Services
Our expertise in finance & business strategy
We provide comprehensive financial advisory, outsourced CFO services, and back-office support to help businesses optimize operations, secure capital, and scale efficiently.
Advisory Services
Capital Markets
We help businesses structure, evaluate, and optimize their capital strategies to attract investors and maximize financial growth.
- Structure Evaluation
- Cap Table Planning
- Investor Canvassing
- Fundraise Material Advice & Preparation
- Valuation Advisory & Negotiation
Mergers & Acquisitions (M&A)
Our M&A services are designed to help businesses navigate complex transactions with confidence.
- Market Canvas
- Target Identification
- Valuation Models
- Deal & Structure Planning
- Negotiations
Strategic Planning
We provide long-term business growth strategies backed by data-driven insights.
- Long-Term Strategic Planning
- Competitive Analysis
- Product Market Fit
Company Management & Fiduciary Services
We offer governance and fiduciary services to ensure compliance and proper oversight.
- Directorships
- Supervisory Roles
- Multi-Sig Management
Outsourced CFO Services
Financial Planning & Analysis (FP&A)
- Long-Term Financial Modeling
- Performance Reporting Integration
- Board Deck Templates
Tax Planning
- Group Structure Planning
- Global Tax Exposure Evaluation
Systems Planning & Integration
- Comprehensive Systems Planning & Integration
- ERP, HRIS, & Global Payroll Solutions
- CRM & Equity/Token Management
Other Back-Office Support
Accounting Services
- Bookkeeping
- Controllership
- FP&A Analysts
- US, UK & Other Tax Reporting
Legal Support
- Commercial Contract Review & Negotiation
HR Solutions
- Candidate Screening
- Onboarding
- Conflict Resolution
What People Are Saying
"As a three-year-old startup company with limited budget and large ambitions, it's important to make sure that we're responsibly building our financial and accounting capabilities in a professional yet cost efficient manner and Derek's been incredibly helpful in helping us to navigate the inevitable tradeoffs that are required. Derek brings a pragmatic approach to every discussion, treats his role with the seriousness and focus of a dedicated employee, and works seamlessly with the whole executive team. Derek continues to be a huge asset to our business."
Steve Martin, CEO, Shasta Cloud
"There is no more versatile, hard working or earnest senior executive than Derek O’Toole. A true one-man army, Derek effortlessly oversees core finance functions while simultaneously managing corporate development, fundraising, HR, operations, legal, investor relations, and on and on… all with exceptional skill and agility. Simply put, he is the Swiss Army knife of the C-suite. If you have the opportunity to add Derek to your team, don’t think twice."
Chris Drews, General Counsel
"Derek is an exceptional CFO with a rare ability to balance strategic finance and operational efficiencies. He has been an incredibly valuable asset in navigating complex financial decisions, deal structures and in driving operational efficiency. In addition he’s a quality addition to the C Suite, with an ability to bring teams together and foster relationships."
Raoul Pal, CEO & Co-Founder, Real Vision
"Derek was instrumental in guiding Provenance through complex strategic financial analysis and valuation during a critical growth phase. His deep expertise, clarity of thought, and practical advice brought confidence and precision to our decision-making. A trusted advisor and true professional."
Cara Hennessy, Co-Founder, Provenance Compliance
Get Started With A Free Consultation
From investment strategies, tax optimization, to estate planning, we offer bespoke solutions tailored to your unique circumstances.