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.