Fund profile
Stage 1 Fund
Anaheim, United States
Not leading
About
Stage 1 Financial provides outsourced finance and accounting services for high-growth consumer brands, offering a full suite of solutions tailored to their needs. These include CFO advisory, financial planning and analysis (FP&A), accounting, tax, and transaction services such as capital raise support and due diligence. The company works closely with venture-backed startups in industries like food, beauty, and consumer products, helping them navigate complex financial landscapes while scaling rapidly. Known for its expertise in inventory management, retail, and omni-channel operations, Stage 1's CFOs focus on strategic guidance, cash flow optimization, and growth acceleration. Their team integrates deeply with client operations, acting as a crucial extension of in-house finance departments. With locations across Anaheim, Denver, New York, and Dallas, Stage 1 ensures hands-on support through a proven six-point model designed to build scalable financial architecture. Co-founded by Jeremy Triefenbach, the company emphasizes long-term partnerships, providing data-driven insights to help clients make informed decisions. Notable successes include collaborations with brands like Saie Beauty and The Lemon Perfect Company, where Stage 1 has been instrumental in driving growth and operational efficiency. Their approach allows businesses to focus on core growth initiatives while ensuring they remain investor-ready.
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