Arbor started with a simple observation: founders between Seed and Series B deserve the same finance function the big companies take for granted — without hiring a department to get it.
Two decades of doing this job from the inside, a gap we kept seeing, and a team built to close it. This is how Arbor came to be.
Schedule a discovery callMike began in assurance and advisory at Deloitte, moved to BMO to work on technology investment planning, and then spent years inside growth-stage companies — closing the books, building the model, sitting in the board meeting.
Somewhere between Seed and Series A, founder-run finance stops scaling. The close slips, the model becomes a spreadsheet nobody wants to open, and the board question nobody can answer arrives anyway. Hiring a full department to fix it made no sense at that stage.
So we built the team we wished those companies had: bookkeeping through to CFO work under one engagement, run by people who had done the job on the inside. Hope joined as a founding member and designed the delivery process every client now runs on.
Metafold, NewSmile, agora.xyz, Chexy — design software to D2C orthodontics to onchain governance to fintech. Different problems, the same close, the same model, the same two people on the call.
Four disciplines under one monthly fee, scoped to your volume and entities. Start with the books; add a controller or a CFO when the round needs one. We are still the ones who pick up the phone.
Not a rotating bench. The founders who scoped your engagement are the ones who close your books and sit in your board meeting.
Nearly two decades in finance for technology businesses. Mike began in assurance and advisory at Deloitte, moved to BMO to work on technology investment planning, and then spent years inside growth-stage companies doing the job he now does for Arbor's clients.
A founding member of Arbor, Hope combines operational depth with a technologist's instinct for the systems underneath the numbers. She runs the delivery side of every client engagement.
We operate in the following jurisdictions
Delaware C-Corps with their federal and state filings, Form 1120, and the digital asset disclosures that come with them.
CPA-led T2 corporate tax, GST/HST, SR&ED claims and the provincial filings alongside them.
Operating companies and cross-border structuring for digital businesses.
Token issuers, foundations and holding structures for digital businesses.
Cross-border coordination with local counsel for EU-based operations.
Corporate tax, VAT and economic substance for mainland and ADGM entities.
30–60 mins to understand your challenges and learn about the impact a partnership could have on your business.
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