Financial leadership for the next generation of agriculture and food.
Strategic CFO and COO partnership for AgTech founders, FoodTech innovators, and premium food brands building for the global stage.
Reserve a Consultation See How We Work TogetherThis work is judged the same way your business is — on results, not promises.
Strategy that doesn’t survive contact with a balance sheet isn’t strategy. Here’s what that looks like in practice.
A family-owned Turkish olive oil producer, selling for generations into commodity markets, is being repositioned to compete at the world’s most demanding stage — international competitions including the NYIOOC World Olive Oil Competition, MOOOIC, and the London Olive Oil Competition.
The work isn’t cosmetic. It means rebuilding the cost structure, margin model, and capital plan behind the brand — building the kind of financial architecture that international buyers and competition judges take seriously, not just consumers.
The moments that call for this kind of financial partnership.
You don’t need a full-time CFO. You need the right partner at the right moment. That moment usually looks like one of these.
- You’re raising capital — grant, SBA, angel, or institutional — and don’t yet have the financial story to back it up.
- Revenue is growing, but margin isn’t — and you can’t tell exactly where it’s leaking.
- You’re moving from commodity production into a premium, branded product and need the cost structure and pricing power to support it.
- You’re heading into due diligence, an acquisition, or an ownership transition, and your numbers aren’t ready for scrutiny.
- You need a financial partner who understands operations — not just an accountant who reports on them after the fact.
On the record about operational finance in AgTech and startups.
Speaking this year on operational finance in AgTech and food systems — from the operator’s side, and from the Angel and venture investor’s side.
Building the financial architecture that lets AgTech and FoodTech founders survive institutional due diligence and scale with discipline.
What Angel and venture investors are actually underwriting when they fund agriculture and food technology — and where most operators fall short.
A strategic partner — not your bookkeeper, and not your CPA.
Operational finance leadership combines the discipline of a CFO with the hands-on judgment of a COO — built for founders who need both.
The Financial Side
Capital strategy, investor and lender readiness, KPI architecture — the financial infrastructure institutional capital actually examines.
The Operational Side
Operations management judgment applied to the financial plan — capacity, supply chain, and execution constraints made explicit, not assumed away.
Three levels of ongoing partnership — each building on the one before it.
Building the Foundation
- A financial model built around how your business actually runs — not a generic template
- Clear visibility into where performance is tracking against plan, and why
- A real view of your downside risk and upside potential, before you're surprised by either
- Operational metrics that tell you what's actually driving the business, not vanity numbers
- Monthly CFO strategy call (90 min) to keep decisions grounded in the numbers
- Email advisory support between calls
Capital-Active & Scaling
- Everything in Advisory
- Real-time visibility into your cash position, 13 weeks out — no more guessing
- A financial story that holds up in front of lenders, investors, and grant reviewers
- Board and ownership reporting that builds confidence instead of raising questions
- Strategic ad hoc analysis when a new decision needs answers fast (up to 5 hrs/mo)
- Bi-weekly CFO calls (60 min each)
Embedded Finance Leadership
- Everything in Growth
- A full capital strategy built to defend your valuation and protect founder equity
- Investor and lender materials built to survive institutional cross-examination
- M&A financial support and diligence preparation that holds up under scrutiny
- Compensation planning and benchmarking aligned to enterprise value
- Pricing, margin, and cost structure strategy built to defend your position
- Weekly CFO calls plus on-call availability when decisions can’t wait
- Optional board advisory appointment
Not every need fits a monthly retainer. Some moments call for focused, scoped work tied to a specific transaction, decision, or capital event.
Bridging the Gap to a Fundable Story
For companies actively pursuing financing — whether a bank line, SBA loan, USDA program, private equity, or a formal equity raise. This work bridges the gap between a strong operation and a fundable financial story.
Discuss a Capital RaiseBuilt Before You Need It, Not After
A structured, investor-ready data room built before an investor or lender ever asks for one. If you're scrambling to assemble documents after the request comes in, you've already lost the narrative.
- Full diligence document architecture and organization
- Financial and operational documentation prepared to institutional standard
- A system built to eliminate transaction friction when it matters most
Know What You Actually Make — and Where You Lose It
For founders who don’t yet know their true margin per unit, per SKU, or per harvest cycle — and can’t make confident pricing, production, or fundraising decisions without it. Particularly valuable for seasonal production cycles where cash gets tied up for months before a product reaches the customer.
- True cost per unit, fully loaded — not just ingredients, but labor, overhead, and carrying costs most founders miss
- Where cash gets trapped between paying for inputs and getting paid by customers
- Whether your pricing reflects your premium positioning, or quietly subsidizes it
Not sure which path fits?
Every engagement starts with a conversation, not a checkout cart. Let’s talk through where your business is, and where it needs to go.
Reserve a Consultation