Jamie Specht
I have hired Amit Mulchandani (CEO) and/or his team on what is now my third company for managing the financial close process and A/P bookkeeping. What sets this team apart is 1) the high degree of flexibility in the engagement structure and 2) the pass through savings for using an overseas team. Despite a geographically diverse team the daily communication is very smooth and seamless. In my prior company this team supported me with everything I could ask of them through a very cumbersome transaction. In my current company, as we scale and begin to bring accounting resources in house I foresee utilizing this company as a resource augmentation for many years to come, because they are so flexible. Can’t ask for any more than that. Great company and a great team!
Henry Martz
I have been a client of Finance in a Box for two years. Their expertise, personalized guidance, and commitment to my company’s financial well-being have been outstanding. They excel in making complex financial matters easy to understand and always operate with the highest level of integrity. I highly recommend their services to anyone seeking trustworthy and knowledgeable financial advisors.
Curran Hughes
We went with them because they offer more customized services than the bigger firms, which is great when you're early stage and figuring things out.
Alex Mans
As a startup, we find our priorities in constant flux with a need to deliver at often unreasonable timelines. Finance functions support everything from operations to planning and need an ability to balance support of such a demanding environment while also doing the job right. Jim represents such balance, knowing where and when to deliver to the then-adequate level of need.
Sarah Haggard
Jim helped me understand the important SaaS metrics for venture-backed companies and built monthly reports that help us understand how we're tracking to those key metrics throughout the year. (The firm’s) venture finance knowledge and expertise sets the firm apart. Also, Jim goes above and beyond every time. The service level is outstanding. Jim has been an incredible CFO partner to Tribute. He's helped us strategically plan investments and budgets that set us up for venture success
Aionics, Inc.
Athletic Performance Tracking Devices
Escondido, CA
Escondido, CA
Global decarbonization is a challenge that can only be solved with creative arrangements of atoms and electrons; it will require fundamental innovations in materials for batteries, fuel cells, and manufacturing.
NovAccess Global
Media & Marketing Consulting
Walnut Creek, CA
Walnut Creek, CA
NovAccess Global, Inc. is building long-term shareholder value through intelligent acquisition of assets in clinical stage research and development, balanced with medical assets in market. We bring together the best technological assets and the best scientific and executive team to accelerate taking these assets to market.
Ondas Holdings Inc.
Heart Transplant Monitoring Technology
Charlotte, NC
Charlotte, NC
Ondas Holdings (Nasdaq: ONDS) is a leading provider of technology platforms that digitize industrial and government operations. We work with blue-chip customers and partners, and Ondas is now at an inflection point in revenue growth. Our subsidiaries include Ondas Networks, American Robotics, Airobotics, Iron Drone, and Ardenna. Ondas companies have offices in Massachusetts, California, and Israel.
Kimia Therapeutics, Inc.
Software Development
Manitowoc, WI
Manitowoc, WI
we are using Chemotype Evolution to generate extensive datasets that reveal the molecular features of active and inactive drug molecules. By mining these datasets through machine learning we can generate algorithms and feature maps to help accelerate the discovery of drugs for novel and challenging targets. Our mission is to bring better therapies to patients faster to give them the options they deserve.
Cargomatic Inc.
Software Development
Manitowoc, WI
Manitowoc, WI
From the moment goods enter a country through the moment they arrive at a customer’s home, Cargomatic can manage every step of the journey.
With drayage, intermodal, LTL and white glove solutions, Cargomatic is equipped to handle all of the local shipments our clients need to have moved.
Overjet.
Software Development
Manitowoc, WI
Manitowoc, WI
We are innovators. We are programmers, engineers, scientists, and machine learning experts developing the future of dentistry. We are dental professionals. We are dentists, hygienists, educators, and domain experts working together to develop the infrastructure necessary for next-generation dentistry. We want our solution to work alongside clinicians – not replace them.