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Offers (1)

Existing and new customers
Complimentary Consultation
FREE

We will review your accounting operations and make recommendations for improvements. This will include reviewing your accounting tech stack, chart of accounts, and management reporting. Our experience with over 300 clients gives us insight into accounting systems processes that are most effective. We look forward to speaking with you.

Pre seed
$1,000
Up To

Basic Info

Attivo Partners is a full-service outsourced CFO and accounting firm focused on the unique requirements of venture-backed companies. We help founders and management teams raise capital, build business models, tackle day-to-day finance, accounting, and payroll needs, operationalize for scale, and achieve successful exits. We bring extensive experience and innovative thinking to every engagement and we customize our support to our client’s individual needs and concerns. We work hard to build trust every day through a team that is driven to deliver quality services through a collaborative approach.

Depending on your needs, Attivo can manage:

  • Strategic CFO Services: Stakeholder Reporting, Financial Modeling, Scenario Analysis, Board Support
  • Management Reporting: Financial Statements, Cash Forecast, Budget to Actuals, Key Metrics
  • Day to Day Accounting: Transaction Processing, Payroll, Month Close Processes, Policies and Systems Accounting, Expense Reimbursement, Accounts Payable, Revenue
  • Compliance: Income Tax, Regulatory Filings
  • Human Resources Support: On-Boarding, Benefits Analysis
  • Other: Business Insurance, Cap Table Management

Our team of over 130 professionals support more than 300 venture-backed companies. We engage with a dedicated team with the intention of building for scale.

Why work with us

We focus on the unique requirements of venture-backed companies ensuring that your financial data is accurate and reliable so that your management team can make decisions. We support our client's investor reporting requirements as well as audits.

We differentiate Attivo through our engagement model which provides you with an assigned team and our expectation is to have our team feel like a seamless part of your organization. That way when questions arise, you always know who to contact.

Other points of differentiation include our focus on the client first, firm second, and our commitment to training and developing our team members which leads to better support for our clients. We emphasize professional collaboration among our team members so that when you work with Attivo, you get the knowledge and experience of our entire organization behind you.

Clients (26)

Netlify

Internet Software & Services

Routable

Internet Software & Services

Raid Base

Anyscale

Brochure

Video

Company focus

Services

HR and Payroll Services
Accounts, Financing and Taxation
Banking
Insurance

Industries

Biotechnology
Computer Games
Computer Software
Consumer Goods
Fund-Raising
Insurance
Medical Devices
Accounting
Financial Services
Aviation & Aerospace
Computer & Network Security
Defense & Space
E-learning
Hospitality
Industrial Automation
Information Technology and Services
Logistics and Supply Chain
Outsourcing/Offshoring
Pharmaceuticals
Telecommunications
Venture Capital & Private Equity

Projects or Case studies (7)

Attivo provided financial leadership from start-up to scale then through M&A

Attivo provided financial leadership from start-up to scale then through M&A

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Brightback began working with Attivo just as they received seed funding. Our team implemented Brightback's accounting tech stack as well as the policies and procedures that create the foundation for their financial data. Monthly reporting and analyses gave Brightback's investors confidence that the company was accurately tracking financial performance. As a company with an SMB SaaS model, revenue recognition and SaaS metrics are an integral part of understanding the unit economics of the business and play a critical role in fundraising. Attivo supported Brightback through several rounds of equity and debt by buliding financial models that provided insights into the business and demonstrated the company's growth trajectory to investors. When Brightback signed a letter of intent for acquisition, Attivo's financial modeling helped the company communicate how their products opened new sales channels for their acquirer thus expanding their market reach and topline revenue.

"We wanted confidence in our finance function, and Attivo has provided that.”

"We wanted confidence in our finance function, and Attivo has provided that.”

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“We started working with Attivo right after we closed the first tranche of our Series A financing. We needed to build an accounting and finance infrastructure that we could be confident in, with consistent reporting, trusted financial statements and clean reconciliations. “Attivo gave us the time and attention needed to make sure our numbers were right. Their team has built multiple models for financial planning. Our monthly forecast model lets us see right away when our actuals and budget aren’t lining up. Our scenario models help us consider questions such as what would it take to achieve profitability, or what would our growth look like as we add new products and services. “Attivo also provides a monthly presentation to our management team which helps free up my time since I no longer need to be involved in many of the day-to-day finance decisions. We wanted confidence in our finance function, and Attivo has provided that.” Jeremy Bluvol, CEO

"Attivo has the most credible CFOs we have ever worked with"

"Attivo has the most credible CFOs we have ever worked with"

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“Helpshift has grown quickly. We retained Attivo to elevate the role of Finance and Accounting to support hyper-growth. With Attivo’s guidance, we have quickly architected a talent strategy, developed processes and controls, designed financial infrastructure, and built an analytical foundation to support a data-driven culture. Most importantly, we have financial leadership at the executive level that actively engages in the development of Helpshift and works as a true part of our team. Simply put, Attivo has the most credible CFOs we have ever worked with and they are preparing us for the next phase of our company.” Eric Vermillion, President

Attention to Detail and Clear Communication

Attention to Detail and Clear Communication

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“My favorite things about working with Attivo are their attention to detail and clear communication with myself and my team. Working with Attivo has streamlined our accounting and tax practices, ensuring we’re always on top of our to-dos and are doing so in a compliant fashion. Moreover, we’ve established such a wonderful communication loop with the Attivo team. Knowing when to loop them into our internal conversations, and how we can best ask for help made our lives at Routable a breeze.”