Executive-Level CFO Services, Accounting Management & SEC Capital Compliance
Institutional-grade financial leadership for growth-stage organizations. Powered by CPAs, CFAs, and Legal experts.
Real-time regulatory reporting and asset oversight for high-net-worth private equity clients.
Institutional-grade financial leadership for high-stakes capital environments.
Specialized Service Tiers
Our engagement model is designed to scale with your complexity. From foundational bookkeeping to complex SEC capital structuring.
View Service DetailsCFO Services
- Capital Structuring: PPM design and investor waterfall logic for PE/Real Estate funds.
- M&A Advisory: Buy-side and sell-side due diligence and financial modeling.
- Compliance: SEC Regulation D, 506(b) and 506(c) regulatory oversight.
Accounting Management
- Institutional Bookkeeping: Full-cycle accrual accounting managed by senior controllers.
- Treasury Management: Cash flow forecasting and multi-entity consolidation.
- Audit Readiness: Year-round preparation for GAAP-compliant external audits.
Capital Compliance Division
Regulation D 506(b)/(c) SEC Filings
SPV Structuring
Investor Documentation
Legal Oversight
Navigate SEC private placement exemptions with precision. Full preparation and filing of Form D for 506(b) and 506(c) offerings.
Practitioners, not merely advisors.
Years Combined Experience
Financial engineers who have navigated multi-billion dollar funds through complex SEC regulatory environments. We architect capital security with institutional precision.
CPAs
Senior-level accrual specialists focused on GAAP-compliant integrity for complex entity structures.
CFAs
Architects of capital modeling, valuation logic, and institutional waterfall distributions.
Legal Counsel
Regulatory gatekeepers ensuring every SPV and capital raise aligns with SEC Reg D mandates.
Senior Bookkeepers
The operational engine — meticulous execution of day-to-day accounting with institutional rigor.
Only the top 1% of financial engineers meet our debossed standard.
Sectors Served.
Precision-engineered financial frameworks for industries with institutional stakes.
Real Estate Development
Property Management
Renewable Energy
Technology
Business Management
Real Estate Development
Complex fund structures and investor reporting frameworks with seamless capital raise compliance.