From early-stage financial infrastructure to exit-ready positioning, Pelagic Partners delivers the strategic finance capabilities your business needs to scale and maximize value.
Embedded CFO leadership without the full-time cost.
Pelagic Partners serves as your company's CFO on a part-time or project basis — attending board meetings, managing investor relations, building your finance team, and owning the financial strategy of the business.
Learn MoreThe analytical infrastructure to make confident decisions.
We build the financial planning and analysis capabilities your business needs to operate with clarity — from annual budgets and rolling forecasts to unit economics and cohort analysis.
Learn MoreInvestor-ready materials from seed through Series C.
We help you tell a compelling financial story to investors — building the models, narratives, and data room materials that institutional investors expect.
Learn MoreMaximize enterprise value before you go to market.
We prepare your business for a successful exit — whether a strategic acquisition, private equity recapitalization, or IPO. We focus on the financial levers that drive valuation and buyer confidence.
Learn MoreBuy-side and sell-side M&A support.
With direct experience leading a ~$250M acquisition, Tim brings hands-on M&A expertise to your transaction — from target identification and valuation through diligence and integration planning.
Learn MoreModels built for clarity and investor credibility.
We build three-statement financial models, operating models, and scenario analyses that serve as the financial backbone of your business — used for fundraising, board reporting, and strategic decisions.
Learn MoreMost financial consultants are generalists. Pelagic Partners is built specifically for venture-backed startups, growth-stage SaaS companies, and founder-led businesses preparing for exit — the companies where strategic finance leadership has the highest leverage.
With 20+ years of operating finance experience — including scaling Drata from pre-revenue to ~$150M ARR and leading $250M+ in M&A transactions — Tim Jackson brings the rigor of institutional finance to companies that need it most.
Every engagement is designed around your specific stage, goals, and budget. No retainers for work you don't need. No junior consultants. Just senior-level financial leadership, directly applied to your business.
Defined scope, clear deliverables, fixed timeline. Ideal for financial model builds, capital raise preparation, exit readiness assessments, or M&A support.
Ongoing embedded CFO leadership on a part-time basis. Ideal for companies that need consistent strategic finance support without a full-time hire.
Strategic guidance on an as-needed basis. Ideal for founders who need a trusted finance advisor for specific decisions, transactions, or inflection points.
Let's discuss your business and design an engagement that fits your stage, goals, and budget.
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