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Client Case Studies
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Private Equity Fund
Rowayton, CT

A small-cap investment fund that specializes in the start and restart of consumer product companies needed to economically and efficiently relaunch one of their portfolio companies.
Start U Up:
  • Assisted in the selection of office space, layout design, and furniture
  • Outfitted the offices with cost-effective technology and communications
  • Created the internal control structure and accounting and reporting systems
  • Prepared business plans and cash flow proformas for investors
Start U Up continues to be retained by the portfolio company as outsourced Chief Financial Officer with oversight on:
  • Financial controls
  • Financial reporting, budgets, and tax issues
  • Human resources and benefits administration

Start U Up also currently provides the fund with CFO expertise for acquisition analysis.