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 ConsumerHospitality, Impact Investing, Mobility, Retail, SaaS, Tech and Traveland 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 contract review and negotiation; 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.

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 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.

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
2018-09-17T16:12:31+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.

Leadership

Neil Portus, CFA, CMA

Managing Partner
Neil is Tailored Partners’ Managing Partner. He is a CFO/Advisor for growth companies and a former lead consumer, travel & hospitality equity analyst at Goldman Sachs in New York where he helped to lead numerous transactions including Zipcar’s $1.1 billion IPO. Previously, he was a lead equity analyst at Barclays Capital & Lehman Brothers and began his career at boutique investment bank Libra Securities where he helped to lead 15 advisory (M&A, bankruptcy, restructuring, fairness opinion & valuation analyses) and financing (high yield & mezzanine debt) transactions totaling $1.3 billion. He built his operational skills as a startup founder and CFO of an East Africa-focused impact investment firm and his international work experience spans from Europe to East Africa, Central America and Macau/Hong Kong. He is a CFA charterholder and a Certified Management Accountant and received his MBA from the University of South Carolina and BS in Recording Industry Management from Middle Tennessee State University. He lives in Brooklyn, New York, with his wife and is a member of Trinity Grace Church.

Give Back

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

* 2018: Equal Justice Initiative