On-Demand CFO & Strategic Advisory Services

We help our clients build value through the inflection points in their business. Our core industry focus is on Consumer, Fintech, Hospitality, Impact Investing, Mobility, Real Estate, Retail, SaaS, Software, Tech and Travel, and we specialize in:

   OPERATIONS

Leading all financial activities of the Company and managing appropriate teams.

  • Financial planning and analysis; defining KPIs and preparing forecasts, budgets and operating plans; overseeing the monthly closing process; managing payroll, A/P and A/R; financial reporting and presentations to internal decision makers – Board of Directors and senior management.
  • Assisting the build-out of an internal sales team; forecasting, tracking and benchmarking revenue generation; drafting commission agreements.
  • Tax and audit support; legal support; strengthening corporate governance; developing employee handbooks; and securing insurance.
  • International expansion and go-to-market strategies.

   MARKETS

Assisting capital raising (equity + debt) and M&A processes.

  • Creating presentations, documentation, financial models, cap tables, and investor lists.

   STRATEGY

Formulating and executing on corporate development initiatives.

   COMMUNICATIONS

Managing external relationships with strategic partners, service providers and investment banks.

Neil provided our team with valuable insights throughout the diligence process, helping us effectively measure key historical trends and identify numerous growth opportunities at Webconnex.

Henry Heinerscheid

Partner, Greylion Capital

Tailored Partners
2022-03-04T20:46:24+00:00

Henry Heinerscheid

Partner, Greylion Capital

Neil provided our team with valuable insights throughout the diligence process, helping us effectively measure key historical trends and identify numerous growth opportunities at Webconnex.

Neil has a real gift. I’ve recruited him to own the financial modeling and analysis for several projects. He’s a great guy, very diligent and does great work.

Evan Loomis

Co-Founder, Saturn Five Studios

Co-Author, "Get Backed: Craft Your Story, Build the Perfect Pitch Deck, and Launch the Venture of Your Dreams"

Tailored Partners
2022-03-04T20:40:57+00:00

Evan Loomis

Co-Founder, Saturn Five Studios

Co-Author, "Get Backed: Craft Your Story, Build the Perfect Pitch Deck, and Launch the Venture of Your Dreams"

Neil has a real gift. I’ve recruited him to own the financial modeling and analysis for several projects. He’s a great guy, very diligent and does great work.

Neil has contributed to Autonomy Paris through our content brand, The Urban Mobility Weekly & Daily. His articles on e-scooters and valuing startups have been among the best read on the site which reaches an audience of 10,000 mobility professionals. In addition to his valuable content, Neil has spoken at our annual event Autonomy Paris and is someone we consult with often when we need practical advice on seemingly complex business problems.

Ross Douglas

Founder & CEO, Autonomy & The Urban Mobility Summit

Tailored Partners
2019-07-23T16:21:01+00:00

Ross Douglas

Founder & CEO, Autonomy & The Urban Mobility Summit

Neil has contributed to Autonomy Paris through our content brand, The Urban Mobility Weekly & Daily. His articles on e-scooters and valuing startups have been among the best read on the site which reaches an audience of 10,000 mobility professionals. In addition to his valuable content, Neil has spoken at our annual event Autonomy Paris and is someone we consult with often when we need practical advice on seemingly complex business problems.

Building a model isn't just about making the numbers work, it's about understanding how the business should work. Neil helped us communicate our business in a way that our investors could understand and evaluate.

Ibanga Umanah

CEO, Brave Venture Labs

Tailored Partners
2018-09-17T16:16:32+00:00

Ibanga Umanah

CEO, Brave Venture Labs

Building a model isn't just about making the numbers work, it's about understanding how the business should work. Neil helped us communicate our business in a way that our investors could understand and evaluate.

Working with Neil has been fantastic. As we’ve grown, he’s helped us create a financial model that takes the guesswork out of our business. Now that we have predictable modeling, we’re able to make smarter investment and hiring decisions. We decided to purchase a building this year, and Neil’s financial expertise was a backbone of the decision making process for us.

John Russell

Co-Founder, Webconnex

Tailored Partners
2018-10-05T19:16:52+00:00

John Russell

Co-Founder, Webconnex

Working with Neil has been fantastic. As we’ve grown, he’s helped us create a financial model that takes the guesswork out of our business. Now that we have predictable modeling, we’re able to make smarter investment and hiring decisions. We decided to purchase a building this year, and Neil’s financial expertise was a backbone of the decision making process for us.

Neil is a stand out professional! From his financial modeling and planning expertise to his well rounded global knowledge, experience and great personality, he consistently adds significant value to our team as CFO.

Levi Benkert

Co-Founder, Verdant Frontiers

Tailored Partners
2018-10-05T19:14:56+00:00

Levi Benkert

Co-Founder, Verdant Frontiers

Neil is a stand out professional! From his financial modeling and planning expertise to his well rounded global knowledge, experience and great personality, he consistently adds significant value to our team as CFO.

Neil did an excellent job navigating through a very challenging M&A/capital raise assignment while working for multiple other clients. I’ve had the opportunity to work with dozens of CFOs, both full-time and contract. Neil stood out for his ability and willingness to drive value for our mutual client while maintaining the integrity of the financials. He is also easy to get along with, even under the time constraints of multiple competing bidders. I would happily recommend him to anyone in need of an adult around the numbers.

Josh Moses

Managing Director, Vaquero Capital

Tailored Partners
2018-09-17T16:12:31+00:00

Josh Moses

Managing Director, Vaquero Capital

Neil did an excellent job navigating through a very challenging M&A/capital raise assignment while working for multiple other clients. I’ve had the opportunity to work with dozens of CFOs, both full-time and contract. Neil stood out for his ability and willingness to drive value for our mutual client while maintaining the integrity of the financials. He is also easy to get along with, even under the time constraints of multiple competing bidders. I would happily recommend him to anyone in need of an adult around the numbers.

Leadership

Neil Portus, CFA, CMA, CFP®

Managing Partner
Neil is a CFO & Advisor for growth companies and former equity analyst at Goldman Sachs in New York where he covered consumer-retail stocks and helped to lead Zipcar’s $1.1 billion IPO. Previously, he was an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank where he helped to lead 15 advisory & financing transactions totaling $1.3 billion. He built his operational skills as a startup founder and CFO of an East Africa-focused impact investment firm. He is a CFA charterholder, Certified Management Accountant, CERTIFIED FINANCIAL PLANNER® professional, received his MBA from the University of South Carolina and majored in music business at Middle Tennessee State University near Nashville.

Give Back

We donate 1% of sales to support mission-driven organizations.

* 2018: Equal Justice Initiative
* 2019: A House on Beekman
* 2020: The Bowery Mission
* 2021: Many Hopes
* 2022: Minds Matter NYC
* 2023: Charity Water