Custom engagements provide targeted CFO support

Like a Swiss-Army Knife, we are a specific tool to help with a particular job.

Institutional Finance & OPs Audits

We do practice ODD, so you can remove easy "NOs" during fundraising.

Guided Interviews with GPs and Team

ODD focus is on process, policy, controls, and risk management

This Audit is a key step to building an institutional firm...a current state assessment.

Tactyc.io Fund Modeling Support

Tactyc has seen rapid adoption in the venture  fund manager community. It's a high-end tool, and we'll help you maximize your ROI.

We can quickly audit your set up and give you a diagnostic

We can train your team how to manage a model

We can coach GPs and help them scenario plan - the actual point of Tactyc!

TL;DR we help you get set up and actually use the tool to make decisions.

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FAQs

Find answers to commonly asked questions about our Custom Engagements.

How Does the Annual Mgmt Co & Fund Budget package work?
How Does the Tactyc Fundraising Package work?
What kinds of special projects are currently supporting?