A small senior team with finance and data analysis at its core

The firm is led by an operator with more than 15 years across FP&A, financial modeling, data analysis, sales operations, and revenue operations. That career started in corporate finance at a global media company, reporting to the VP of Finance and the CFO. Sitting that close to the numbers raised a simple question: where do they come from? The answer was almost always a system someone in operations had built.

From there the work moved into the systems themselves: in-house RevOps at high-growth SaaS companies, then consulting delivery for B2B clients on Salesforce and HubSpot. That path is why we treat the CRM and the P&L as one problem, not two.

It also shapes how we work. Recommendations come with the analysis behind them: models you can open, assumptions written down, and numbers that tie back to the source data.

Every engagement has a senior lead from start to finish. When a project needs more hands or a specific skill, we bring in specialists we've worked with before, not whoever happens to be available.

Along the way we've built reusable tooling for the problems that come up at every company: deduplication pipelines, matching and enrichment waterfalls, and AI agents that handle the repetitive parts of RevOps work. Clients get the benefit of that tooling instead of paying for it to be built from scratch.

We're based in Long Beach, California, and work with teams anywhere.