OpsFi Information

OpsFi is a boutique financial advisory firm. Senior-led by practitioners from the world's leading advisory and professional services firms, delivered with the precision those institutions are known for, without the overhead. We partner with founders, C-Suite, investors and lenders who need more than a spreadsheet - people making capital decisions where the analysis has to withstand the boardroom, the data room and investor scrutiny. What we do • M&A Advisory: End-to-end transaction support, origination to close • Financial Due Diligence: Independent diligence, cash flow analysis and Quality of Earnings for investors and lenders • Deal Support: Account cleanups, valuation and modeling to get you deal-ready • Fractional CFOs: Senior finance leadership and board-ready strategy, part-time • Bookkeeping & Accounting: Audit-ready books and a clean monthly close, fiat and on-chain • Funds: Specialist fund accounting, modelling and valuation • Audit Teams: Embedded senior audit capacity when you need it • AI Implementation: Practical AI built into your finance and operations workflows Who we serve: Private equity and M&A, investment managers and family offices, private credit and lenders, founder-led businesses, high-growth technology and SaaS, and institutional digital assets / crypto. What makes us different: 100% senior-led delivery, no junior hand-offs and proprietary AI tools we built in-house to make the work faster, sharper and more cost-effective than the traditional model. Teams based in the United States, United Kingdom and South Africa and serving 14 markets across the globe. Let's talk: hello@opsfi.co · www.opsfi.co