CLOs on the Move


 
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Boston Startup CFO

Providing part-time CFO services and back office Finance solutions. We specialize in startups and early stage companies. Our truly transformative approach to Finance provides expertise and flexibility, all at a fraction of the cost of traditional Finance. Our Vision is to change the way business thinks about Finance. Your time and startup capital is precious. We enable startups to do what they do best, as we seamlessly manage all things Finance. Only pay for services you need, and only when you need them. Our fees are billed hourly, and your annual cost is far less than a salary for an average full-time Controller. We also provide the capability to outsource the entire Finance function (or segments of it) to meet your needs. Our cloud-based transaction center and experts are located here in the US. Gain access to dedicated experts in Accounting & Payroll, and also HR & Benefits. Our integrated cloud-based systems include NetSuite, Bill.com, Expensify, and DropBox. Affordable part-time CFOs ready to chat about making your startup more profitable, planning for growth, funding readiness, and helping strapped companies manage cash. Can chat about all things Finance Typical CFO Deliverables: Fundraising Preparation - business plan reviews, pitch decks, funding options Cash Flow Management - burn rates, runway, forecasting Business Strategy - growth / scaling your business, financial modeling Project & Profitability analysis Reporting & Analytics Insurance & Risk Management Stock / Equity Compensation Control & Governance Back Office Finance: Setup or transfer of accounting data onto NetSuite Payroll - paperwork & employee on-boarding HR / Benefits - setup plans for healthcare, insurance, 401K Get a free consultation today!

Reliable Controls

Reliable Controls manufactures simple, flexible, sustainable building automation solutions that balance comfort and efficiency while reducing greenhouse gas emissions in buildings around the world. Our goal to help others achieve their goals begins by listening. We hear the World Green Building Councils call to businesses, organizations, cities, states, and regions to reach net-zero operation by 2050. The next 30 years are critical. In the world of building automation systems, that means you want products that are built responsibly and built to last. Reliable Controls technology is backward compatible, better by design, and supported by responsible recycling. Install our controllers now, and they will thrive for decades. Thats a sustainable return on investment. This dedication to multigenerational success is unique to our brand and reflects our pledge to sustainability. Its with purpose that we refer to our lineup of controllers or sensors as a family; each generation adds value, and nothing is rendered obsolete. We also take great pride in creating a healthy, sustainable working environment for our employees—as evidenced in our Canadas Greenest Employer Award honors in 2020.

Ethos

Ethos is a life insurance company founded in 2016 by Peter Colis and Lingke Wang. The company focuses on making life insurance more affordable and accessible by using technology to simplify the application process. Ethos operates as a licensed insurance agency, partnering with third-party carriers like Legal & General America, TruStage, and Ameritas. Ethos offers an online application process that provides instant quotes, allowing customers to apply for life insurance quickly. The company utilizes a proprietary underwriting engine to assess health and eligibility, ensuring suitable coverage options. Ethos also supports a network of independent insurance agents, facilitating both direct-to-consumer and agent-assisted sales. The primary product offered is term life insurance, tailored to meet individual needs. With significant funding from investors such as Sequoia, Accel, Google Ventures, Goldman Sachs, and Softbank, Ethos has established itself as a major player in the U.S. life insurance market, aiming to protect millions of families.

Arch Insurance Group Inc.

Arch Insurance Group Inc., a division of Arch Capital Group Ltd. (ACGL), is a market-leading specialty insurer. We provide a wide range of property, casualty and specialty insurance for corporations, professional firms and financial institutions across the United States and Canada. Our insurance group in North America consists of Arch Insurance Company, Arch Specialty Insurance Company and Arch Excess & Surplus Insurance Company. Arch Insurance Groups executive offices are located at One Liberty Plaza in New York City, with regional offices located in New York City (Northeast Region), Atlanta (Southeast Region), Chicago (Central Region) and San Francisco (Western Region), as well as other offices throughout the U.S. to support our business. Arch Insurance Company also operates a branch office in Toronto, Canada. ACGL is a Bermuda public limited liability company that provides insurance, reinsurance and mortgage insurance on a worldwide basis through operations in Bermuda, the United States, Canada, Europe, Australia and Hong Kong.

SEN Design Group

Imagine a company with vision of fundamentally changing an industry, and the small design firms who dominate it, by empowering them to accelerate their growth and better their bottom lines. Its with intellectual capital, education programs, passion and strong relationship, that this small business is dedicated to developing a nationwide network of companies who are recognized by the industry as the most professional and by consumers as the best value in kitchen and bathrooms. Welcome to SEN. The SEN Design Group is the industrys first kitchen and bath buying and business development group. As a 26-year-old professional organization, SEN has over 210 members nationwide and more than 75 quality vendors in cabinetry, appliances, plumbing fixtures, decorative hardware, closets, lighting, bathroom products, flooring, tile, business services and accessories who offer their products/services to the membership at group rates. Additionally, SEN offers over 40 business development services to its membership, including financial planning, business coaching, business management training, sales training programs, marketing tools to generate leads, networking, and management systems. For more information on SEN visit www.sendesigngroup.com