Method

We offer C-level financial, strategic, and execution support to mission-driven leaders innovating across human and planet health. Among all offering types your company will benefit from our high-touch entrepreneur-in-residence approach.

Fractional or Interim CFO/COO

Your dedicated senior partner for all financial and strategic aspects of the business. The breadth of this role ranges based on client company stage of growth, existing team, and goals. This role often comes with a profitability and/or growth mandate that we are responsible for vetting and then crafting a plan to help execute, followed by leadership in the execution and accountability.

Project based

This engagement type is designed for companies that have a specific project, or set of projects, they want managed by a seasoned expert. Project based is also utilized by later stage companies that have a core team in place but have some short-term capacity or skill constraints they are looking to bridge with an outside partner.

A few example projects include, but are not limited to: monthly financial performance analysis and reforecasting, analysis of alternative paths to growth and the associated financial trade-offs, acquisition target analysis, funding alternatives exploration, integration of an acquisition, and multi-year business model strategic evaluations.

Advisory

Whether you are a solo founder seeking supplemental strategic support or a co-founder team building towards your ideal in-house finance and operations support, advisory maybe the right solution for you. Advisory is the lightest touch, lowest cost solution we provide to leverage a seasoned professional for strategic decision making and goal attainment support.

FAQs

  • Having spent time on the investing and operating sides of the table we are uniquely suited to anticipate needs of internal and external stakeholders. We proactively collaborate with entrepreneurs to identify and mitigate risk areas before they become barriers to growth and progress.

    Our unwavering commitment to excellence and outcomes are by far superior to other providers. Our offerings are grounded in financially strong decision making with respect for the entire ecosystem of stakeholders, not just investors and financial returns. Above all else, we take a uniquely long-term approach to company building and value creation. Among other implications, this means societal impact, employee and planet wellbeing are a consideration along with financial returns.

    As a high touch solution, we spend significant time upfront getting to know you, your team, goals, vision and values to determine fit. We only take on projects when we can offer a high degree of leverage for your company in a cost-effective manner. In any circumstances where junior resources or firms are warranted and a better financial choice, we will refer you out.

    We believe in climate stewardship and the imperative of improved healthcare outcomes and access for all segments of society. In order to achieve this we are not shy about tapping our networks to help our clients with funding or operating hurdles.

    Upon project completion, we ensure proper handoff to the designated internal stakeholder(s) and will remain a resource both to the founder(s) and internal stakeholder(s). Post project completion we strive to continue adding value over the life of your company in the form of partnership introductions that lead to additional revenue and/or partnerships, expansion opportunities, talent introductions as your hiring needs evolve, etc.

  • Submit an inquiry form. All new client engagements begin with an initial assessment call to evaluate fit and needs. This is completely free of charge.

  • We offer best-in-class outcomes at competitive prices. All of our engagements are structured around desired outcomes and key milestones, and our payments align with accomplishment of these markers of success. We opted for this structure as it is true to our mission of accelerating scale and impact.

    In select cases we structure contracts for equity or a mix of cash and equity.

  • No! We work with companies pre and post fundraise, as well as entrepreneurs growing their companies organically, with minimal or no outside capital. No matter how you choose to fund your business, if you are seeking to create disruptive solutions in healthcare, sustainability, economic mobility, or an adjacent industry we want to help! Submit an inquiry form here.

  • While we often help with pitch deck materials, sizing of a raise, hiring plans, financial forecasts, investment narratives, and a 5-year plans with key milestones, we do not market the fundraise to investors. It is not in a founder’s best interest to outsource the fundraise. In fact, anyone that suggest doing this on your behalf is doing you a disservice. Investors shy away from founders who look to outsource their capital raising too early in the process of company maturity. As founder(s) you will need to sell your vision and mission to countless investors, strategic partners, employees, senior leaders in your industry, etc. so you are best served by developing this muscle sooner than later.

  • Please reach out to us by email: info@thethrivery.co

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