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Capital and Investment Management
Investor Communication

We bring experience in communicating with investors at all levels of sophistication. This allows us to develop targeted materials that convey the potential for growth while being supported by assumptions that have been stressed and validated.

We work with companies to understand their financing needs and optimize capital structures by contemplating both equity and debt options. Through effective communication with current and prospective investors, we can assist you to close deals.


Boreas Ventures provides a suite of proven financial solutions that allow entrepreneurial companies to focus on achieving top line objectives.  

Analytics and Modeling
Outsourced CFO & COO

We provide part or full-time CFO and strategic operating services to the founders, CEO, and other members of the leadership team. With the confidence of knowing that financial leadership is integrated into the organization and accountable for essential processes, the principals can focus their energy and creativity on achieving strategic objectives.

We have extensive experience developing sophisticated financial models that deliver essential analytics and performance metrics. Through rigorous financial planning and analysis, management can anticipate short- and long-term capital needs, understand the underlying assumptions that drive success and develop dynamic strategies that optimize growth. 

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