We install the financial, capital, and operating infrastructure venture-stage companies need to reach institutional readiness. The work is grounded in a single principle: structure compounds, commentary does not.
Most engagements run in this sequence over the first 90 days, then settle into an ongoing operating rhythm tied to the company's capital trajectory.
Two weeks inside the business. We map financial constraints, operating friction, and capital exposure. We surface what is structurally true, not just what is reported.
Forecasting, capital structure, and executive systems designed to the standard institutional investors expect. Not slides. The underlying infrastructure.
We integrate into leadership cadence and board reporting rhythm. Decision-grade information delivered on a predictable cycle the company can run on.
Once the company is institutionally ready, we position it for capital aligned by thesis, stage, and structure. Strategic matching, not brokered introductions. We support the round through close and the transition that follows.
Oh Ventures OS is the proprietary infrastructure layer the firm runs on. It replaces fragmented tools (spreadsheets, Notion pages, scattered CRMs) with one connected system covering financial modeling, cash, capital structure, strategy, and execution.
It is not a SaaS product. It is the delivery infrastructure that makes embedded execution scalable, consistent, and investor-grade across every client we work with.
Forward-looking financial truth. Driver-based modeling and forward cash, owned by us and updated on the operating cadence.
Investor-grade capital infrastructure. Round math, ownership scenarios, and the materials institutional diligence runs on.
Operating rhythm and accountability. Strategy held in the same system as the numbers, reviewed on the same cadence.
A single dashboard across active engagements. Capital position, runway, and the metrics that drive every board conversation, surfaced in one place.
Oh Ventures OS is the infrastructure layer that sits between a founder's vision and institutional capital.
Founder-led companies operate on tight capital and tighter timelines. Engagement structure is built around those constraints.
Six months is the baseline because installing real operating infrastructure takes a full quarter to stand up and a second quarter to run on. Most engagements continue open-ended, structured around the company's capital trajectory.
Structured around timing. Pre-revenue or pre-raise companies may defer cash, take a portion in equity, or run a hybrid model that converts on close. The structure follows what the company actually has to deploy.
Most engagements continue as ongoing operating leadership. When the company brings in a full-time CFO, we transition the system, train the successor, and stay engaged at board cadence as long as it serves the company.
Every engagement produces installed structure you keep, independent of how long we work together.
If the answer to your question is not here, the answer is on a 30-minute call.
Six months minimum, open-ended after. Six is the baseline because installing real operating infrastructure takes a full quarter to stand up and a second quarter to run on. Most engagements continue past that point, structured around the company's capital trajectory.
All three are common. Pre-revenue or pre-raise companies may defer a portion of cash, take equity, or run a hybrid model that converts on close. The structure follows what the company actually has to deploy. Equity participation is tied to the advisory engagement itself, not to specific investor introductions.
No. A fractional CFO operates above the close, not inside it. The bookkeeper continues to own transaction recording, reconciliation, and the monthly close. We own capital strategy, financial modeling, cap table architecture, board reporting, and operating cadence. The two functions sit in different layers.
Yes, on the architecture and execution side. We build the financial model, the data room, the investor narrative, and the cap table strategy. We map target investors by thesis, stage, and structure fit, and support diligence through close. We do not act as a broker-dealer, do not solicit securities transactions, and do not receive compensation tied to capital placement.
We work with companies across the US and Canada. Our current portfolio spans Florida, Toronto, Los Angeles, San Francisco, and Pittsburgh. The work is remote-first with structured operating cadence regardless of geography.
Most engagements begin within two to four weeks of a first conversation. The first two weeks are diagnostic. If a company is mid-raise or operating in a compressed window, we can accelerate that timeline.
Tell us. If product-market fit is the constraint, hiring a CFO is the wrong move. The right answer might be a short, scoped project (financial model build, data room cleanup, capital narrative) instead of a full retainer. A 30-minute conversation usually surfaces which one fits.
Oh Ventures OS is our internal operating platform. It is not a SaaS product you license. It is the infrastructure we run every engagement on, so financial modeling, cap table architecture, cash forecasting, and reporting cadence are all consistent and investor-grade across clients. The system is the firm's delivery infrastructure, not a tool you maintain.
If structure, capital, or operating cadence is the constraint, a short conversation will tell us both whether there is fit.
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