Technology Partners
M&A Advisory · Transaction Services · Fractional CFO · Funds
Our Pedigree
Built by practitioners from the world's leading advisory and
professional services firms. Delivered with boutique precision.
Teams based in and serving
OpsFi partners with founders, CFOs and investment managers who need more than a spreadsheet. Senior-led. Precise. Built for ultimate capital decisions.
What We Do
M&A Advisory
End-to-end transaction support — from deal origination through to close.
Transaction Services
Rigorous financial analysis and modeling to support every stage of a transaction.
Fractional CFO
Senior finance leadership and board-ready reporting — without the full-time overhead.
Funds
Specialist fund services across accounting, modeling and valuation — built for fund managers.
Hover each card to explore — or reach out to discuss your mandate.
Our Approach
Discovery
We understand your business, objectives and the specific decisions at hand.
Scoping
A clearly defined mandate, agreed upfront. Precise deliverables, fixed scope, no surprises.
Execution
Senior-led delivery. Models and analysis built to withstand board rooms, data rooms and investor scrutiny.
Who We Serve
Private Equity & M&A
Deal analysis, due diligence and portfolio reporting for PE-backed transactions.
Investment Managers & Family Offices
LP/GP structures, portfolio analytics and performance reporting.
Private Credit & Lenders
Pre-lend financial due diligence, fund modeling, waterfall structures and credit analysis for private lending vehicles.
Founder-Led Businesses
Financial clarity and M&A readiness for founders approaching their first major transaction.
Technology & SaaS
Growth modeling, unit economics and fundraising materials for high-growth technology businesses.
Digital Assets & Crypto Specialist
On-chain accounting, tokenomics and digital asset compliance. Explore our digital assets practice →
Technology Partners
Boutique financial advisory for ultimate capital decisions.
