45.52°N, 122.68°W — Portland, Oregon

Finance leadership from people who've built, run, and acquired businesses.

Cascade Equity provides fractional CFO and strategic finance services to startups and established businesses, from finance operations to fundraising and transactions.

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Where We Help

Financial expertise for the decisions ahead.

Cascade Equity helps you run the finance function, plan for what's ahead, and prepare for the transactions that matter.

Fractional CFO & Finance Operations

Experienced finance support that works as part of your team.

  • Fractional CFO and strategic finance leadership
  • Accounting and day-to-day finance operations
  • Investor and board reporting
  • Audit and tax coordination

Financial Planning & Analysis

A clearer view of performance, cash needs, and the choices ahead.

  • Financial models, budgets, and forecasts
  • Cash flow and runway planning
  • KPI and unit economics tracking
  • Growth and scenario analysis

Transaction Advisory

Support as you raise capital, evaluate an opportunity, or prepare for an ownership transition.

  • Fundraising preparation and financial materials
  • Cap table and equity administration
  • Banking, lender, and investor coordination
  • Valuation and transaction readiness

Available as ongoing support or a defined project.

Get in touch
Investing

Financial Partnership

For certain clients exploring an investment or ownership transition, we'd be interested in becoming your financial partner — as an investor or acquirer — building on the relationship and trust already established through our advisory work.

How we work with partners
LONG-TERM VIEW

Patience

We build for the long run, in how we advise and in what we'd invest in. Good outcomes take the time they take.

STAYING POWER

Resilience

Every business hits hard years. We stay engaged through them, not just the good ones.

SHARED OUTCOMES

Partnership

We do well when the business does well. Whether advising or investing, we keep our interests aligned with the owner's.

TRANSPARENT

Integrity

We're reliable partners and operate with clarity and respect. We'll team with you to help solve your hardest challenges.

Who We Are

Experience on every side of the table.

Our track record spans several decades of combined experience working with Silicon Valley startups, global Fortune 100 companies, and everything in between. We've been entrepreneurs, operators, advisors, and investors — and we bring that full range of experience to every relationship: not just the numbers, but the judgment that comes from having built, run, and owned businesses ourselves.

That includes accounting, strategic finance, and M&A at a Big 4 firm; partner and investment committee positions in venture capital; and CFO and operating leadership roles at established companies and startups.

Our experience spans
  • Big 4 accounting and financial diligence
  • Big 4 corporate development and investment — over $450M in transactions
  • Successfully scaling an international, multi-location tourism business
  • CFO of a venture-backed startup with multiple fundraising rounds
  • Venture fund partner, manager, and investment committee member
  • Fractional CFO advisory
Get In Touch

Let's talk about your next chapter.

Whether you're a business owner who is looking for a partner, advisor, or a conversation over coffee — please reach out.

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