Produce comprehensive financial plans on behalf of affiliated advisors across various financial domains.
Run detailed tax analyses including Roth conversion modeling and charitable giving scenarios.
Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies.
First Affirmative has been a pioneer in values-aligned investing since 1988 with over $1B in AUM. Now, as Formative, we’re entering our next chapter focused on growth for impact and strive to be the leading hub for values-aligned advisors.
Provide senior-level compliance consulting services to investment advisors.
Manage ongoing client relationships and deliver high-quality service.
Serve as a senior subject matter resource for consultants across the organization.
Comply is a leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Build stronger reporting, controls, and audit readiness.
Improve margins with the CEO, Board, and sponsor.
Urrly is a PE-backed global professional services company serving healthcare and life sciences clients. They help pharmaceutical, biotech, and scientific teams turn complex medical information into clear strategy, education, and communication programs.
Identify and cultivate relationships with borrowers to drive consistent deal flow.
Lead the full placement process: structuring capital stacks and negotiating term sheets.
Translate real-time capital markets conditions into actionable guidance for clients.
WelcomeLend is a rapidly growing middle market capital markets advisory firm. We combine experienced capital markets experts with technology to deliver efficient deal execution; they have closed over $3B in transactions and are growing quickly.
Serves as strategic leader responsible for end-to-end performance of Pathward’s energy portfolio.
Partners closely with senior leadership, credit, treasury, and external partners to drive disciplined origination.
Provides leadership across syndicated and non-syndicated transactions, including deal structuring and capital strategy.
Pathward is a financial empowerment company increasing financial availability, choice, and opportunity for all. They remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.
Connect small business owners with funding solutions nationwide.
Introduce owners to revenue-based funding for operations, growth, and more.
Earn commissions by sharing a referral website and assisting clients.
ASSIST Business Solutions transforms challenges into actionable systems, driving growth and clarifying vision. With a focus on simplifying operations and strengthening teams, they equip businesses across diverse sectors with the tools for sustainable success.
Own and scale a healthcare partner lending program
Match borrowers to the right lender categories and build lender panels.
Drive closed deals and funded volume, using data to prioritize opportunity.
Urrly is a seed-stage fintech company building partner-driven lending programs across healthcare and other business markets. They are a team of about 12 with revenue under $10M, operating with a capital-efficient model, and generally have 12-24 months of runway.
Research LPs, family offices, and institutional allocators.
Assist with deal intake and internal tracking.
Manage scheduling, logistics, and documentation for fundraising processes.
Decile Group is transforming venture capital into a force for good in the world. They are working to launch 10,000 next-generation venture capital firms by 2030 with an integrated platform for modern venture capital, spanning education, software, and fund operations.
Provide consulting services to small and midsize businesses.
Manage full-cycle accounting for multiple client accounts.
Perform financial analysis to identify trends and opportunities.
Kickstart Accounting Inc. aims to empower business owners by clarifying and instilling confidence in their financials. They foster a warm, collaborative, and mission-driven team environment dedicated to accessible and judgment-free financial clarity.
Handle a queue of loan applications, ensuring compliance with quality standards.
Receive inbound calls and initiate outbound calls to verify loan application details.
Resolve customer issues efficiently through phone, email, or fax communication channels.
Enova International is a leading financial technology company that provides online financial services through their AI and machine learning-powered Colossus™platform. They serve non-prime consumers and businesses alike, while offering world-class technology and services to traditional banks, with a values-driven organization at its core.