IndustriesSoftware and technology
Software and technology
Strategic finance for high-growth technology companies
We help founders and finance teams plan, price, raise and report with the discipline investors expect, at every stage of growth.
Talk to us about your next round, pricing or a valuation.
Who we work with
From first raise to scale
Technology companies scale quickly, often ahead of their financial systems. The questions change with each stage, so we start with where you are.
Early-stage startups
Financial models, pricing, cap tables and share valuations, and the materials behind a raise.
Growth-stage companies
Forecasting, SaaS metrics, board reporting and the finance function a scaling company needs.
Investors and acquirers
An independent view of a company’s model and metrics, valuation, and diligence ahead of an investment or acquisition.
Decisions we support
The decisions technology companies bring to us
Each one links to the practice that handles it, so you can go from the question in front of you to how we answer it.
Raising your next round
The model, metrics and investor materials behind a raise, and the terms that come with it.
Valuation and cap table questions
Share valuations for option pricing, convertible notes and cap table modeling.
Pricing and packaging
Pricing models and tiers built on customer value and unit economics.
Finance leadership without a full-time CFO
Forecasting, reporting, board decks and investor updates from fractional CFO support.
Metrics that match the business
Tracking revenue, retention, acquisition cost and burn in a way your board and investors trust.
Acquisitions and exits
Buy-side and sell-side support, valuation and diligence through to close.
Our perspective
The numbers behind a round should be as well built as the product.
We track revenue, retention, acquisition cost and burn the way boards and investors expect, and keep the model, cap table and reporting ready for the next raise.
Insights
Related insights
Business Valuation409A vs. Canadian Fair Market Value: What Founders With Cross-Border Cap Tables Need to KnowSeptember 16, 2026
Corporate FinanceWhat Is a Fractional CFO? Cost, Benefits & When to HireMay 4, 2025
Venture CapitalWhat Is a 409A Valuation? A Simple Guide for Startup FoundersApril 29, 2025Selected work
See how our engagements come together
From financial models and valuations to capital raises and fractional CFO roles, our selected work shows the range of companies we serve and the decisions we help them make.
The firm
An independent firm, built around the work
Engagements are principal-led and staffed to the work, drawing on our network of legal, tax and audit partners where a scope requires it.
Many of our relationships continue well beyond the first mandate, as fractional controller or CFO, as research partner, or as adviser on the next raise or transaction.
Principal-ledSenior attention from scoping through delivery.
Hands-onInvolved from the first model through to execution.
For the long termOngoing roles as controller, CFO and research partner.
Questions
Questions technology companies ask us
Do you value shares for option grants?
Yes. We value common shares for option pricing, including companies with shareholders on both sides of the border. Our guide to 409A and Canadian fair market value explains how the two differ.
When should a startup bring in a fractional CFO?
Usually when fundraising, board reporting or cash planning starts taking founder time away from the product. Our guide to what a fractional CFO does covers the costs and benefits.
Do you only work with companies in British Columbia?
No. We are based in Vancouver and work with companies across Canada and internationally.
What does an engagement cost?
It depends on the scope. After a first conversation we send a written proposal with deliverables, timing and fees, so you know the cost before any work begins.
