Claire Harper
Founding partner
Former CFO of two venture-backed SaaS companies. Has led raises from seed to Series C.
- Background
- CPA, 18 years in finance
- Experience
- Ex-CFO, two SaaS companies
- Education
- UT Austin McCombs MBA
Team
We’ve sat in the CFO chair.
Our partners have run finance at venture-backed startups, public companies and family businesses. Behind them is a team of six analysts and controllers.
Marcus Webb
Partner
Twelve years in investment banking and FP&A. Builds the models investors actually read.
- Background
- Former VP, investment banking
- Experience
- FP&A lead at a public retailer
- Education
- CFA charterholder
Dana Ortiz
Partner
Controller turned CFO for consumer and healthcare companies. Loves a clean month-end close.
- Background
- CPA, former Big Four audit
- Experience
- Controller, consumer brands
- Education
- Healthcare finance
Samuel Okoye
Senior director
Runs our reporting practice: dashboards, board packs and the systems behind them.
- Background
- Finance systems and reporting
- Experience
- Former head of FP&A, fintech
- Education
- Rice University
The office
Downtown Austin, and on Zoom.
We meet Austin clients in person every month and work with companies across Texas and the US remotely.
Free intro call
Thirty minutes, no pitch deck needed.
Tell us where the business is and what keeps you up at night. We’ll tell you honestly whether we can help.
Book your call- A partner joins every intro call
- A written summary within two days
- Mutual NDA on request
- No obligation, ever