The CFO who knows technology, Wall Street and non-dilutive capital
Strativ combines RBC Capital Markets investment banking experience, a finance tech stack built for how companies run today, and the grants, SBIR and R&D tax credits most CFOs miss.
Where we help
Senior finance, accounting and fundraising expertise for CEOs and founders, plus non-dilutive capital and finance tech stack advice, without the cost of a full-time CFO.
Raising capital
The model, the deck, the data room and the investor process, plus grants and R&D tax credits that extend runway without dilution. How we do it
Getting the numbers right
Driver-based forecasts, 13-week cash, KPI dashboards and pipeline metrics your board can trust every month. How we do it
Fixing a slide
Spot the slide early, protect the cash, renegotiate what has to change, and choose the path back. How we do it
Getting deal-ready
Clean books, controls and a data room before your first audit, your next raise or a sale. How we do it
Wall Street
Former Managing Director, RBC Capital Markets: equity research, IPOs and M&A. $500M+ raised for clients.
Technology
Built and taught the Finance & Accounting Technology (FATE) Certificate. We set up finance tech stacks that run the business.
Non-dilutive capital
Grants, SBIR and R&D tax credits that extend runway without giving up equity.
About Us
Strativ was founded by Mark Sue, a former Managing Director at RBC Capital Markets, and has helped clients raise $500M+ across equity, debt and non-dilutive capital. We work directly with CEOs and founders in SaaS, technology, professional services and manufacturing to get the numbers right, raise the right capital, and stay ready for investors, auditors and buyers.
Contact Us
Raising soon, facing an audit, tight on cash, or tired of a forecast nobody trusts? Tell us where your company is. We reply within one business day.
Prefer to talk? Book a call.