CLARITY · CONFIDENCE · CAPITAL STRATEGY
Financial Leadership that goes Beyond the Basics
For life science and technology companies navigating capital raises, complex transactions, and the financial demands of operating in, or preparing for, the public markets.
You don’t need another bookkeeper. You need critical thinkers and problem solvers.
We’re former industry operators who thrive on supporting companies through key financial inflection points
How We Can Help
Fractional CFO Services
Financial support for growing private and public companies
Fundraising Support & Preparation
Pitch with confidence
Technical Accounting
Let us take care of the tough stuff
M&A + Strategic Transactions
Transaction strategy and diligence
Systems & Automation
Tech stack guidance, implementation management, and workflow optimization
Public Company Support
Assistance in meeting the regulatory and financial demands of operating in the public markets
Stop operating in the dark. Get financial clarity.
Fractional CFO Services
Tailored for your business at each stage
Strategic CFO Foundation
Embedded CFO
Don’t get left in the Stone Age. Accelerate your close with automation.
Your operating environment needs CFO’s and their finance teams to engineer integrated organizational workflows to gain speed and efficiency.
We are excited about the intersection of finance and technology, are AI-fluent, and can recommend and implement systems to eliminate redundancies so you can scale faster.
Transparency from start to finish.
Getting Started is Simple
01
Discovery Call
We discuss your business, any challenges, and our approach.
02
Financial Assessment
A deep-dive audit of your current financial landscape — systems, processes, metrics, and opportunities.
03
Custom Engagement Plan
A tailored roadmap with clear deliverables, timelines, and KPIs aligned to your priorities.
04
Ongoing Partnership
Regular strategy sessions, check-in’s, and proactive guidance as your business evolves.
What People are Saying
Life Science Executive and Former Audit Committee Chair
In my role as Audit Committee Chair, I relied extensively on Kait’s financial leadership and judgment. She was consistently prepared and forward-looking, detail-oriented, and unwavering in her commitment to doing things the right way. Beyond her technical capabilities, she communicated effectively with management, auditors, and the Board, earning a high level of trust and credibility. It would be a pleasure to work with her again.
Interim Controller
I had the opportunity to work directly with Kait while serving as Interim Controller at Skye Bioscience, and she quickly impressed me as both a leader and a finance professional. Kait has an exceptional ability to see the forest through the trees—balancing strategic vision with a strong grasp of the details that drive execution. She is smart, decisive, collaborative, leads with integrity, and isn’t afraid to roll up her sleeves and dive into the details when needed. What I admire most about her leadership is her ability to navigate complex challenges while keeping the team focused, motivated, and moving forward. Kait inspires confidence in her team, peers, and stakeholders alike, and I would welcome the opportunity to work with her again.
Board member
As a Board Director fortunate enough to work with Kait as CFO, immediately notable was her support for the enterprise, mitigating risk by providing timely and unimpeachable financial details to the CEO and Board. However, what sets her apart was her proactive development of a strategic vision for the company and along with the CEO, taking the steps needed to achieve that vision.
Audit Committee Chair
I sit on multiple boards, and this budget deck is the best I’ve seen from all of my companies, great job on the presentation.