About CapitalBaseline
Financial expertise dedicated to building sustainable business foundations
Our Mission
CapitalBaseline exists to prevent the countless business failures caused by premature scaling. We believe that sustainable growth begins with crystal-clear financial baselines, not aggressive expansion funded by hope and capital.
Since our founding in 2020, we've helped over 200 companies establish the financial foundations necessary for intelligent, sustainable growth. Our approach combines rigorous financial analysis with practical business strategy to ensure companies scale when they're truly ready.
Our Core Values
Financial Integrity
We prioritize honest assessment over optimistic projections
Clarity First
Complex financial concepts delivered in understandable terms
Sustainable Growth
Long-term viability over short-term vanity metrics
Partnership Mindset
Your success is our only measure of achievement
Meet Our Team
The financial strategists helping businesses build foundations for lasting success
Sarah Martinez
Founder & CEO
Sarah founded CapitalBaseline after experiencing firsthand the consequences of premature scaling. With 15 years in venture capital and startup finance, she specializes in capital readiness frameworks and helping founders avoid common growth pitfalls.
Jennifer Kwan
Chief Financial Officer
Jennifer brings two decades of CFO experience across SaaS and e-commerce sectors. She leads our financial baseline assessments and has helped establish unit economics frameworks for over 100 companies preparing for Series A funding.
Marcus Thompson
Director of Capital Strategy
Marcus spent 12 years at leading investment banks before joining CapitalBaseline. He specializes in capital structure optimization and helping businesses understand when they're genuinely ready for institutional investment versus when they need more development time.
Alicia Ramirez
Senior Financial Analyst
Alicia leads our financial modeling and scenario planning initiatives. Her expertise in cash flow forecasting and burn rate analysis helps clients understand their runway and make informed decisions about growth timing and capital deployment.
David Park
Head of Client Success
David ensures clients successfully implement the baseline strategies we develop together. With background in both consulting and operational finance, he bridges the gap between financial recommendations and practical execution in fast-moving business environments.
Ready to Work Together?
Let's assess your financial readiness and build a foundation for sustainable growth.
Schedule Consultation