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Partnering with the
best and brighest.
Attivo develops long-term relationships with our clients to provide the highest quality thought leadership and execution at each stage of your company’s life cycle.
Our Clients
From seed stage startups developing a business model to later-stage companies looking to scale, Attivo’s partnership with you is built to scale, delivering services that drive growth and evolve alongside your business.
spotlight
“Attivo’s expertise, diligence, and speed helped us achieve the impossible.”
— Min-Kyu Jung, CEO
— “Attivo’s expertise, diligence, and speed helped us achieve the impossible.”
Min-Kyu Jung, CEO
As an AI-powered SaaS company, Ivo needed an FP&A partner who understood the complexities and potential of our business. Ivo is poised to rapidly scale, and Attivo helped us chart a course for how we can achieve 5X ARR growth by rethinking our pricing strategy, customer mix, and developing a hiring plan to support this growth.
In 90 days, their team built a financial model from scratch and offered actionable scenario analyses that highlighted where challenges and opportunities lie within the business. This gave investors confidence in our growth plans– ultimately helping Ivo successfully close our Series A.
Post-fundraise, we’ve expanded Attivo’s support to include operational accounting. Their thorough, expert approach to financial reporting ensures we’ll have the data and insight needed to keep making the best decisions possible to grow and expand Ivo’s impact.
“Attivo’s expertise, diligence, and speed helped us achieve the impossible.”
— Ann Crady Weiss, CEO & Co-Founder
— We needed a finance leader that could manage rapid growth.
Ann Crady Weiss, CEO & Co-Founder
As a rapidly growing eCommerce company with revenue increasing by more than 10x to many tens of millions in revenue during the past three years, we needed a finance leader that could manage rapid growth. Attivo built our financial model to manage multiple channels of distribution then working with our internal team used the model to reduce our gross margin, manage inventory turns, and raise debt to support working capital. Through this process, we greatly improved our use of invested capital and our ability to see into the future. I have total confidence in Attivo and recommend them to any rapidly growing company looking for a partner in accounting and finance.
“Attivo’s professionalism has improved our business dramatically.”
— Michael Villardo, Co-Founder & CEO
— Attivo’s professionalism has improved our business dramatically.
Michael Villardo, CEO
“Working with Attivo has been a game-changer. Their professionalism and insight have made a massive impact—not only by helping us cut costs and tighten up our forecasting but also by becoming key collaborators in our long-term strategy. Their vendor-by-vendor cash forecasting has made it easy to keep our priorities on point and communicate clearly with our board.
I’ve learned so much from them already and only wish we had teamed up sooner. Can’t wait to see what we build together in the quarters ahead.”
“Attivo has been instrumental in setting Uniqode up for success.”
— Chase Wright, Head of Finance
— Attivo has been instrumental in setting Uniqode up for success.
Chase Wright, Head of Finance
Over the past 15 months, Attivo Partners has been instrumental in setting us up for success. From navigating sales tax to leading us through our first financial audit and everything in between, they’ve allowed me to focus on big, growth-driven decisions without ever second-guessing their work.
Attivo’s communication is top-notch, their expertise is unmatched, and they’ve been true partners every step of the way.
I genuinely can’t imagine working without them! Huge hats off to the Attivo team. Thank you for everything!
“Throughout our engagement Attivo provided leadership from start-up to scale then through M&A.”
— Guy Marion, CEO
— Throughout our engagement Attivo provided leadership from start-up to scale then through M&A.
Guy Marion, CEO
We began working with Attivo just as we received our seed funding. They implemented our accounting tech stack as well as the policies and procedures that created the foundation for our financial data.
Through the monthly reporting and analyses, we understood the execution behind our numbers and gave our investors confidence that we were 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 our business and play a critical role in fundraising.
Attivo supported us through several rounds of equity and debt financing raising. They built financial models that provided insights into our business and demonstrated our growth trajectory to investors. During fundraising, Attivo managed the financial aspects of due diligence so the Brightback management team could focus on scaling the business.
And when we signed a letter of intent for acquisition, Attivo’s financial modeling helped us to communicate how our products opened new sales channels for our acquirer thus expanding their market reach and topline revenue.
I will recommend Attivo to founders that want to focus on building their business.
“Attivo has played a key role in guiding us through any technical accounting topics and ensuring that the work his team delivers meets the highest standards.”
— Matthieu Bertho, Director of Finance
— Attivo has played a key role in guiding us through any technical accounting topics and ensuring that the work his team delivers meets the highest standards.
Matthieu Bertho, Director of Finance
Attivo has been our trusted partner since the incorporation of our company. Their team brings exceptional expertise in all aspects of accounting, and what truly sets them apart is their deep understanding of the finance tech stack—both modern platforms and legacy systems.
They’ve been incredibly flexible, adapting seamlessly to our own style and requirements. We genuinely enjoy working with them and look forward to continuing our partnership as we scale
“Our Attivo team gave us structure and confidence in our numbers. The model they built helped us plan better and navigate M&A with real clarity and speed.”
— Ethan Rosenblum, COO
— Our Attivo team gave us structure and confidence in our numbers. The model they built helped us plan better and navigate M&A with real clarity and speed.
