Get the CFO expertise your investors expect without the $300K price tag
We help venture-backed tech companies build financial systems that satisfy boards and prepare for their next milestone
The Day After Your Series A, Reality Hits Hard
Board meetings. Investor reporting. Audit requirements. Financial models that actually make sense.
You need sophisticated financial leadership, but hiring a full-time CFO would burn through your runway. Meanwhile, your investors are expecting institutional-grade financials yesterday.
We've walked this exact path with dozens of companies just like yours.
Why Fast-Growing Companies Choose Adventum
Proven Success: We’ve guided companies exactly like yours through Series A to Series B and beyond.
Flexible Engagement: No long-term contracts. Start with what you need now, expand as you grow.
Industry Expertise: Deep experience in tech means no learning curve—we understand your business from day one.
Investor Confidence: Your board will love our institutional-grade reporting and strategic insights.
Our Services
Built for your growth stage
Strategic CFO Leadership
- CFO-level expertise without the $300K+ commitment
- Board meeting preparation and investor relations
- Scalable financial leadership from seed to exit
Accounting-as-a-service
- Full-service bookkeeping and monthly financial close
- GAAP-compliant reporting for investor confidence
- Seamless integration with QuickBooks, NetSuite, etc.
Financial Planning & Analysis
- Rolling forecasts and scenario planning
- Budget vs. actual analysis with actionable insights
- KPI dashboards that track what matters to investors
Capital Raise Support
- Data room preparation and due diligence management
- Financial model creation and stress testing
- Investor deck narratives that actually close rounds
Audit & Tax Coordination
- Complete audit preparation and management
- Tax strategy and compliance oversight
- Board audit committee support and reporting
M&A Advisory Services
- Buy-side and sell-side transaction support
- Deal structure optimization and valuation analysis
- Post-merger integration planning
What Our Clients are Saying
Adventum stepped into an extremely challenging environment with misaligned stakeholders and helped us reach a successful outcome for all parties involved. The Adventum team provided strong leadership in managing the target company's finances and diligence leading up to this transaction.
Hubert Holmes
Ashok Kartham
Adventum helped us organize and structure our financials for the upcoming audit. Adventum now provided board representation and CFO leadership for our organization. We liked them so much, ultimately hired one of their people for the permanent finance leadership role.
Mike Hardy
Adventum was instrumental in helping us raise our first round of capital. They helped us maximize enterprise value and formed the financial launch pad to propel our organization forward.
Jorge Brea
Under their leadership, Adventum seamlessly moved our organization from cash basis to GAAP accounting and set the table for us to execute our first audit flawlessly. Adventum trained the financial team to help us maintain the highest level of financial standards moving forward.
Bart Knellinger
Adventum has been a great resource for us to recommend. They provide financial visibility for us as we invest and help entrepreneurs and business owners thoughtfully accelerate their organizations forward.
Robert Faber
With a seamless integration into our executive team, Adventum provided Interim CFO services at a critical time as we prepared ourselves to raise capital.
Allan Martin
One of our franchisees needed a financial rudder and Adventum filled that role perfectly. They recalibrated the investment structure, upgraded operations and management teams, and developed new stores providing outstanding leadership in a tough environment
Nick Reader
Financial and operations leadership were needed to build out the franchise side of our business. We were able to successfully raise the capital needed and execute on the plan all with the help of Adventum.
Tony Lockhart
As a startup, finding players that will do anything to help you move the ball forward can be tough, Adventum brought it’s multifaceted experience to help us raise capital but beyond that, they were willing to help fill in the blanks where needed in ops, customer service, etc.
Todd Belveal
Meet a few of our clients
Know the road ahead – let’s schedule a call, and get to business.
Throw us that curve ball or complex problem. The Adventum team stands ready to address your unique challenges, needs, and goals.