We build, automate & run finance departments.

Intelligence first. Automation second. Fully agentic when you're ready.

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Trusted by PE-backed portcos and growth-stage companies.

value creation
Finance function is mapped. Workflows documented.
diligence
Intelligence layer built. Institutional memory locked into system.
Systems wired. Controls established. Accounting foundation set.
investment
Agents run the close with human review & approval.
Automation coverage expands. Less manual work, more leverage.
optimized
AI-native finance department automated end-to-end.
EBITDA clean and defensible. CIM ready. Every process auditable.
exit

Most Finance Functions Haven't Changed. The Pressure Has.

Manual
Close

Siloed
Systems

Lagging
Reporting

Staffing
Bottlenecks

A Managed Finance Department. Intelligence First, Then Automation.

Intelligence That Stays in the System

Automation That Runs Workflows

Specialists Bridging the Gaps

From Agents to Experts, Full Coverage

Where specialists still matter, we bring them:

AI & Systems: Agent deployment, agentic automation, security setup, data management
Controller: Accounting operations, month-end close, compliance
FP&A: Forecasting, modeling, budget-to-actual
Controller: Accounting operations, compliance, month-end close
CFO-level strategy: Capital allocation, board prep, investor relations
Corporate Development: M&A execution, fundraising, rollup integration

The result? A finance department that runs, compounds, and gets smarter every day.

Kickoff In Three Phases

Intelligence
Sprint

Human-Assisted
Implementation

Fully Agentic
Execution

Results From The Work

Model to raise in 3 weeks
Month-end close time to 3 days
Due diligence completed
Board reporting automated

Full-Spectrum Sell-Side Support Yields Multiple LOIs in 90 Days

QuantFi prepared a Midwest industrial business for sale with investment-grade materials—delivering a full financial model, QOE support, and detailed CIM that drove a competitive M&A process.

3+
serious LOIs received within 90 days of outreach
+11%
Normalized EBITDA vs. management-reported
30+ page
CIM modeled after top-tier IB standards
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Financial Modeling & Capital Strategy for AI Co-Pilot Startup

QuantFi helped an early-stage AI startup sharpen its business model, optimize pricing, and build a capital raise narrative grounded in usage-based economics and investor-grade unit metrics.

<3 weeks
to build a full investor-grade model
5+
capital raise scenarios modeled
Token-based
pricing structure adopted pre-launch
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NetSuite Rollout Unlocks Cross-Border Visibility for CPG Brand

QuantFi led a NetSuite implementation for a high-growth CPG brand, enabling streamlined warehouse operations, real-time inventory tracking, and scalable cross-border workflows.

100%
SKU-level inventory visibility across both warehouses
3x
faster monthly close process
Zero
operational downtime during rollout
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Pricing Clarity Drives Profitability for D2C Wellness Brand

A detailed unit economics review enabled smarter pricing decisions, helping a fast-growing consumer brand boost margins, cut wasteful spend, and improve EBITDA within 90 days.

+15%
increase in gross margin on top-selling SKUs
-20%
reduction in spend on unprofitable customer segments
+20%
improvement in overall EBITDA margin within 90 days
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Scenario-Driven Modeling Supports Complex PE Carve-Out

QuantFi partnered with a PE sponsor on a carve-out from a global financial institution, delivering scenario-driven modeling to optimize structure, quantify risk, and drive investment conviction.

15+
capital structure variations evaluated in real time
3
fully modeled operating scenarios supported investment committee approval
2
week turnaround from LOI to fully dilligenced model
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Ready to build an AI-native finance department?

Start with a diagnostic. We'll map your stack, document your workflows, and scope Phase 1.

Book a Diagnostic