Upward Insights | Management Team CEOs Need

Management Team for Growing Businesses

We are a management company with Finance and Operations at the core of our expertise. Our team embeds inside of our clients' businesses and actively helps them:

  • Scale efficiently

  • Increase Profits & Valuation

a uniquely structured service offering

Departments-as-a-Service

team that actively works inside of your business every day ... the difference is you don't come to us when you need something, we're already inside

Fundraising | M&A

solutions that help manage equity, raise capital and build wealth for owners and employees

Accounting & Finance

solutions to manage cashflows, provide insights, and improve profits

HR & People Ops

solutions to recruit and keep employees happy, trained, and performing at a high level

Operations

solutions that turn the business into a well-oiled and organized machine

Tax & Compliance

solutions that keep the IRS, authorities and lawsuits at bay ... unfortunately, it's a must now

Our Clients

the defining characteristics our clients normally share

Technology

we help software and tech companies manage unit economics and drive toward profitability

Investor Funded

we help investor-backed companies raise and manage capital while driving valuation increase

High Growth

we help manage the fast paced operations of companies scaling both customer and employee counts

Our Leadership Team

highly technical finance pros working with our client CEOs on a daily basis

Founder | Advisor & CFO for growth and scale

Luis Lomanov

Director of Fin Ops & Reporting

Makayla Mitchell, CPA

Platform for Solutions

Our website is designed as a resource platform to help CEOs and business managers get access to strategies, tools, and guidance to solve problems.