What We Offer

Glenmoore Partners along with our partner firm Oxford Metrica specialize in support for foundations, NGOs and nonprofits as well as start-ups and smaller for-profit organizations. With a focus on high touch project management, we give you the tools to drive your top priorities and meet critical goals. ​

Areas of Service

• Interim CFO, CAO and COO services
• Financial, operational and investment assessment & evaluation
• First 90 day support and coaching for new CFO, CAO and COOs
• New trustee orientation
• Investment services including performance review and risk analysis
• Project management
• Policy development
• Compliance monitoring
• Strategic assessment
• Manager evaluation
• Change management analysis and recommendations to aid organizations in moving to the next organizational level
• Investment, financial and operational due diligence
• Support services for and dialogue/ advice to founders, boards and senior staff
• Investment risk and performance reporting development

Challenges We Can Help You With

• Managing finances through market swings
• Executing against top priorities
• Managing growth and change during periods of transition and dynamic expansion
• Guiding new or existing C-level staff with creating a vision of success and the roadmap of how to accomplish it
• Scalability issues
• Moving your company forward in the face of debt or diminishing capital
• Determining your need or providing interim C-level support
• Upgrading operational systems in an efficient and effective ways
• Evaluating ​investment needs, risk and performance