Partnerships

Trusted Relationships.

Our elite network of adjunct service partners extends our capabilities and deepens our impact.

Our Network

No company succeeds in isolation.

We’ve curated a network of best-in-class service partners who share our values and our commitment to excellence. These relationships are not transactional — they are strategic alliances built on years of trust.

Legal & Compliance

Top-tier corporate law firms specializing in M&A, regulatory compliance, and intellectual property protection.

Financial Advisory

Trusted CPAs, tax strategists, and financial planners who understand the nuances of scaling businesses.

Insurance & Risk

Comprehensive coverage partners providing enterprise risk assessment and bespoke insurance solutions.

Human Capital

Executive search firms and HR consultancies specializing in high-impact talent acquisition and retention.

Technology & Data

System integrators and data analytics firms that drive digital transformation and operational intelligence.

Management Consulting

Boutique strategy firms with deep sector expertise in software, healthcare, and professional services.

Partnership Model

How We Partner

Identify

We assess your needs and match you with the right specialist partners.

Integrate

Partners embed alongside our team to ensure seamless execution.

Amplify

Together, we deliver outcomes that no single firm could achieve alone.

Our Partners

The company we keep.

ProVisors

ProVisors is the premier national networking organization exclusively for Trusted Advisors — a carefully vetted community of 11,000+ top professionals spanning law, finance, insurance, and business consulting across 20+ U.S. regions.

Built on the proven system of “Know. Like. Trust. Refer.”, ProVisors transforms networking into an efficient, revenue-driving discipline. As an active member, we leverage this powerful cross-referral network to deepen relationships, expand reach, and connect our portfolio companies with best-in-class advisors nationwide.

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XPX

Exit Planning Exchange

XPX is the premier multi-disciplinary network of trusted advisors to privately-held businesses. With 30+ chapters and 4,000+ members spanning law, finance, insurance, and business consulting, XPX connects founders and owners with the right advisors at every stage of business growth — from value creation through exit planning and ownership transition.

As members of XPX Northern California, SPF brings specialized financial expertise to an ecosystem of advisors dedicated to building and maximizing business value for their clients.

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Bay
Angels

Angel Investment

Bay Angels

Bay Angels is one of Silicon Valley’s oldest and most active angel investment groups, connecting founders with funding, mentorship, and connections since 1997. With 75+ active members — former founders, tech industry veterans, and experienced angel investors — Bay Angels provides flexible, relationship-driven capital to early-stage companies across every industry.

Through our partnership with Bay Angels, SPF connects portfolio companies and clients seeking early-stage capital with a vetted community of investors who back founders from the very beginning.

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Technology Partners

The client tech stack we deploy.

Every SPF engagement is built on a curated set of best-in-class financial technology platforms. We recommend and implement these tools for clients from day one — not because they’re popular, but because they genuinely move the needle on clarity and efficiency.

Ramp

Spend Management

Ramp — AI-Powered Spend & AP Automation

Ramp handles spend-side data at the source — AI expense coding, fraud detection, AP automation, and vendor benchmarks drawn from 70,000+ customers. We recommend Ramp for every client at onboarding and hold an SPF accounting firm account at no cost to clients.

Result: 90%+ of card and AP transactions auto-coded on day one. Fewer errors, faster close.

QuickBooks

Accounting

QuickBooks Online — Primary GL & Accounting System

QBO is the primary general ledger for SPF client engagements — managing AP, AR, payroll feeds, and month-end close. We audit, restructure, and optimize your QBO setup as the first step of every Foundation engagement.

SPF standard: accrual-basis reporting, restructured Chart of Accounts, and audit-ready books by day 30.

Gusto

Payroll

Gusto — Payroll & Headcount Cost Tracking

Gusto feeds clean payroll data directly into the financial model, giving SPF real-time visibility into headcount cost and enabling accurate burn rate and cash runway calculations. An essential input to our forecasting and KPI modules.

SPF standard: payroll feeds synced to QBO and BigQuery for seamless financial reporting.

JustPaid.ai

AI Close Automation

JustPaid.ai — AP/AR Automation & Close Acceleration

JustPaid.ai accelerates month-end close by automating AP and AR workflows — reducing manual processing time and eliminating close-cycle bottlenecks. Part of our Phase 3 (Days 61–90) automation deployment for clients.

Target: books closed by day 5, monthly package delivered by day 10.