Vessel Advisors

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Vessel Advisors is an Irvine, California-based Fractional CFO Services company. They specialize in Fractional CFO Services, Accounting, Financial Consulting, and Executive Search and were established in 2016.

Client Insights

Industry Expertise

Business services

30%

Construction

30%

Consumer products & services

10%

Manufacturing

10%

Non-profit

10%

Medical

5%

eCommerce

5%

Client Size Distribution

Small Business (<$10M) 15%

Midmarket ($10M - $1B) 85%

Common Project Size

$50K-$199K 1 project

$200K-$999K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
3 Reviews

Vessel Advisors were engaged by the Founder of Valtera, a litigation finance company with the challenge of securing long-term financing and revamping their accounting practices. Prior to Vessel's involvement, the financing constraints had limited Valtera's ability to fund the number of cases it desired. Valtera initially had concerns about seeking external financing support due to past rejections and feared another disappointment. Vessel Advisors’ support proved to be transformative, giving them insight into why they had been unsuccessful in securing financing previously.

Vessel Advisors embarked on a mission to correct and mitigate these issues and their problems were promptly addressed. The team helped secure low-cost bank financing that significantly reduced the cost of capital to a fraction of what it was. Additionally, the financing package secured was double what Valtera initially anticipated. This turnaround, orchestrated by a team of 2 to 5 employees from Vessel Advisors, significantly boosted Valtera's operational capacity.

Valtera's experience with Vessel Advisors generated a substantial impact on the company's overall effectiveness. Apart from securing the necessary capital, Vessel also enabled the adoption of financial best practices within Valtera. The outcome of the project has left Valtera in a healthier operational state, with the bank content and the owner having the liberty to pursue more qualified deals. Valtera's engagement with Vessel Advisors transformed their financial position, propelling the company towards much-desired growth.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0