Summit Cove Partners was built on a single belief: founder-led businesses deserve CFO-quality financial leadership, regardless of their current size.
Our partners have held CFO and VP Finance roles at companies through every stage — from seed through Series C and beyond. We've sat in the chair, managed the close, faced the board, and navigated the stress of a down round.
We founded Summit Cove because we saw talented founders struggle with financial complexity simply because they couldn't yet justify a full-time CFO. We close that gap with senior-level advisory that scales with your business.
We align entirely with the founder's perspective. Our loyalty is to your vision and your shareholders — not to a parent company or private equity mandate.
Cash flow, profitability, and sustainable growth come before optics. We help you build a business with real financial substance, not just top-line momentum.
Every engagement is structured so that your business is ready for the next raise, the next acquisition conversation, or the next strategic partnership at any time.
Former CFO of Meridian Logistics ($180M ARR). 22 years in corporate finance, private equity, and founder advisory. Stanford MBA.
Ex-Director at Bridgewater Capital. Structured $800M+ in debt and equity transactions across SaaS, manufacturing, and professional services.
Former VP Finance at two portfolio companies post-Series B. Built FP&A functions at scale from Series A through exit. CPA, Kellogg MBA.
We've guided companies from $2M to $80M ARR. Let us bring that experience to your next chapter.
Schedule a Consultation