Financial strategy for companies ready to scale
We Turn Financial Complexity Into Investor Clarity.
Partner-led. Raise-focused. Built for what comes next.
FINRA
Affiliate of Weild and Co. FINRA /SIPC member broker-dealer and investment bank. We participate in your raise, not just advise on it.
2011
Founded
100+
Happy Clients
$500M+
Capital Raised by Clients
30+
Industries Served
Why Three Vectors
Most growth-stage companies don't need a full-time CFO. They need seasoned financial judgment on demand — someone who has seen the terrain before and can move quickly when it matters.
Three Vectors partners have worked across more than 100 companies in over 30 industries, from early-stage startups to businesses preparing for exit. We bring that breadth to every engagement, without the overhead of a senior hire.
We work directly with founders and leadership teams — no handoffs, no account managers. Our partners lead every relationship and are your primary point of contact throughout. Our advice is practical, not theoretical, and we stay engaged long enough to see it through.
When the raise begins, we don't step back. As an affiliate of Weild & Co., a FINRA-registered investment bank, we can bring institutional capital markets capability directly into your process — giving you a CFO and an investment banking team working from the same side of the table.
Capital Markets - FINRA Affiliated
We don’t just advise on your raise - we help execute it.
As an affiliate of Weild & Co., a FINRA-registered broker-dealer, we bring CFO-level financial strategy and institutional capital markets capability together under one relationship — so when your raise begins, there are no handoffs, no gaps, and no competing agendas.
Most fractional CFO firms step back when the raise begins. We step forward.
Web3 Financial Infrastructure
Token-aware modeling. US-standard financial infrastructure. Global reach.
Web3 founders in Singapore, Dubai, London, San Francisco or São Paulo — raising from US institutional investors need a partner who understands both worlds. We build hybrid equity/token financial models, structure token treasury planning, and provide the US-standard financial infrastructure that global founders need to be taken seriously by American institutional capital.
Wherever you are building, we make sure US institutional investors take you seriously.
Equipment Leasing & Financing
Your product is ready. Your customers are ready. We close the gap.
Capital equipment manufacturers — in robotics, vertical farming, clean energy, AgTech, and beyond — lose deals to a single objection: upfront cost. We structure and arrange vendor financing programs, typically leases, and secured lending arrangements where the situation calls for it. The right instrument depends on the buyer and the market. We advise on the structure and arrange the financing — domestically and internationally.
Your product solves a real problem. Upfront cost should not be the reason a customer walks away.
Everything you need from Seed to Series B and beyond
Every engagement is led by a partner. No juniors, no handoffs, no account managers. You get the same person who understands your business on day one through the close of your round.
Fractional CFO
Embedded, senior-level financial leadership without the full-time overhead. We act as your CFO — attending board meetings, managing investor relationships, and owning the financial narrative.
FP&A & Runway Planning
Institutional-quality financial models, rolling forecasts, and scenario analysis. Know exactly how much runway you have, what assumptions drive it, and what you'll need to tell your next lead investor.
Fundraising & Capital Strategy
We don't just prepare you for fundraising — as a FINRA-affiliated firm, we can approach institutional investors on your behalf. We're a regulated participant in your raise, not a spectator.
Board & Investor Support
Board decks, investor updates, data room preparation, and the financial narrative that keeps your board informed and your investors confident. We make you look as good as you are.
Financial Diligence & Readiness
We run institutional-grade due diligence on your own financials before investors do. Fix the gaps, clean the history, tighten the model — so nothing surprises you at the term sheet stage.
Strategic Transactions & Exits
M&A advisory, term sheet structuring, and exit planning. Through our Weild & Co. affiliation, we can advise and act on equity and debt financings, acquisitions, and strategic exits across market cycles.
Web3 Financial Practice
Token-aware financial modeling, hybrid equity/token capital structures, token treasury planning, and US-standard financial infrastructure for global Web3 founders raising from US institutional investors.
Equipment Leasing & Financing
We design and structure leasing programs for robotics, vertical farming, clean energy, and AgTech companies — enabling you to sell to cash-constrained customers and create recurring revenue streams.
Cashflow & Margin Optimization
Granular analysis of working capital, unit economics, and burn rate. We identify the levers that move the metrics institutional investors care about, then help you pull them.
“We know we have gaps. We’re not looking for someone to manage the books - we need a strategic partner who can get us investor-ready and be in the room with us when we raise.”
Three Vectors works with sophisticated Seed, Series A, and Series B founders. Our best engagements start when a founder already knows what they don't know — and is actively preparing to raise institutional capital.
Preparing for a capital raise in the next 6 -18 months
You’re not reactive - you’re building investor-readiness now before the conversation starts
Web3 founder raising US institutional capital
Raising from US institutional investors requires US-standard financial infrastructure — regardless of where you're building.
Founder who wants a partner, not a vendor
When you're in the room with investors, so are we.
You have product-market fit and a working business. You need financial architecture that matches your ambition.
Seed, Series A or Series B stage
Capital equipment manufacturers and project developers
Your product is ready. Your customers are ready. We structure the financing that gets the deal done.
You may be building toward an acquisition, merger, or IPO and need M&A-fluent financial leadership now.
Considering a strategic transaction or exit
We partner with growth-stage companies across fintech, digital media, robotics, agtech, clean energy and Web3, including both venture-backed and independent businesses
Client Perspectives
"We came in with a working product but our financial infrastructure wasn't ready for institutional investors. Three Vectors got us organized, tightened our runway discipline, and stayed with us through the close. We raised our Series A and they're still with us as we prepare for Series B."
Founder, Robotics & Software Company
"We needed more than a financial model — we needed someone who could sit in the room with us for the long haul. Three Vectors essentially became our finance leadership for a full year, helped us rethink our pricing, and we came out the other side with a $6 million strategic investor and a much stronger business."
CEO, Digital Media Company
“We had a portfolio of mining assets and a vision, but no credible financial framework to take to investors. Three Vectors built the project finance model from scratch, prepared our investor materials, and helped us close $2.2 million in seed funding."
Founder, Bitcoin Mining Venture
SERVICES
Experienced partners delivering practical, founder-focused financial support
CFO & Strategic Finance
Capital & Financial Advisory
Web3 & Token Models
Equipment Leasing & Financing
Vendor financing program
Secured lending
A practical discussion about where you are and what’s next
Have questions about working with us? From what our FINRA affiliation means for your engagement to how we structure our work with founders, we've answered the questions we hear most often.