What’s the difference between Capital Growth and Startup CFO?

Capital Growth is designed for scaling businesses — multi‑entity, investor‑facing, and preparing for raises. Startup CFO focuses on early‑stage clarity and cleanup.

Do you support Series A and beyond?

Yes. We support businesses from pre‑revenue through Series B and multi‑entity growth. Our systems scale with you.

Is this a long‑term commitment?

Capital Growth engagements typically run 3–6 months. Many clients continue on a quarterly or monthly cadence as their business scales.

Growth & Capital

Strategic Financial Infrastructure for Scaling Businesses

When your business starts growing faster than your systems, it’s time for a financial upgrade. Lattice Group helps founders and operators build investor‑ready financials, model growth scenarios, and structure for long‑term scale — all led by a licensed CPA with deep experience in finance and strategy.

Whether you're preparing for a raise, expanding into new entities, or simply trying to make sense of your margins, we deliver clarity, confidence, and control.

Common Growth Challenges

Unit economics unclear or inconsistent
No reliable forecast for hiring, expansion, or burn
Multi‑entity complexity without clean consolidation
Investor conversations without credible financials

Our Solution: Financial Strategy That Scales

At Lattice Group, we build the systems and insights that support capital raises, strategic hires, and multi‑entity growth. You’ll receive clean monthly financials, a rolling forecast, and a strategic roadmap that connects operations, taxes, and investor expectations.

Every engagement begins with a short Diagnostic and ends with a prioritized 30‑ to 90‑day action plan tailored to your growth goals.