Modern Finance for Venture-Backed Companies

We make finance your competitive edge

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Trusted by founders and operators backed by leading investors

Full-stack finance

We combine deep expertise and modern technology to help businesses run better with smarter financial operations

Client Profile

Financial compliance & investor onboarding technology

Series A (acquired)

11 - 50 employees

What We Delivered

Migrated the company from spreadsheet-driven workflows to a structured month-end close framework compliant with GAAP standards
Implemented consistent financial reporting packages with clear variance analysis and supporting schedules to improve stakeholder visibility
Prepared diligence-ready financial documentation and support schedules used throughout the company’s acquisition process by iCapital

Work performed prior to acquisition

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Accounting

Audit-ready financials

We manage your accounting workflows, reconciliations, and month-end close with automation-backed precision and technical GAAP expertise.

Always-current books that eliminate surprises and keep financials reliable throughout the month
A fast, predictable, audit-ready close delivered on a consistent monthly cadence
Errors, anomalies, and missing accruals identified early—before they create downstream issues
GAAP-compliant financials with clear explanations of trends, variances, and business drivers

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Client Profile

Identity management

Series A

11 - 50 employees

What We Delivered

Migrated the company from spreadsheets to a GAAP-aligned close framework
Implemented consistent reporting with reconciliations and variance analysis
Prepared diligence materials used in the acquisition by iCapital

Work performed prior to acquisition

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Operations

Streamlined operations

We handle vendor onboarding, bill payments, customer billings, cash application, and collections - so your back office runs smoothly and cash flow stays tight.

Managed bill payments that reduce admin work and keep vendors paid on time
Faster invoicing and collections processes that improve cash flow predictability
Real-time visibility into payables and receivables so you always know what’s outstanding
Simplified 1099 filings and vendor compliance with clean, audit-ready records

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Client Profile

Circular fashion

Seed

11 - 50 employees

What We Delivered

Reconciled historical accounting and corrected prior-period discrepancies
Implemented structured AP workflows with approvals and controls
Improved AR visibility through aging schedules and collection procedures

Actual work performed and outcomes delivered

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Client Profile

Circular fashion & apparel resale technology

Seed ($7.5M raised)

11 - 50 employees

What We Delivered

Cleaned up historical accounting by reconciling transactions, standardizing classifications, and correcting prior-period discrepancies
Implemented a structured AP and vendor workflow with intake, approvals, payment controls, and recurring reconciliations
Improved AR oversight by establishing aging schedules, identifying past-due balances, and instituting collection procedures

Actual work performed and outcomes delivered

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Client Profile

Enterprise identity & access management platform

Series A ($38M raised)

51 – 100 employees

What We Delivered

Re-established Oloid’s accounting foundation by standardizing GAAP workflows and correcting historical inconsistencies
Produced investor-grade forecasts and financial reporting packages aligned with diligence expectations
Developed a defensible operating model and financial projections that supported the company’s successful $12M Series A raise

Actual work performed and outcomes delivered

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Finance

Metrics & forecasting

We deliver real-time dashboards and actionable insights that help you plan, invest, and grow with confidence.

Customized financial and operational KPIs tailored to how your business is run
SaaS-specific metrics with GAAP-aligned P&L views that reflect true unit economics
Strategic financial reviews with your accounting team focused on drivers, risks, and tradeoffs
Monthly reporting packages built for leadership, board discussions, and investor updates

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Client Profile

Identity security

Series A

51 – 100 employees

What We Delivered

Standardized GAAP close workflows and corrected historical accounting issues
Delivered investor-ready forecasts and financial reporting
Built the operating model supporting Oloid’s $12M Series A raise

Actual work performed and outcomes delivered

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Tax

Tax compliance

We handle your tax preparation, optimize your strategy, manage quarterly payments, and ensure you stay compliant — all without the year-end scramble.

U.S. federal and state income tax preparation aligned with GAAP financials and filing requirements
Multi-state nexus and apportionment analysis to assess tax exposure and ongoing compliance
International tax compliance, including Forms 5471, GILTI calculations, and FBAR reporting
Annual franchise taxes and entity-level filings handled accurately and on time across jurisdictions

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Client Profile

Executive coaching

Seed

2 - 10 employees

What We Delivered

Completed all prior-year federal and state tax filings
Rebuilt vendor data and filed outstanding 1099s
Conducted multi-state nexus analysis to identify filing obligations

Actual work performed and outcomes delivered

Client Profile

Professional coaching & leadership development platform

Seed ($5.7M raised)

2 - 10 employees

What We Delivered

Brought Titan current on prior-year federal and state returns by reconciling historical schedules and preparing complete, compliant filings
Performed a multi-state nexus analysis to identify filing obligations, assess exposure, and define a forward compliance roadmap
Completed all outstanding 1099s by rebuilding vendor records, confirming reportable payments, and ensuring accurate year-end compliance

Actual work performed and outcomes delivered

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Adaptive finance for growing teams

Seed

Lay the foundation

Accrual-basis and foundational reporting

Series A

Build discipline

Departmental budgets, hiring plans, and FP&A

Series B

Level up operations

GAAP compliance and audit readiness

Series C

Enterprise rigor

Multi-entity support and advanced forecasting

Series D+

Public-ready maturity

Technical accounting and SOX-aligned processes

Seed

Lay the foundation

Accrual-basis and foundational reporting

Series A

Build discipline

Departmental budgets, hiring plans, and FP&A

Series B

Level up operations

GAAP compliance and audit readiness

Series C

Enterprise rigor

Multi-entity support and advanced forecasting

Series D+

Public-ready maturity

Technical accounting and SOX-aligned processes

Crede scales with your company.

