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