We Started Small, Like Most Good Ideas Do
Three financial professionals from different backgrounds — corporate banking, small business consulting, and educational curriculum design. What brought us together wasn't some grand vision, but frustration.
We'd each spent years watching talented people struggle with financial processes that could be simplified. Business owners making decisions based on incomplete information. Finance teams using outdated methods because that's how they learned.
The breaking point came during a particularly messy client consultation in late 2017. A successful manufacturer was hemorrhaging cash due to poor financial planning, but every training program we found was either too academic or too generic to help.
That's when we decided to build something different.