About OpsFi

Built by the people who did this work at the biggest firms,
now they just do it better and faster.

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The best financial advice has always gone to the largest companies. We built OpsFi to change that. Senior practitioners. Institutional standards. Built for the businesses that need it most.

The Problem We Solve

Small and medium businesses
have always deserved
better than they got.

The world's leading advisory firms do exceptional work. They also charge fees that put them out of reach for the businesses that arguably need them most — the growing company preparing for its first institutional raise, the founder approaching a once-in-a-lifetime exit, the fund manager building efficient and lean operational infrastructure.

OpsFi was founded to close the gap. We take the analytical rigor, the professional standards and the depth of experience of a Big 4 firm and deliver it at a scale, speed and a reasonable price point that works for small and medium businesses. We are not a cheaper version of something else. We are the right thing, built for this market.

🇺🇸

United States

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United Kingdom

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South Africa

How We Work

State of the Art Tools.
Human Judgment Where It Matters.

We deploy the most advanced AI tools available to increase speed, reduce cost and sharpen analysis. But the judgment — the interpretation, the recommendation, the call — is always ours.

AI-Augmented Analysis

We use frontier AI models to accelerate data processing, document review and preliminary analysis — compressing timelines without compromising depth.

Faster. Not Reckless.

Technology accelerates the work. It does not replace the practitioner. Every output is reviewed, interrogated and signed off by a senior professional who owns the result.

Expert Judgment Reserved

The interpretation, the risk assessment, the recommendation to a board or investment committee — these require judgment that only comes from experience. That is not automated. That is us.

What We Stand For

Our Principles

Senior Delivery

Every client engagement is led by a senior practitioner. Work is not delegated to juniors to learn on the job at your expense.

Precision Over Volume

We take on fewer clients than we could. That is deliberate. Every engagement receives the full attention it deserves.

Institutional Standards

The quality of our work is measured against what a credit committee, investment committee or board would demand — not what passes a standard audit.

Honest Commercial Alignment

Our interests are aligned with yours. We charge for work delivered, not time spent managing a relationship. No inflated teams, no unnecessary scope.

Regional Depth

We deeply understand the regulatory context, the capital markets and the business culture of the United States, United Kingdom and South Africa.

Built for the Future

From digital asset accounting to AI-native financial reporting, we invest in the capabilities today that our clients will need tomorrow.

The Team

The Lead Team

Frank Lin 🇬🇧

Frank Lin

CFA · CA(SA) · CPA

Head of Advisory

Chartered Financial Analyst and ex-Deloitte Chartered Accountant with a computer science background. 9+ years spanning audit, asset management, data analytics, tokenomics and digital forensics across financial services and technology.

View on LinkedIn → Greg Tomaselli 🇺🇸

Greg Tomaselli

CA(SA)

Co-Founder & CEO

Ex-Deloitte Chartered Accountant with 10+ years of experience across M&A, corporate finance, restructuring and venture funding. Holds strong relationships with leading investors and lenders.

View on LinkedIn → Edward Hatfield 🇬🇧

Edward Hatfield

ACCA

Director & CFO

Highly experienced CFO with 15+ years in the role across private equity-backed businesses and private lending institutions. Has led finance functions of 100+ people and brings board-level financial leadership to every engagement.

View on LinkedIn → Sol Ferreira 🇿🇦

Sol Ferreira

CA(SA)

Head of Operations

Ex-KPMG Chartered Accountant with 7+ years of experience across technology, telecoms and e-commerce. Oversees OpsFi's operational delivery, finance function and client reporting infrastructure.

View on LinkedIn → Lauren Son 🇿🇦

Lauren Son

CA(SA)

Head of Accounting

Ex-EY Chartered Accountant with 7+ years of deep technical accounting expertise. Lauren leads OpsFi's accounting team, bringing precision and rigour to every client's books — from month-end close and management accounts through to audit preparation and financial systems design.

View on LinkedIn → David Grieve 🇿🇦

David Grieve

CA(SA)

Transaction Services Lead

Ex-Deloitte Chartered Accountant with 8+ years of audit and financial advisory experience. David leads OpsFi's Transaction Services team, bringing deep technical rigour to financial due diligence, valuations and deal-critical analysis.

View on LinkedIn →

Where We Operate

Three Regions. One Standard.

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United States

New York · Charlotte · Austin · San Francisco

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United Kingdom

London · Manchester

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South Africa

Cape Town · Johannesburg

Work With Us

If you need senior financial expertise, you are in the right place.

Get In Touch →