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Private Merchant Bank · New York

We Build the
Financial Infrastructure
That Powers Scale.

EverflowCFO is an institutional-grade financial advisory firm serving high-growth companies from Series A to IPO.

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$625M+
Recovered
Left on the table. Claimed back.
48hrs
From assessment to capital in hand.
$0 Until You Win
Contingency only. No recovery, no fee.
4 Years Back
Maximum retroactive claims window.
Our Mission

To give every ambitious company access to the financial strategies that were once reserved for the Fortune 500.

We believe capital structure shouldn't be a competitive disadvantage. Whether you're optimizing your first term loan or preparing for an IPO, you deserve institutional-caliber guidance.

The Gap We Fill

Big Banks Ignore You

Until you hit $50M in revenue, traditional banks won't give you the time of day. We start at $1M ARR.

VC Isn't Always the Answer

Dilution is expensive. We help you access non-dilutive capital that lets you keep what you built.

You're Leaving Money on the Table

The average startup overpays $200K+ in taxes annually. We recover what's rightfully yours.

Operating Principles

The beliefs that guide every engagement.

01

Precision Over Volume

We don't spray and pray. Every recommendation is surgically tailored to your capital structure and growth trajectory.

02

Speed as Strategy

In growth markets, timing is alpha. We compress 90-day processes into 48-hour executions.

03

Fiduciary First

We sit on your side of the table. Zero kickbacks, zero conflicts. Your outcome is our only metric.

04

Operator DNA

Built by founders who've raised capital, managed P&Ls, and navigated audits. We speak your language.

Built Different.

Most financial firms protect their fee. We protect your equity.

We've sat on both sides of the table. We know where the money is.

This firm exists because the right advisory was never accessible to the right companies.

Now it is.

The Roadmap

Where we are going and when.

Q3 2026

First $10M in capital facilitated

Target: $10M in growth capital deployed through our partner network for high-growth companies.

Q4 2026

100 companies through the Capital Recovery Engine

Target: 100 companies assessed, optimised, and funded through the full EverflowCFO stack.

2027

$50M+ in capital deployed

Target: $50M in non-dilutive growth capital facilitated across our client network.

2028

The institutional standard for growth-stage financial architecture

The firm that growth companies call first — before their bank, before their CPA, before their board.

Headquarters

Headquarters

250 Park Avenue
7th Floor
New York, NY 10177
New York City
Park Avenue
Ready to Scale?

Let's Build Your Financial Architecture.

Take our 2-minute assessment and discover how much capital you qualify for and what tax credits you're leaving on the table.

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