IndustriesVenture capital
Venture capital
A bridge between capital and operations
We work with venture investors and their portfolio companies to bring structure to the financials, clarity to the boardroom and discipline to growth.
Talk to us about a valuation, diligence or portfolio reporting.
Who we work with
Support on both sides of the table
Venture returns depend on execution. When portfolio companies outgrow their systems, reporting breaks down and information gaps open between founders and investors. We work on both sides to close them.
Venture funds
Valuation of portfolio holdings, diligence support on new investments, and consistent reporting across the portfolio.
Portfolio companies
Financial models, forecasting, board reporting and fractional CFO support as the company scales.
Angel groups and family offices
An independent view of a company’s model, valuation and terms ahead of an investment.
Decisions we support
The decisions venture investors 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.
Valuing portfolio holdings
Independent valuations for fund reporting, secondaries and follow-on rounds.
Diligence on a new investment
Testing a company’s model, metrics and assumptions before you commit.
Board-ready reporting
Consistent financial reporting and KPIs across portfolio companies, so boards see the same picture.
Fractional CFO support for founders
Forecasting, cash planning and investor updates for portfolio companies not yet ready for a full-time CFO.
Preparing for the next round
The model, metrics and materials a company needs before it goes back to market.
Exits and acquisitions
Sell-side preparation, valuation and diligence support through to close.
Our perspective
Founders and investors should be looking at the same numbers.
We bring consistent reporting and KPIs to portfolio companies and independent valuations to the fund, so boards see the same picture the investors do.
Insights
Related insights
Business Valuation409A vs. Canadian Fair Market Value: What Founders With Cross-Border Cap Tables Need to KnowSeptember 16, 2026
Venture CapitalTop 10 Most Active Venture Capital Firms in Vancouver (2025)July 10, 2025
Venture CapitalHow to Attract Strategic Investors: A Guide for Raising CapitalMay 13, 2025Selected work
See how our engagements come together
From valuations and board reporting to capital raises and exits, 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 venture investors ask us
Do you work directly with portfolio companies?
Yes. We work alongside founders on models, reporting and finance functions, and keep investors informed in a consistent format.
Can you value early-stage holdings?
Yes. We value early-stage companies for fund reporting, secondaries and option pricing, using methods suited to companies with limited operating history.
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.
Capabilities
Related capabilities
Business valuation
Private equity services
Finance and strategy integration
Fractional CFO
Capital raising
Mergers and acquisitionsAlso for founders and investors: Capital raising in Vancouver
