WHAT WE DO

Rivertrail advisors is a leadership, operations, and finance advisory firm, working with early and growth stage tech and media companies to help build a solid foundation for growth. 

Our solutions come from extensive "in the trenches" experience in both running organizations and leading finance departments, the combination of the two leading to an acute understanding of how to identify root causes of business inefficiencies and apply that understanding to drive growth. We deliver not only the plan for success, but can also put it into action.

Examples of Engagements:

Functional & Initiative Leadership

  • Part-time CFO or COO
  • Plan and lead:
    • Executive team strategy meetings
    • Setting up of teams/offices in other cities or outside of the US
    • New space selection, build out, and move in
    • Setting up of bank financing
    • Selection of auditor, bank, etc.

Tactical Finance

  • Build processes and procedures to ensure regular, accurate, and consistent financial, management, and board reporting
  • Ensure stronger controls and improved cash flow by standardizing policies and procedures for:
    • Billing
    • Collections
    • Accounts payable
    • Payroll

Strategic Planning and Analysis

  • Lead development of:
    • Strategic plan
    • Operating plan
    • Quarterly forecasts
    • International expansion plan
  • Review and optimization of pricing structure 

Structural and Process Improvement

  • Review and improve:
    • Talent acquisition processes to ensure best people are being hired
    • Effectiveness of leadership team meetings
    • Company-level goal setting and cascading of goals to functions and individuals
    • Performance management across the company


WARNING SIGNS of scaling challenges


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