Form your Future.

 

Finance and People Ops for Startups

Formation Financial provides finance, accounting, and HR support to early stage companies across many industries. From Series Seed through Series C, we partner with you across each stage to help you reach your company’s greatest potential.

 What We Do

  • Finance

    CFO and FP&A services for fundraising support, board meetings, financial modeling and metrics.

  • Accounting

    GAAP and diligence-ready startup accounting for high growth and fast pace companies.

  • People Operations

    Employee relations, learning and development programs, performance management, and benefit resourcing.

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Trusted Partner

As a proactive advisor, Formation Financial helps startup founders strategically navigate through financial decisions. Regularly engaging with our clients and daily operations allows us to be a part of the team and provide the best insight and advice for their growth.

Our Clients

 

Health Tech

Tia is the modern medical home for women. The company is trailblazing a new paradigm for women’s healthcare that treats women by blending in-person and virtual care services.

Health Tech

Elation Health is a mission-driven healthcare startup dedicated to strengthening the physician-patient relationship with certified, cloud-based electronic health records.

Crypto

BitGo is the leader in digital asset financial services, providing institutional investors and crypto platforms with liquidity, custody, and security.

Security Software

Fletch is decoding cybersecurity analytics so that teams can do more with less: More: digging into security threats, unleashing curiosity, and dialogue with leadership. Less: time wasted on dashboards, complex search languages, and data entry.

 
 

“I have no doubt that Formation Financial’s hard work set us up for long term success- hence the reason I have referred several companies in their early stages to Formation Financial. ”

— Kevin Miller, CFO of Brightline

“Each time I have brought them into a startup company, they have provided reliable strategic advice along with the financial reports and forecasts that we need to make best financial decisions.”

— James Brear, CEO of Swimlane

Scaling Resources

Seed stage startups have different and lighter needs than a Series C company. Our team provides the appropriate level of support for each stage of growth. Formation Financial will grow with your startup until you’ve hired all your finance and accounting positions in-house.

 

Our Clients in the News