We help investor-backed healthcare and technology businesses increase profits and fuel growth.
Schedule a Phone ConsultTempo CFO is the finance partner Jake Smith tried to hire as a private equity investor
and couldn’t find: a boutique consultancy with real PE and IB experience, focused on
healthcare and technology companies, using the latest AI tools to run lean.
Our approach is based on the Tempo run: we move fast, but under control.
What our clients are saying
CEO
PE-backed healthcare company
“Tempo brings outstanding financial depth and sophistication … leveraging their interpersonal skills to navigate complex projects/initiatives and build trust-based partnerships with the teams they support.”
“I worked with Tempo extensively as both a portfolio company CEO and an Operating Partner at a mid-market PE firm. Tempo brings outstanding financial depth and sophistication, but what sets them apart is their ability to connect that expertise to relevant business outcomes while leveraging their interpersonal skills to navigate complex projects/initiatives and build trust-based partnerships with the teams they support.”
VP Financial Planning & Ops
PE-backed revenue cycle management
“Tempo did an excellent job … helping us better connect operational metrics to financial performance … the work created a strong foundation for broader data, reporting, and analytics initiatives across the organization.”
“Tempo did an excellent job bringing together a significant amount of operational and financial data from multiple sources, helping us better connect operational metrics to financial performance, improve our forecasting methodology, and gain clearer insight into volume, rate, and customer-level trends. Just as importantly, the work created a strong foundation for broader data, reporting, and analytics initiatives across the organization.”
CFO
PE-backed technology company
“I highly recommend Tempo for their outstanding partnership with the finance team … Tempo has been a trusted advisor throughout critical transaction processes.”
“I highly recommend Tempo for their outstanding partnership with the finance team and their ability to bring both strategic perspective and practical execution to complex initiatives. Tempo has been a trusted advisor throughout critical transaction processes and has consistently demonstrated the leadership, collaboration, and drive needed to successfully deliver key strategic objectives.”
Co-founder
Investor-backed IT services platform
“What set Tempo apart was a combination of deep strategic finance expertise, exceptional modeling capabilities and the ability to quickly understand the nuances of our business … acting as a true partner rather than an external consultant.”
“What set Tempo apart was a combination of deep strategic finance expertise, exceptional modeling capabilities and the ability to quickly understand the nuances of our business. From day one, Tempo exceeded expectations, delivering high-quality work ahead of schedule but, more importantly, acting as a true partner rather than an external consultant. Tempo thoughtfully challenged assumptions and brought a long-term perspective that will save us time and effort.”
CEO
PE-backed medical device company
“Tempo was much more than a financial resource. They became a trusted thought partner to our executive team … Tempo brings the financial acumen, business judgment, and work ethic that leadership teams value.”
“I had the opportunity to work with Tempo on several high-priority projects ranging from customer profitability, pricing, and opex reviews to buy-side diligence, debt financing, and a complex M&A transaction. Tempo was much more than a financial resource. They became a trusted thought partner to our executive team. Tempo asked the right questions, challenged our assumptions constructively, and remained fully engaged until we reached the right outcome. Tempo brings the financial acumen, business judgment, and work ethic that leadership teams value, and I would recommend Tempo highly.”
CEO
Founder-led medtech startup
“Tempo’s experience, intuition, and creativity have been a real asset, bringing clarity to complex decisions and consistently helping us see further ahead than we could on our own.”
“We’ve worked closely with Tempo to sharpen our strategic positioning and competitive advantage, and to think through logical exit strategies. Tempo’s experience, intuition, and creativity have been a real asset, bringing clarity to complex decisions and consistently helping us see further ahead than we could on our own.”
CEO
PE-backed tech services company
“Tempo has led several important strategic initiatives and helped us find and capture real EBITDA improvement … a thought partner on every major decision, bringing the analysis, challenging our assumptions and driving to real results.”
“Tempo has led several important strategic initiatives and helped us find and capture real EBITDA improvement. They are a thought partner on every major decision, bringing the analysis, challenging our assumptions and driving to real results.”
Senior Director
Orthopedics medical device OEM
“Tempo consistently impressed me with their ability to synthesize market data, ask the right strategic questions … Tempo approaches their work with a mix of meticulous detail and high-level strategic focus.”
“Tempo consistently impressed me with their ability to synthesize market data, ask the right strategic questions, and keep the project directed towards a solution that would be valued by the team. Tempo approaches their work with a mix of meticulous detail and high-level strategic focus.”
Who We Help
Tempo works with investor-backed healthcare and technology companies.
Why Clients Call
You need finance support to save time and increase profits
Nobody can say which customers or segments make money, whether pricing has kept pace with costs, or what the largest cost lines are actually buying. The close takes weeks and the board pack describes a month that is already over.
An exit is 6 to 24 months out
A sale is on the horizon. Somebody needs to drive clean numbers, a clear equity story, process management, and the supporting analysis a buyer will ask for.
An acquisition or raise is in front of you
An add-on, new business line, or fundraising event needs a deal model, diligence, and a grounded value creation plan.
Who We Serve Best
Portfolio companies
Investor-backed businesses that need investor-grade finance support to drive EBITDA, value creation, and a strong exit.
Growth-stage companies
Companies with a clear goal ahead whose finance function is not equipped to support growth.
Founder-led businesses
Owners who spend too much of the week on finance and still cannot see which customers, contracts and segments make money.
Services
Driving revenue
- Pricing
- Incentive equity plan
- Standardized contract terms
Reducing cost
- Customer profitability
- Compensation structure
- Employee productivity
- Opex review
- Add-on synergy capture
Improving cash flow
Cash unlocks capital to invest in growth.
- Working capital
- Cost of capital
- Exit Readiness. Drafting the equity story, model buildout, data room prep, quality of earnings, and diligence Q&A
- Due Diligence Support. Buy-side or sell-side: target evaluation, financial analysis, commercial diligence, synergy models, and post-close integration
- Fundraising. Investor-ready model with dilution scenarios, pitch deck and narrative, data room, and a ranked target list
- Fractional CFO services
- Annual budgeting and operating plan
- 13-week cash flow forecasting
- Scenario modeling
- Forecast refresh cycles
- Fractional CFO services
- Monthly reporting packages
- Board and investor reporting
- KPI dashboards
- Weekly management dashboards
About
Jake Smith
Ten years of experience as a PE investor, investment banker, and operator
Jake cut his teeth on Wall Street doing Investment Banking at Morgan Stanley, buy-side Private Equity investing at 3i Group, and providing external finance expertise to investor-backed companies. Graduated cum laude from Vanderbilt University with a bachelor’s degree in economics.
Schedule a Phone Consult with Tempo CFO