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Keys To The New Place

Finance Leadership for Founders and Venture Funds

Fractional CFO services, investor readiness, and portfolio management delivered through a digital first model. 

Built for founder led companies and venture funds seeking a strategic finance partner who translates numbers into decisions, strengthens performance, and helps teams scale with confidence.

No obligation. Get clarity and an action plan.

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Portfolio Management Services

Build a repeatable portfolio management process without adding headcount. We support small to midsize venture capital firms with portfolio company check ins, financial statement reviews, KPI dashboards, and follow up tracking. 

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Investor Readiness Program

Get fundraising-ready with confidence. Our Investor Readiness Program helps founders prepare financials, refine their story, and meet investor expectations—so you can raise capital with clarity and credibility.

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Fractional CFO Services

Strategic financial leadership without the full-time cost. Our Fractional CFO services provide data-driven insights, forecasting, and capital strategy to help small businesses scale smarter and stronger.

Location & Reach

Get to Know Us

Jewel Investing Solutions provides disciplined financial leadership for founders navigating complex growth. While we are proud to call Texas home, our digital first CFO services and virtual advisory model support clients across the United States. We typically serve companies generating about $1M to $25M in annual revenue.

Ready to see if we can help. Book a 30 minute informational call.

Contact Me

Thank You!

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