Services
You may have already found that even with all the new platforms and tools available, someone’s time and focus is still required to implement key administrative elements.
Some of our services include:
People Operations
Put in place a payroll system and controls. Issue standard Employee Offer and Consulting Agreement forms. Develop an employee and consultant onboarding process and materials. Establish a benchmarked comp structure and benefits plan. Develop clear policies and procedures and support an engaged culture. Build a performance management process.
Financial Functions
​
Establish routine bookkeeping and regular financial reporting. Set up and manage company cap table and equity incentive program. Coordinate tax return preparation and other required filings. Document financial policies and procedures. If you already have an accounting team in place, we will work with them to ensure processes are running smoothly.
Investor Closing
​
Maintain a well organized and compliant corporate record. Provide data room coordination. Prepare projections, financial reports and pro forma cap table. Respond to diligence requests.
Contracting Protocols
​
Provide a cost-conscious approach to working with your legal counsel. Issue routine company agreements. Help develop standard contract terms and forms. Establish an efficient contract review and negotiation process.
Meet the Team
Lisa Brughera
Financial & Business Process Lead
Lisa is a highly versatile program and project manager with demonstrated experience building all aspects of the administrative function. Most recently, she was Director of Finance and Administration for a rapidly growing start-up in the automotive driving space. There Lisa instituted all functions from establishing the company’s facilities to wrapping up the finances after acquisition. In between she defined and built out all finance, people operations, and general administrative functions. Prior to that, she spent 5 years growing Sound Start and supporting a range of small businesses. She also spent 10 years as a Project Manager and Department Head developing affordable multifamily housing.
Meeta Patel
Sr. General Administrator
Meeta’s experience includes close to six years in accounting at a small start-up doing accounts receivable, full cycle accounts payable, general accounting and month end close. Most recently, she worked in a large public company as part of the financial planning and analysis team.