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Your dedicated finance
and accounting team.

Earning your trust everyday.

Attivo delivers value to our clients by offering comprehensive accounting and strategic finance services. Attivo’s management reports deliver candid and actionable insights all focused on your business growth and success.

Our Services

Attivo provides services tailored to each company’s stage – from launch through scale.

By stage
Launch

Employee On-Boarding

Payroll & Benefits

Accounting Systems

Financial Statements

Vendor Payments

Cap Table Management

Compliance Filings

Cash Runway

Product-market fit

Business Modeling and Forecasting

Management Reporting

KPIs, Dashboards, and Metrics

Board Reporting

Billings and Collections

Accounting Policies

International Accounting

GAAP Accounting

Venture Debt

Go-to-market

Bank Relationships

Fundraising

Technical Reporting

Growth Capital Funding

Revenue Recognition

Unit Economic Analysis

Sales Tax

Scale

Audit Relationships & Support

Acquisition Due Diligence

Asset Based Lending

ERP

On-going Team Structure

Financial Recruiting

M&A Due Diligence

By department
Launch

Employee On-Boarding

Payroll & Benefits

Accounting Systems

Financial Statements

Vendor Payments

Cap Table Management

Compliance Filings

Cash Runway

Product-market fit

Business Modeling and Forecasting

Management Reporting

KPIs, Dashboards, and Metrics

Board Reporting

Billings and Collections

Accounting Policies

International Accounting

GAAP Accounting

Venture Debt

Go-to-market

Bank Relationships

Fundraising

Technical Reporting

Growth Capital Funding

Revenue Recognition

Unit Economic Analysis

Sales Tax

Scale

Audit Relationships & Support

Acquisition Due Diligence

Asset Based Lending

ERP

On-going Team Structure

Financial Recruiting

M&A Due Diligence

Attivo
Alchemists

We believe that a prerequisite for success involves surrounding yourself with the right people. That’s why we created Attivo Alchemists, a network of high-caliber experts, advisors, and partners that help supercharge business growth. Alchemists are hand-selected for their deep subject matter expertise, and deliver the same rigor and quality of service you can expect from Attivo.

Adam Johnson

Mitigating risk via insurance

Adam is the SVP, Venture Capital Practice Leader for Newfront Insurance. Since opening his first Silicon Valley office in 2009, Adam has become recognized for his expertise in insuring Venture Capital and Private Equity Funds, along with their Portfolio Companies. He can help you prepare your company for the unexpected. He specializes in insurance products for the venture community, including Directors & Officers Liability, Technology Errors & Omissions, Cyber Liability, as well as M&A and Transactional Risk. His solutions will give you peace of mind that what matters most to your business is covered.

Mitigating risk via insurance

Alan Black

Raising late stage capital

Alan Black is the Founder and Managing Partner at Surfspray Capital. Surfspray provides investment capital, strategic, and financial advisory services to late-stage private technology businesses preparing to transition from private to public companies. Alan has served as CFO of Zendesk, and CFO of Openwave Systems, and took both companies public. He was CEO of Intelliden, a company he successfully sold to IBM in 2010. His client list includes Bill.com, Looker, HashiCorp, and others.

Raising late stage capital

Kristen Hayer

Optimizing customer success

Kristen Hayer is an expert in optimizing Customer Success teams. She is the founder and CEO of the Success League, a consulting firm that helps growing businesses plan, build, and scale their customer success teams. In her view, Customer Success is a metrics-driven, data-gathering, customer delight machine that reverses churn and expands revenue. Kristen also hosts a podcast, “Strikedeck Radio: Customer Success Live”, where she has conversations with Customer Success leaders and influencers.

Optimizing customer success

Nathan Gold

Captivating your audience

Nathan is a master at creating a compelling pitch. As a pitch coach, Nathan can use his magic to help founders develop a pitch that won’t be forgotten. Nathan coaches at dozens of accelerators and incubators around the world. He is an Industry Fellow at UC Berkeley and Hong Kong Baptist University, and a guest lecturer at Wharton Entrepreneurship. He is featured on The Kauffman Founders School website in a video series called Powerful Presentations and Mastering Q&A.

Captivating your audience

TJ Macke

Capturing the Promise of Modern Sales

As SVP of Strategy at Sapper Consulting TJ oversees the firm’s Go-to-Market efforts focusing on professional services and partnerships. With over 1200 clients, Sapper is a trusted resource for lead generation, sales development, and sales technology consulting. Their mission is to help companies capture the promise of modern sales through people, process and consistent experimentation. In addition, TJ is the operating partner of Sales Source, a consulting firm specializing in Account Based Sales Development for Enterprise B2B companies.

Capturing the promise of modern sales

TK Kader

Making SaaS CEOs unstoppable

TK Kader is an entrepreneur, international best-selling author, and angel investor. He believes that you can achieve anything through belief, discipline and an unstoppable strategy. He founded Unstoppable as an advisory firm to help SaaS Founders build scalable Go-To-Market machines. Over 150+ SaaS Founders work with TK to reduce execution risk and scale faster using his 15+ years of experience in building, scaling and exiting SaaS businesses through his SaaS Go-To-Market program.

Making SaaS CEOs unstoppable

Technology and
service partners

Attivo’s partners are market leading solutions that automate and extend our accounting operations. Our clients benefit from our preferred partner discounts and from the speed and efficiency of trusted point solutions.

gusto
stripe
Carta
Brex
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Intuit Quickbooks
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