Founded by Richard Bernard
A platform built for valuation teams that connects each engagement's documents, information requests, staffing, deadlines, reviews and deliverables, with AI-assisted setup, so the work and the context behind it live in one system.
Before a valuation goes out, a team has to coordinate documents, information requests, staffing, deadlines, reviews and deliverables, and most firms run those across spreadsheets, email and shared drives. fino brings them into one platform and keeps the key assumptions and rationale with each valuation, so what a firm learned on one engagement carries into the next.
Valuation and advisory firms, and the teams that run their engagements.
It's built around valuation work rather than generic tasks or sales pipelines. Spreadsheets, project-management tools, CRMs and valuation software each cover part of an engagement, and fino's case is that none of them connects the people, documents, deadlines and decisions behind a conclusion.
We don't have a milestone we can source and date for this company yet. When there is one, it goes here.
Contributions go into the fund that writes them. If fino exits one day, our share comes back to the fund and goes out again, which is what makes us an evergreen fund.
Runs the first round of a technical interview with a conversational AI, then reports how the candidate thinks.
Works inside small accounting firms as an outside AI lead, building the automations that take the grind out of tax season.
One membership dashboard of classes, coaching, lender connections and software discounts for minority-owned businesses.
Updates on the founders we back and the work behind the checks.
