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Whether you’re a fund, investor, CPA firm, family office, or advisor, your clients trust you to help them win. We help you keep that trust—by identifying and solving the gaps that hold their businesses back.
Empowering your portfolio to
Supporting founders
grow, optimize, and exit.
beyond funding.
SELF -
DIAGNOSIS
This page might be for you if…
You’ve noticed teams struggling with hiring, execution, visibility, or scale
You want to provide your portfolio or clients with holistic, operational support beyond funding or core services
You care about accelerating outcomes—growth, revenue, exit readiness—not just writing checks
Take this easy 2-Minute Assessment →
You want to reduce friction and increase valuation across the board
You believe that better systems = better returns
COMMON PORTFOLIO
GAPS WE SOLVE
Financial Optimization
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Tax credits (R&D, investment-based)
Burn reduction & cash visibility
M&A & exit prep
Growth Support
Marketing strategy & lead conversion
Sales process audits & team support
Recruitment for key roles
Operational & Structural Readiness
SOPs & automation
Tech stack optimization
Legal, risk & compliance alignment
Keep you in the loop (you look like the hero)
HOW WE WORK WITH
REFERRERS & FUNDS
Recommend vetted partners or build a support team
Offer flexible models (agency, fractional, recruiting)
You refer the company (or client), we assess where their biggest gaps are across 8 critical areas. Then we:
Our incentive is aligned with results: the better the company performs, the stronger your relationship with them.
WHY THIS
MATTERS
When you send them to F28&Co, they get
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A structured, strategic partner who works across the business
Speed to execution with pre-vetted experts
More confidence and bandwidth to make smarter decisions
Founders don’t just need capital. They need clarity, capacity, and the right collaborators.
When you send them to F28&Co, they get
A structured, strategic partner who works across the business
Speed to execution with pre-vetted experts
A partner you trust to fill in the gaps
BRING F28&CO. TO
YOUR AUDIENCE
Looking to educate your portfolio, client base, or community? Fallon Scott, f28 & Co. founder, is available for
Keynote presentations (virtual or in-person)
Private fund webinars or executive briefings
Partner strategy sessions for CPA firms, family offices, and VC ecosystems
Featured & Upcoming Talks
Unlocking Value Creation: How Strategic Partnerships Drive Portfolio Performance
From Gaps to Growth: Unlocking Profitability Across 8 Key Business Areas
How CPAs and Advisors Can Expand Their Value With Strategic Referral Models
From Scalable to Scrappy: Leveraging Partnerships, Tax Credits & Tools to Drive Smarter Growth
Maximizing R&D Credits for Architects, Engineers & Builders” (EntreArchitect Podcast + Webinar)
Book Fallon to Speak
more holistically?
Ready to support your companies
Book a Portfolio Strategy Call →
Send Us a Client Referral →