Whether you’re pre-revenue or managing thousands of customers across regions, we adapt our team and tooling to give you the rigor, visibility, and strategic partnership your stage demands.

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Trusted by top startups

We work with venture-backed teams from Seed to Series D — high-growth companies in SaaS, AI, fintech, and more — who need finance handled with precision as they scale

“With multiple entities and cross-border activity, we needed real expertise. Crede brought clarity to our U.S. and international tax requirements and kept everything clean and compliant.”

Shyam HN

Co-Founder & CEO @ BuyerAssist

“Crede delivered GAAP-compliant financials, supported our Big 4 audit readiness, and helped us migrate to NetSuite as we scaled post–Series C.”

Justin Chee

VP, Controller @ Pearl Health

“Crede brought structure and accounting rigor to our finance operations. Their work gave us clean, investor-ready reporting and the confidence to scale without surprises.”

Bebe Kim

Co-Founder & CEO @ Basis (acquired)

“Switching to Crede made an immediate difference. They brought clarity to our revenue recognition and delivered the investor-grade reporting we needed for our Series B.”

Ondrej Antos

Co-Founder & CEO @ Klarity

“Crede set up our accounting on a solid GAAP foundation early on and has scaled with us from Seed through Series B+. They’ve been a true finance partner.”

Joseph Elias Phillips

Co-Founder @ Payabli

“Crede partnered with us from the very beginning, managing our accounting and reporting end-to-end with exceptional consistency. Their support let us focus entirely on building Finicast.”

Marco Santiago

VP Finance @ Finicast

“With multiple entities and cross-border activity, we needed real expertise. Crede brought clarity to our U.S. and international tax requirements and kept everything clean and compliant.”

Shyam HN

Co-Founder & CEO @ BuyerAssist

“Crede delivered GAAP-compliant financials, supported our Big 4 audit readiness, and helped us migrate to NetSuite as we scaled post–Series C.”

Justin Chee

VP, Controller @ Pearl Health

“Crede brought structure and accounting rigor to our finance operations. Their work gave us clean, investor-ready reporting and the confidence to scale without surprises.”

Bebe Kim

Co-Founder & CEO @ Basis (acquired)

“Switching to Crede made an immediate difference. They brought clarity to our revenue recognition and delivered the investor-grade reporting we needed for our Series B.”

Ondrej Antos

Co-Founder & CEO @ Klarity

“Crede set up our accounting on a solid GAAP foundation early on and has scaled with us from Seed through Series B+. They’ve been a true finance partner.”

Joseph Elias Phillips

Co-Founder @ Payabli

“Crede partnered with us from the very beginning, managing our accounting and reporting end-to-end with exceptional consistency. Their support let us focus entirely on building Finicast.”

Marco Santiago

VP Finance @ Finicast

Our clients are funded by top-tier investors including:

Frequently asked questions

What services does Crede provide?

Crede provides full-service finance support across your entire function. That includes core accounting, tax filings, financial planning and analysis (FP&A), strategic finance through fractional CFO support, people and payroll coordination, and day-to-day financial operations like payables, receivables, and reimbursements. Whether you’re early-stage or scaling fast, we deliver the right level of support to match your complexity.

How is Crede different from other firms?

We combine deep technical expertise with smart internal software and AI tooling. Our team brings backgrounds from the Big 4, high-growth startups, and public companies, so we understand how to build processes that scale. Unlike firms that just close the books, we go deeper — improving accuracy, surfacing insights early, and proactively supporting founders with the kind of high-touch, senior finance help you’d expect in-house.

Can you support a fast-growing or multi-entity company?

Yes. We’ve supported startups from pre-revenue through IPO and understand how to manage complexity as your business scales. We’re experienced with multi-entity consolidations, intercompany transactions, global subsidiaries, accrual accounting, and GAAP compliance. Our team knows how to structure workflows that grow with you and keep your reporting clean.

Can Crede support fundraising or board prep?

Yes. Our strategic finance team and fractional CFOs regularly help with fundraising models, scenario planning, board decks, investor updates, and diligence preparation. We understand what metrics matter at each stage and help founders communicate clearly and confidently with current and prospective investors.

Are you experienced with startups like mine?

We’ve worked with startups across SaaS, AI, fintech, health tech, consumer, and fashion tech — from Seed through Series C and beyond. Whether you’re building a B2B product, scaling a marketplace, or launching a global SaaS platform, chances are we’ve supported a company with similar challenges and growth trajectories.