Ethan Rosenblum, COO
As a growing SaaS company, Onaroll needed to build a scalable financial structure: cleaner books, a model that reflected how our business works, and clear reporting for our board and investors.
Our Attivo team built a financial model that helped us plan with confidence, uplevel our accounting, and raised the quality of our financials across the board. He introduced the financial frameworks and KPI discipline we needed to operate like a more mature SaaS business — benchmarking our performance, managing runway, and translating data into clear strategic decisions.
When M&A opportunities came up, Attivo became an extension of our team — helping us navigate multiple deal paths, coordinate diligence, and kept the momentum of the M&A process moving forward. Attivo was steady, responsive, and engaged when it mattered most.
Attivo brought experience and calm at a time when we were learning fast. We’re grateful for the partnership and the outcome.
“With Attivo’s support, we streamlined operations and sharpened our insights.”
— Max Constant, Founding CEO
— With Attivo’s support, we streamlined operations and sharpened our insights.
Max Constant, Founding CEO
Terminal Industries combines software, hardware, and services into a single, integrated platform for logistics management. From day one, we knew our financial infrastructure needed to support complexity and scale with us as we grew.
Attivo stepped in early to help us build the accounting and financial foundation on which Terminal Industries operates. They designed a revenue recognition framework that could handle our bundled contracts across software, hardware, and professional services, all in compliance with ASC 606. They implemented cost of sales and inventory tracking tied directly to the structure of our business model and ensured assets were capitalized properly at deployment. Through their analysis, we gained a clear understanding of our gross margin.
With Attivo, we are building a finance team that can grow with our business, helping us with investor reporting and giving us a clear picture of our operations.
“Attivo helped us make confident decisions about where the company needed to go to unlock value.”
— Christina Lopes, CEO
— Attivo helped us make confident decisions about where the company needed to go to unlock value.
Christina Lopes, CEO
“As FidoCure navigated a major value unlock—from a pet precision medicine platform to a therapeutics company —Attivo provided the strategic CFO partnership we needed.
Attivo helped us evaluate the economics of our precision medicine data acquisition business, rethink our business model, and make confident decisions about where the company needed to go to unlock value in the assets that were generated.
Throughout this transition, Attivo has supported our fundraising efforts — building the forecasts and diligence materials required for investor conversations. What’s been most valuable is the depth of true CFO-level insight: runway management, business model assessment, and clear strategic direction without the cost of a full-time hire. After several years working together, Attivo remains a steady, trusted partner as we develop our first therapeutic offerings and scale into this next chapter.”
“Attivo was invaluable to us while we were going through our acquisition. We could not have done it without Attivo’s support.”
— Zack Urlocker, CEO
— Attivo was invaluable to us while we were going through our acquisition. We could not have done it without Attivo’s support.
Zack Urlocker, CEO
“Attivo was the best partner we could imagine for providing financial guidance to Gatsby.
They were there at every step of the journey, whether it was securing funding, annual planning, establishing a line of credit, and ultimately helping us sell the Company.”
All of our clients
Powering the world’s most ambitious revenue teams with GTM Superintelligence
The future of air support
AI-powered Fresh Operating System built for grocery retailers
Enabling the discovery of next-generation therapeutic antibodies
Capture consumer demand and streamline supply
ObGyn care that takes you and your health seriously
Better Communication. Less Litigation.
Futureproof your Blockchain
Supercharging scientific exchange
Expanding the druggable proteome to drug intrinsically disordered proteins
Rewriting the rules of medicine
Supercharging clinicians with AI superpowers
Helping pioneers in the technology industry get a U.S. visa fast
Building the future of knowledge work with AI
Creating the future of TV with genAI
Developing novel long-acting therapeutics targeting chronic cardiometabolic diseases
Executive risk insurance & the tools needed to avoid using it
Technology for better surgery
Salesforce payments simplified
Automatically save on energy costs and live more sustainably
On-chain music creation platform
Electrifying the cold chain
Eliminate toil
Developing novel therapies for multiple sclerosis
Helping clinical teams to modernize the RTSM
Drive growth with unified marketing data
3D generative AI
Innovating at the Intersection of AI, Human Behavior, and Organizational Psychology
Combining web2 experiences with web3 infrastructure to expand possibilities for businesses and their customers
Your leading authority on all things fun
Payments accelerated
One solution for all things QR
Advanced autonomy for the built world
Every AI for Everyone
AI-powered outbound recruiting platform for teams
Accelerating biologics design and development with AI/ML
VR immersion with next gen optics
enterprise-level crypto accounting solution
specializing in generative AI image models
The next great hospitality technology platform
Bringing Information integrity to the digital media landscape
Receipt processing for consumer purchase behavior
AI Marketing Suite for Brands
Exercise for better aging
Building the GrowthIQ Platform to accelerate scale and path to profitability for startups
Automated customer retention for subscription businesses
Game Studio
Visually build on your tech stack
A game party on your phone
Bioelectronic medical device for chronic disease
Process Orchestration for end-to-end automation
Alternate investment data, unlocked
Build in Bold New Ways
Redefining banking
Creating a new standard for heart valve treatment
leading the next-generation of precision drugs
The world’s most intuitive customer success platform
How AI Uses Money
Precision Drug Development and Personalized Therapy Biosimulation