Your financial questions, answered.
Built on an AI-native operating layer.
The CFO and back-office for founders, families, and funds.
Schedule a Call →
Your financial questions, answered.
Built on an AI-native operating layer.
The CFO and back-office for founders, families, and funds.
Schedule a Call →Four Businesses · One Standard
Fractional family office for high-net-worth individuals and family offices. PFS, income and expense, budget planning, and tax coordination.
Learn more →Fractional CFO leadership for founders and executive teams. Modeling and board reporting, embedded.
Learn more →Back-office for GPs and fund managers. Onboarding, capital events, compliance, investor relations, audit support, and K-1 coordination.
Learn more →Energy Tax Credit opportunities sourced through operating partners, with Spero providing oversight, reporting, and CFO infrastructure.
Learn more →Analytics powered by Spero Intelligence · Partner-Signed Deliverables · Direct Point of Contact for every account
How we engage
A confidential review of your books, advisors, and reporting needs. We map what exists before we touch a thing.
TYPICALLY · 1–2 WEEKSSource systems connected, chart of accounts established, controls implemented, reporting in place. Built in our environment, validated, then deployed into yours.
TYPICALLY · 3–6 WEEKSRun the monthly close, maintain oversight, deliver reporting. The conversations that matter happen with the people who own the work.
ONGOINGStrategic check-in across capital, controls, and roadmap. Adjust scope, bring in senior support where appropriate, retire what's no longer needed.
EVERY 90 DAYSFeatured Product · Spero Intelligence
A purpose-built workspace for senior finance teams. Connected to the books, the bank, the cap table, and the people running the business. AI-native, audit-ready, and quietly precise.
Brand Ethos
01
Senior judgment, controls, and discipline, with the precision of a professional-grade services firm.
02
Workflows, decisions, and deliverables designed from the ground up around real-time intelligence. Not bolted onto legacy spreadsheets.
03
A senior finance team that knows your business intimately. No tickets, no handoffs, no roster of names you'll never meet.
Spero exists to redefine what modern financial leadership looks like. We deliver institutional-grade finance with the care, discretion, and accountability of a true white-glove partner. Embedding ourselves alongside founders and executive teams as trusted stewards of capital, strategy, and scale.
By combining human judgment with AI-driven analysis, we move faster, see deeper, and surface clarity where traditional finance teams rely on lagging indicators and manual effort. Clients experience the confidence of a senior finance team that knows their business intimately, while benefiting from systems that continuously learn, adapt, and scale.
Leadership
Managing Partner
Leads the Fractional CFO and Fund Administration teams, partnering with operating companies and fund managers on institutional finance.
Previously CFO at Sandlot Partners;
Audit at EY.
Partner
Leads the Private Wealth team, partnering with principals and families on private wealth and family office advisory services.
Previously at Sandlot Partners and Fifth Partners.