The consulting branch of Fresh Start Financial

Build a financial foundation that carries the whole business.

Foundation Strategies partners with founders and finance leaders to design the systems, forecasts, and capital structure your next stage of growth depends on.

+32% savedin the first year
Your Money OutlookOn track
0
Emergency fund
0
To debt-free
Debt-freeon track for 2028
Trusted by teams across
NorthlineVireo HealthCedar & Co.Halcyon LabsMeridian
How we work

A foundation, laid in four stages.

Our engagements follow a proven path — clarity first, then structure, then momentum you can sustain without us.

01

Diagnose

A deep read of your financials, systems, and goals to find where the foundation is thin.

02

Design

A tailored roadmap — models, controls, and capital plan — mapped to your real constraints.

03

Build

We implement alongside your team, standing up the systems and reporting that stick.

04

Sustain

Handover, training, and an ongoing cadence so your team owns it long after we leave.

Meet the bench

The consultants behind your foundation.

Senior operators and former bankers who have sat in your seat. Browse the catalog and we'll pair you with the right lead for your stage and goals.

DR Dana ReyesManaging Partner

Leads capital strategy and investor readiness for founders raising Series A through C.

FP&AFundraising
Ex-Goldman Sachs · 14 yrs
MB Marcus BellFractional CFO

Steps in as senior financial leadership — board prep, close, and hiring your first finance team.

CapitalM&A
Ex-Stripe Finance · 12 yrs
PN Priya NairDirector, FP&A

Builds driver-based models and rolling forecasts that give teams a clear line of sight on cash.

ForecastingSaaS Metrics
Ex-Snowflake · 10 yrs
JO Julian OrtegaRisk & Controls Lead

Stands up spend policies, reporting cadence, and the guardrails that scale with headcount.

ControlsCompliance
Ex-Deloitte · 15 yrs
SC Sofia ChenSystems & Automation

Modernizes the finance stack so billing, close, and reporting are trustworthy and always on time.

NetSuiteAutomation
Ex-NetSuite · 9 yrs
AW Andre WallaceM&A & Diligence

Runs buy- and sell-side workstreams — quality of earnings, valuation, and clean deal closes.

ValuationDue Diligence
Ex-Lazard · 13 yrs
Not sure who you need?

Tell us your stage and goals — we'll match you with the right lead within 24 hours.

Get matched
Student Consulting

Coaching from student consultants.

Affordable 1:1 sessions with sharp finance students who’ve been in your shoes — a friendly, low-cost way to get started with your money.

Let's lay the foundation together.

Book a free 30-minute consultation. We'll pressure-test where you are and show you exactly where we'd start.