You’ve outgrown your Finance and Technology function.
You’ve outgrown your
Finance and Technology function.
Most businesses don’t see it coming.
Find your situation
The right team, the right capabilities, and the right pace, matched to your exact situation.
Four situations below. Find yours.
Reset & Take ControlFor businesses that need control restored, fast.
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You’ll recognize this
- “My finance lead just left and I’m staring at a black hole. Nobody knows where things stand.”
- “Our CTO just left and nobody knows how any of this works.”
- “The board is asking questions I can’t answer.”
What’s happening
A key person left, or was never the right hire, and the function doesn’t survive without them. Numbers are months out of date. Cash visibility is reactive. Systems have no clear owner.
What Trigger delivers — control restored in 90 days
- Diagnostic in week one: what’s broken, in what order to fix it
- 5–7 day monthly close producing a management pack you can trust
- Operational integrity restored: payables, receivables, reconciliations running cleanly
- 13-week cash forecast refreshed weekly
- Highest-value technology choke points stabilized and documented
- Named senior leader across finance and technology, on your team from day one
- Continuity built in: the function no longer depends on one person
Build for ScaleFor businesses growing faster than their finance and technology can keep up.
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You’ll recognize this
- “We’re growing fast and I’m flying blind on forecasts.”
- “We’ve doubled in size and everything that worked last year is breaking.”
- “The board asks about unit economics and finance can’t answer.”
What’s happening
Growth has outpaced the finance and technology setup. Planning is a one-off annual budget. The controller is overloaded. Processes built for 20 customers break at 200. Manual work scales with headcount, not with revenue.
What Trigger delivers — a function built for the next stage
- Rolling 12-month forecast with monthly refresh and scenarios
- Annual three to five-year business plan
- KPI dashboard with leading and lagging indicators
- Board pack that actually informs decisions
- Data platforms built to scale: pipelines, warehouse, single source of truth
- Automated workflows that free up senior capacity for work that matters
- Engineering delivery cadence that ships features consistently
Capital RaiseFor businesses raising debt or equity, where little will survive due diligence in its current state.
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You’ll recognize this
- “We’re going to market in 90 days. The investors want a five-year model and clean historicals and I don’t have either.”
- “The technical due diligence is next month. They will go through our architecture, our code, our team, and our roadmap.”
What’s happening
Historical financials need cleaning. There’s no defensible long-range model, no information memorandum, no equity story, no data room. Technology architecture and code may not hold up to scrutiny.
What Trigger delivers — investment-ready in 90–180 days
- Three years of clean, restated historicals
- Five-year integrated model with sensitivities and downsides
- Information memorandum and equity story, where the numbers match the narrative
- Populated data room with active question management
- Technology roadmap that appeals to investors
- Technical due diligence preparation and coordination
- Named senior partner in the room when investors ask the hard questions
Exit PreparationFor businesses 12 to 24 months from a sale, where the business isn’t yet ready for a buyer.
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You’ll recognize this
- “We’re twelve to eighteen months from a sale and our financials look like a startup’s.”
- “Half the system lives in one engineer’s head. If the buyer finds that, it knocks the price down.”
- “I can’t run the business and the deal at the same time. I’ll lose one of them.”
What’s happening
Three years of clean, defensible financials don’t exist. The earnings bridge is messy. Documentation is thin. Code, architecture, and data won’t transfer cleanly. A buyer’s technical team will discount everything they can’t verify.
What Trigger delivers — maximum value at the closing table
- Audit-grade financials with clean comparatives and documented earnings bridge
- Working capital normalization and trapped-cash review
- Exit readiness diagnostic with a 12-month action plan
- Sell-side diligence pack and managed data room
- Architecture remediation and technical documentation a buyer can rely on
- Remediation of issues a buyer will find, before they find them
- Equity story, management presentation, curated buyer materials
- Named senior partner across finance and technology, in the room when it matters
Five finance capabilities. Seven technology capabilities. All in one team.
Whatever your situation, Trigger activates the right depth of capability for where you are today. You don’t buy a package. You get the team, the expertise, and the output your business actually needs.
Finance
Technology
We manage all functions internally and coordinate the full partner perimeter: audit, tax, formal due diligence, payroll, cloud infrastructure, and specialist vendors.
Not sure where you fit?
That's what our first call is for.
Most clients don't fit neatly into one situation.
That's normal. We've seen it before.