Strategic Finance, Built ​for the Climb.
​​​Lone Peak Consulting Partners helps venture & PE-backed SaaS & AI businesses turn financial complexity into strategic clarity.
Grounded in disciplined planning and sharp analytics, we equip companies with the tools, insights, and infrastructure needed to scale with confidence and reach their next summit.
Grounded in Numbers. Geared for growth.
We are a strategic finance and operations advisory firm purpose-built for high-growth SaaS and AI-driven companies. We understand the pace, pressure, and precision required by venture and private equity-backed organizations — where capital efficiency, data-driven decisions, and investor readiness aren't optional, they’re expected.
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Our approach blends deep operational finance expertise with a practical, builder’s mindset to help companies establish scalable financial infrastructure and unlock value at every stage of growth.
​Clear Strategy. Long-Term Results.
​We specialize in three core service areas:
Management Reporting, Budgeting & Forecasting, and Financial Analysis. Whether you're launching your first annual planning process, preparing for a fundraise, or optimizing your product unit economics, we bring hands-on experience from within PE-backed SaaS businesses.
Our work includes building automated KPI dashboards, aligning headcount and resource planning with strategic priorities, and delivering investor-grade models and reporting packages. At Lone Peak, we don’t just analyze — we equip leadership teams to operate with greater clarity, discipline, and confidence.
Our Process
At Lone Peak Consulting Partners, we believe world-class strategic finance isn’t built through one-off deliverables—it’s created through an ongoing partnership that continuously strengthens your data, your decisions, and your operational performance. Impact requires context, depth, and continuity, which is why retainer-based relationships allow us to truly learn your business and deliver sustained value over time.
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Our process is designed to meet you where you are and elevate your financial and operational maturity step-by-step.
Discovery & Learning
Very engagement begins with understanding your business from the inside out—your product, customers, systems, data, and financial model.
Implementation
With clarity established, we build the infrastructure required to run the business with precision—your data foundation and core reporting engine.
Utilization
Once the foundation is live, we apply it—powering planning, modeling, and decision-making across the organization.
Iteration & Optimization
As your business evolves, we continuously refine and expand the tools, data, and processes that support it.
Testimonials
See What Others Are Saying
★★★★★
"In my career across Morgan Stanley, a $15B hedge fund, and top growth equity backed businesses, Reece is hands down the best financial modeler I have ever worked with. He builds models and reporting packages from first principles, and does so with scale in mind.
He has phenomenal ability to make complex accounting and data setups simple, and sets up his stakeholders for continued success."
Jeff Berry
CFO, BlueWave, LP