Local depth for Bay Area founders and operators.
Agile financial modeling, funding advisory, and fractional CFO support for venture-backed startups and growing Bay Area SMBs.
Bay Area Startups and SMBs.
We are based in Santa Clara, and we work with Bay Area founders the way an in-house finance leader would, close to the business, on a weekly cadence, and ready to step into the room with investors, lenders, and the board.
- Investor-grade financial models and diligence-ready reporting
- California payroll, equity, and sales-tax complexity
- QSBS qualification and 409A coordination for early-stage cap tables
- Stage transitions: pre-revenue to revenue, Seed to Series A, A to B
The engagement, in three layers.
Startup-grade accounting
Accrual close on a startup cadence, Brex/Ramp/Stripe/Mercury integration, equity and SaaS metric tracking, and clean books that survive investor diligence.
Funding & runway
Capital-raise support across SAFEs, priced rounds, venture debt, and SBA. Three-statement models with cohort and unit-economics views and clear runway sensitivities.
Fractional CFO partnership
Board prep, investor reporting, hiring-plan finance, and capital-event quarterbacking, a senior partner in the room on the cadence your stage needs.
Where we typically start.
Accounting & Bookkeeping
Modern, cloud-based accounting that closes on time, reconciles to the dollar, and produces statements you and your investors trust.
Learn MoreSMB Funding Advisory
Debt, SBA, and equity readiness work that gets SMBs in front of the right lenders and investors with credible numbers.
Learn MoreFractional CFO Services
A senior CFO embedded in your business part-time, owning forecasting, capital, and the financial conversations the founder shouldn't have to lead alone.
Learn More
Schedule a Private Consultation.
Talk to Prabal directly about your situation. No sales pitch, and what you share stays confidential.
Schedule a Private Consultation