How we can help

Create value X, and capture Y% of it - we help you maximize both.

To help our companies and founders in a rapidly changing world, we must continuously innovate and extend our capabilities. From cloud and artificial intelligence, to sustainability, change acceleration and more, our open ecosystem allows us to serve as end-to-end impact partners for our companies.

Phoenix Strategy Group Bookkeeping Accounting

Bookkeeping & Accounting

  • Unmatched accuracy is achieved through weekly, precise bookkeeping by our accounting team utilizing automation to eliminate common errors.
  • 24/7 access to dedicated finance team, assistance with payroll providers, and guidance on financial best practices.
  • Built for growing tech businesses, we offer accrual basis bookkeeping, burn rate reports, and seamless integration with 100+ tools, like Stripe,, etc.
Phoenix Strategy Group CFO Solution

Fractional CFO & FP&A

  • 24/7 CFO support tailored to your business needs.
  • Review of financial health, processes, and operating budget maintenance.
  • Strategic analyses for sales efficiency, retention, benchmarking, and other KPIs.
  • Develop annual budgets and forecasts for revenue, COGS, employee and operating expenses.
  • We are experienced CFO to 80+ venture backed companies, including Second Life & General Assembly.
Phoenix Strategy Group Investment Banking

Investment Banking

  • We provide comprehensive investment banking services, including M&A advisory, capital raising, leveraged finance, and restructuring.
  • We tailored advice across various industries, such as technology, healthcare, energy, and consumer goods.
  • With our extensive global network, we connect clients to investors, strategic partners, and capital markets worldwide.
  • Our founder-focus approach prioritizes bespoke solutions, long-term relationships, and your success in every transaction.
Phoenix Strategy Group Data Service

Data Solution

  • Data services enable efficient, streamlined handling of diverse datasets by providing a single platform for storage, management, and access.
  • Designed to handle growing data volumes and user requests, data services allow organizations to easily scale their infrastructure without compromising performance.
  • Seamless integration with data sources, applications, and analytics tools, often via APIs, empowers businesses to derive insights and make data-driven decisions with ease.

How we engineer your business.

Phoenix Strategy Group Flywheel

Our track record.


portfolio companies


raised over the last 12 months


M&As transacted



What our founders are saying.

PSG and David helped us strategically re-think our 10+ year-old business to future proof it. He added a business intelligence platform that allowed us to manage the company from an integrated modeling perspective. While here, he also helped motivate and re-engergize our teams with his positive and inspiring management style and exceptional communication and interpersonal skills. Would highly recommend him.
Raj Abhyanker Trademarkia
Raj Abhyanker
Founder, Trademarkia
PSG, John and Ethan were absolutely crucial in helping me and team, and empower us to build a great strategy.I am grateful for all of the work you guys continue to do for our companies.
David Jaeger PSG
David Jaeger
Founder, Zeeva Behavioral Health
David/PSG helped us get ready for our institutional founding round and played a pivotal role in getting NuLife our first $3M Term Sheet offer from a VC firm. David’s majestic good looks made it a pleasure to get out of bed each day in hopes of another zoom call together. Without his rugged handsomeness and nurturing way not sure we would have made it.
Jd Meints PSG
Jd Meints
Founder, NuLife

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Step 3
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Go through what success looks like with us and get you all set up. Access to our team 24/7.
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How can we help?

Need help or assistance? Our team is standing by to make sure you get the help you need. Whether you need to grow or exit your business, we're ready to help!