisorship. It’s a breath of fresh air in the midst of competing priorities and executional complexity, he manages to cut through the noise to help you focus. He’s mentored us on board management, business planning, and setting strategic priorities just to name a few. He also participates in our weekly Leadership meetings and his feedback has been invaluable. It’s also important to note that Adi is incredibly flexible and focuses on your needs – an important trait when you’re constantly being asked to adhere to the needs of other stakeholders.
— Ahmed Zedan, Co-founder and COO, Haute Hijab
Adi is a stand up guy who delivered far above what we asked for and expected, and helped us with things we didn’t even know we needed - which is exactly why we needed him. We couldn’t have gotten where we did as a company without him, his expertise, and his advice. I wouldn’t hesitate to use him in the future again or recommend Adi to anyone requiring fractional CFO services or looking to get investment/funding or acquired.
— Eric Metzger, Co-founder and COO, cmdSecurity