Finance & Strategy Experts.

• Strategic Advisory • Corporate Finance • Corporate Development • Transaction Readiness • Investor Relations •

Your trusted partner & advisor.

Token Financial is the trusted partner and advisor of founders, start-ups, entrepreneurs, management teams, and their investors. Let us bridge the gap in your team's financial and strategic growth needs.

With over thirteen years of professional experience, our team has deep knowledge in corporate finance, corporate development and investor relations across various industries and various company sizes and structures. We pride ourselves on our reputation and will exceed your expectations, every time. Our accuracy and excellence is second to none.

Whether you are seeking assistance on a strategic deal, developing a budget and forecast, preparing your start-up for a fundraising pitch, looking for fractional support in your corporate finance or corporate development functions or any number of desired projects — our customized approach allows us to tailor our services to the specific needs of your unique business and team.

CFO and Corporate Finance Services

Fractional, interim and project support for strategic CFO, corporate finance, FP&A, budgeting, forecasting, modeling, investor relations, capital markets and more. Token Financial has deep experience across private and public companies in various industries.

Token Financial Services

Corporate Development Services

Fractional and project support for commercial opportunities, mergers, acquisitions, divestitures, etc. Provide additional diligence, modeling, presentation support from start to end and encompassing every detail.

Start-Up Coaching + Consulting

Built-to-suite consulting and coaching services for entrepreneurs and founder-led teams. Services include business plan drafting, financial modeling, strategic + growth planning, deal analysis, pitch decks, investor prep and more!

Investor and Fund Support

For private equity groups seeking support for their portfolio companies monthly reporting packages and corporate finance functions, or support for fund-level reporting, analysis and investment target sourcing and recommendations.

Transaction Readiness

For founder-led teams and start-ups, Token will get your financials, pitchbook and growth strategy ready for buyers or private equity investors. Includes creation of target investor lists, introductions and partnership with investment banks.

Personal Finance Consult

Custom decision-making tools for large real estate investments for individuals, couples and families. Includes review of detailed financial present and future goals, two hours of virtual meetings, custom financial model and strategic guides.

Creating trusted and valued partnerships is at the core of what we do.

  • Working with Chelsea has been an absolute delight. Her expertise, demonstrated through our collaboration on VC financial modeling and her ability to facilitate critical investor connections in the energy space, has been invaluable. Beyond her skillset, Chelsea’s approachable personality and impressive sense of urgency ensure that we not only get the job done but achieve outstanding results efficiently and on time!

    Dennis Capovilla and Ben Elowitz

    Next Level Partners

  • I was consistently impressed with Chelsea's thorough understanding of the entire deal process, her ability to develop advanced financial models, and her ability to analyze the potential acquisition in relation to the business as a whole. Chelsea’s high quality work product and attention to detail was invaluable in this process. In addition to her technical abilities and professionalism, Chelsea is a fantastic person to work with and a valuable addition to any team.

    Nick Sullivan

    Integris Partners