Access resources to build stronger financial operations
Capital Providers and Partners
We can help you navigate and negotiate key financing transactions through our extensive network and long-standing relationships with banks, funds, lenders, advisors, and brokers.
Debt and Capitalization Strategy
We advise portfolio companies on debt transactions and broader capitalization strategy to help increase efficiencies and maximize outcomes. We also provide ongoing relevant capital markets updates and commentary on broader macroeconomic trends.
M&A and Sales Opportunities
We can help you navigate and source M&A opportunities in addition to facilitating introductions to financial institutions for sell-in opportunities.
We connect founders and leadership teams with leading legal, accounting, financial, and operating advisors globally for candid conversations and insights on business-critical needs.
Founder Community and Events
We help facilitate access to our portfolio community, Executive Summits, and online forums so finance teams across our portfolio can share resources and learnings as their businesses evolve and grow.
A Flexible Approach
We work as advisors and thought partners to leadership teams as they navigate everything from capital raising and M&A to debt transactions and financial operations best practices.
Finance & Capital Markets Team
Behind every amazing company is an amazing finance team. Ours shares their long-standing connections and knowledge of financial markets to help better position your business for success.
Former SVP at Silicon Valley Bank
Aidan LynchVP, Capital Markets
Wayne MarinoPartner, CFO
Alex GochalTax Director
Former CFO at HubSpot
John KinzerOperating Partner
Need advice beyond finance and capital markets? Our Executive Advisors bring high-caliber, specialized domain knowledge and one-on-one guidance and strategies to any growth issue you’re trying to tackle.