Solutions Across Launch · Strategy · Funding · Scale-Up · People · Growth · Restructuring
Operational perspective which has raised the capital, built the teams, managed distress, and come out the other side.
What we do
Track 01
Dedicated executive support at a fraction of the cost of a full-time hire. A senior operational leader embedded in your business, from the first employee through a full team build-out.
Basic — 5 hrs / week
Ongoing strategic guidance, accountability, and operational oversight. Ideal for founders at any stage who need a seasoned right hand without the overhead of a full-time hire.
Premium — Up to 20 hrs / week
Heavy fractional COO, CTO, and CFO engagement. Sector exclusivity. For companies at an inflection point that need deep, continuous execution support to drive the next stage of growth.
Chief Restructuring Officer (CRO)
Dedicated engagement for companies navigating distress, transition, or a fundamental reset. Scope includes assisting with lender workouts, guiding 13-week cash flow management, people function analysis including spans and layers and RIF planning, and Board-level reporting. Structured as a defined-term engagement with clear milestones.
Track 02
Project-based and retainer advisory for companies at every stage, from entity formation and first hires through fundraising, scale-up, restructuring, and VC-backed growth.
Launch & Formation
Entity setup, business planning, early operational infrastructure, and the foundational decisions that determine whether a company is built to last.
Scale-Up Planning & FP&A
ARR roadmaps, financial models, and the operational plans to execute them. From first revenue to $1M and beyond.
HR Function Build-Out
Complete people operations from scratch: handbook, hiring plans, performance frameworks, and compliance for companies making their first hires or scaling a team.
Fundraising & Capital Strategy
Capital structure planning, investor materials, data room management, and active support through close. For bootstrapped, angel-backed, and VC-backed companies alike.
Restructuring & Turnaround Advisory
Objective business assessment, retrenchment planning, and execution for companies facing distressed conditions or a strategic reset. Services include 13-week cash flow modeling, lender workout negotiations, alternative financing identification, organizational analysis (spans, layers, team sizing), RIF planning and implementation, and Board-level governance support including Office of the CEO structuring.
VC & Investor Services
Advisory for funds and investors evaluating startups from an operational and due diligence perspective. Engagements include founding team assessment, founder-market fit analysis, GTM and distribution strategy review, product and technology evaluation, and competitive moat analysis. Also available for founders: pitch deck development and screening to ensure decks are investor-ready before they reach a partner meeting.
Whether you are forming a new company, running an established small business, navigating a fundraising round, scaling toward an exit, or managing through distress, the quality of your operational decisions determines everything. Overcrest is built to work across that entire arc.
We serve founders at formation, owner-operators of classic small businesses, venture-backed teams at inflection points, and companies in distress that need clear-eyed leadership and a structured path forward. We build the plan, help execute it, and stay engaged as long as we are adding value. The engagement model is designed so that you pay for what gets done.
Overcrest LLC · overcrest.co
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