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Investor-grade finance for the companies you back.
Founder’s Accounting™ gives your portfolio companies a complete outsourced finance department, with clean books, clear KPIs and exit readiness, at a cost-efficient structure that scales with each company.
Great founders. Unreliable numbers.
Portfolio companies often grow faster than their finance function. Books close late, KPIs are defined differently from one month to the next, and forecasts live in the founder’s head.
For investors, that means board meetings spent questioning the numbers instead of discussing strategy, follow-on decisions made on incomplete information, and diligence problems that surface just before a raise or an exit.
What it costs you
Late, inconsistent reporting
Monthly numbers arrive too late, or change after they’re shared.
KPIs you can’t compare
Metrics defined differently across companies and quarters.
Diligence risk
Issues surface when a raise, a sale or an audit is already underway.
Founder distraction
Leaders spend time on finance operations instead of growth.
A complete finance department for each portfolio company.
Each company gets a dedicated, managed team, from a bookkeeper to a fractional CFO in Tier 3, working from one documented process. You get consistent, investor-grade reporting, and founders get a partner who speaks the language VCs, private equity firms and family offices understand.
Every tier aims to close month, quarter and year-end books within 10 business days. Explore the three tiers or fundraising support for Tier 3 companies.
At a glance
- Who we work with Venture capital, private equity and family offices
- Company stages Pre-Series A through growth stage, $1M to $100M in revenue
- Reporting Consistent across your portfolio, closed within 10 business days
- Fees on raises None; we take no success fees or commissions
Built for how you invest.
Venture capital portfolios
Ensure your portfolio companies have investor-grade finance, clear KPIs and exit readiness, with a cost-efficient structure. Suited to pre-Series A, Series A and B, and growth-stage companies.
Private equity portfolios
Drive operational excellence and value creation across small and mid-sized portfolio companies with proven finance infrastructure.
Family offices
Professional finance operations for the founder teams you back, or the operating companies you manage, with transparency into their growth trajectory.
What VCs, private equity and family offices want to see.
Sophisticated investors look past the pitch to the numbers: last year’s profitability, a focused growth plan and a clearly articulated exit strategy. Our teams help founders show all three.
Financial discipline
Clean books, accurate KPIs and real forecasting capability.
Scalability
Systems that support growth without breaking down.
Strong metrics
Dashboards that show performance and trajectory.
Exit readiness
Preparation for capital raises, due diligence and audits.
Credible partners
A finance team that brings expertise, not just compliance.
How we work with each portfolio company.
One documented process, so reporting is consistent across your portfolio.
01
Assessment
A comprehensive financial health check and readiness evaluation.
02
Cleanup & correction
We fix historical issues and reconcile accounts to set an accurate baseline.
03
Team deployment
A dedicated finance team, sized to the company’s tier, gets to work.
04
SOPs & workflows
Consistent procedures, from following theirs in Tier 1 to integrating ours in Tier 3.
05
Systems integration
From their existing tools to a fully integrated ERP in Tier 3.
Three tiers for companies at every stage.
Tier 1: Managed bookkeeping & FP&A team
Founders who need clean, current books, basic forecasting and one reliable point of contact.
- Founder’s Bookkeeper (full-time)
- Founder’s FP&A Analyst (part-time, up to 10 hours per week)
- Relationship Manager (part-time)
- Works within your SOPs & tech stack
- Month, quarter & year-end close in 10 business days
Tier 2: Controller-led finance team
Growing companies that need full accounting operations, payroll and controller-level oversight.
- Founder’s Bookkeeper (full-time)
- Accounts Payable, Receivable & Payroll Clerk (full-time)
- Founder’s FP&A Analyst (full-time)
- Fractional Controller (up to 10 hours per week)
- SOP & tech stack review
- Month, quarter & year-end close in 10 business days
Tier 3: CFO-led finance department
Companies scaling fast, raising capital or preparing for an exit that need executive financial leadership.
- Everything in Tier 2
- Custom specialist (full-time)
- Fractional CFO (up to 10 hours per week)
- Our SOPs & tech stack, integrated with yours
- Month, quarter & year-end close in 10 business days
*Compared with hiring equivalent in-house roles, including salaries, bonuses, benefits, payroll taxes, recruiting and staffing firm fees. Based on Founder’s Accounting’s cost comparison; actual savings vary by company and role.
The deliverables behind the clarity.
Full-cycle treasury management
Cash management, banking relationships and liquidity planning.
Real-time KPI dashboards
Live metrics and performance indicators you can see anytime.
Accurate financial reporting
Monthly financials that investors and boards can trust.
Growth forecasting
Forward-looking models for scaling decisions and scenario planning.
Tax planning support
Proactive strategy, coordinated with your CPA, to preserve capital.
Exit readiness
Positioning for capital raises, acquisitions and transformational exits.
Built by founders. Held to a higher standard.
Founder-led
Founded by Jon Peyton, a serial entrepreneur who built the firm to solve the finance problems his own clients faced.
Credentialed team
Team members hold MBA, CFP®, CPA, CPM, CPMM and EA credentials.
The Founder’s Way™
One documented process for every client, so your books, forecasts and reporting always tell one consistent story.
Security & compliance
Encryption, controlled access, confidentiality agreements and vetted technology at every step.
Your financial data, protected at every step.
Encryption
Your financial data is encrypted in transit and at rest.
Controlled access
Role-based access, multi-factor authentication and access removed the moment it’s no longer needed.
Bank account safeguards
Only authorized team members are given bank access, and only with your approval.
Confidentiality
Every team member is bound by confidentiality agreements.
Compliance-focused processes
Documented procedures, separation of duties and clear audit trails.
Vetted technology
Our own tech stack follows strict security protocols, and every platform we use, or that connects to your systems, is held to the same high standards.
Questions? Answers.
Can you support several of our portfolio companies?
Yes. Each company gets its own dedicated team and tier, working from the same process, so reporting is consistent across your portfolio.
Who is the point of contact for each company?
Each team is led by a Relationship Manager (Tier 1), a Fractional Controller (Tier 2) or a Fractional CFO (Tier 3), who works directly with the founder and coordinates with the company’s CPA.
Do you take fees on capital raises or transactions?
No. Founder’s Accounting™ does not take a fee or commission on any capital raise or transaction. Fundraising support is billed hourly for time beyond your allocated 10 hours per week. Any business broker, capital allocator or investment banker works under their own separate agreement with your company.
How do you protect our portfolio companies’ data?
Security is built into how we work. Your financial data is encrypted in transit and at rest, access is limited to the people who need it and protected with multi-factor authentication, and every team member is bound by confidentiality agreements. Bank account access is granted only to authorized team members, only with your approval, and removed as soon as it’s no longer needed. Every platform we use, and every tool that connects to your systems, is held to high security standards.
Still have a question?
*Compared with hiring equivalent in-house roles, including salaries, bonuses, benefits, payroll taxes, recruiting and staffing firm fees. Based on Founder’s Accounting’s cost comparison; actual savings vary by company and role.
Give your portfolio investor-grade finance.
Talk with our team: +1 888 348 8573