High-touch. High-trust.
Intelligently engineered for what comes next.
Institutional-grade finance and AI-native systems for founders, families, funds, and capital allocators.
Schedule a Call →
High-touch. High-trust.
Intelligently engineered for what comes next.
Institutional-grade finance and AI-native systems for founders, families, funds, and capital allocators.
Schedule a Call →Five Divisions · One Standard
Private wealth oversight for high-net-worth individuals and family offices — PFS, reporting, and tax coordination handled in-house.
Learn more →Fractional CFO leadership for founders and executive teams — modeling, board reporting, and fundraise support, embedded.
Learn more →Back-office for GPs and fund managers — investor relations, capital calls, distributions, and K-1 coordination on Juniper Square.
Learn more →Institutional access to energy tax credit opportunities sourced through aligned operating partners, with Viam providing oversight, reporting, and CFO level infrastructure throughout the life of the investment.
Learn more →Strategic Bitcoin allocation for institutional and HNW allocators — advisory, growth, yield, and mining vehicles under one roof.
Learn more →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-system connections, chart of accounts, controls, and reporting cadence — staged in our environment, audited, then yours.
TYPICALLY · 3–6 WEEKSMonthly close, real-time telemetry, board and investor reporting. The conversations that matter happen with the people who own the work.
ONGOINGStrategic check-in across capital, controls, and roadmap. Adjust scope, seat senior support where it's earned, 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 — applied with the precision of a firm that has stewarded capital for decades, not weeks.
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 Enterprise and Fund Administration divisions, partnering with operating companies and fund managers on institutional finance.
Previously CFO at Sandlot Partners; EY.
Partner
Leads the Private Wealth divisions — Family Office, Bitcoin, and high-net-worth advisory — serving principals and multi-generational families.
Previously Sandlot Partners; Firth Partners.