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

OpsFi

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OpsFi

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Teams

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