Strategic solutions tailored for success.

Scala provides practical and actionable guidance to companies and stakeholders during defining moments at each stage of a business lifecycle.

Financial and Operational Planning & Implementation

We create a plan, then stay close to the finance team as they implement and execute the foundational aspects of a corporate finance function. This includes long-range plans, annual operating plans, forecasting processes, management / board reporting packages and capital allocation frameworks.

CFO Solutions

We are a finance leader’s practical and strategic partner. We support them in building and implementing processes for critical, specialized functions like treasury, month-end close, procurement, insurance, internal controls and other vital areas of a company's finance function. With broad sector and stage experience, we can advise on the full range of activities a private or public company finance department is responsible for executing as it scales.

Private Financing Support and Capital Planning

Access to strategic capital as a private company is key to executing the company’s mission. Our team has guided companies through the capital planning process (both debt and equity) by supporting the creation of investor narratives, pitch materials and long range forecasts; as well as targeting and developing investor relationships; and advising on transaction terms and timelines.

IPO Advisory and Public Company Readiness

Approaching the public capital markets is exciting and daunting for new issuers. As operators, we've helped prepare companies for the transition to the public markets multiple times. As advisors, we assist with everything from materials creation, public market selection, banker selection and economics, deal sizing and structure, due diligence, and organizational meeting planning.

Investor Relations, Capital Markets and Communications

Building relationships and credibility with investors is critical to access capital. We enable companies to maintain a clear and credible presence in the private and public markets by implementing a new — or augmenting an existing — investor relations program. We advise on a range of capital markets issues and transactions, offering our ongoing counsel and support for public market related matters.

Mentorship and Coaching for Finance Executives

Each stage of growth comes with unique challenges and places new demands on finance leaders. We provide them with mentorship and coaching to be successful as the business evolves. These leaders — as well as the CEO and board — will always have an experienced, trusted resource for practical and actionable advice.