The Architecture of
Fiscal Authority.
Marshall Strategies delivers institutional-grade financial leadership to growth-stage, middle-market, and investment-focused organizations. Our services are tiered to scale with organizational complexity.
Begin ConsultationCapital Structuring
PPM design, waterfall logic, and institutional modeling.
SEC Reg. D
Automated 506(b)/(c) workflows and investor verification.
CFO
Services
Strategic leadership for fund managers and growth-stage enterprises requiring institutional-grade capital structuring.
- Capital Structuring: PPM design and investor waterfall logic for complex fund structures.
- M&A Advisory: Buy-side and sell-side due diligence with institutional precision.
- Financial Modeling: Long-term institutional asset forecasting and scenario analysis.
Accounting
Management
High-precision operational accounting focused on audit readiness and cross-entity treasury management.
- Accrual Systems: Complex multi-entity GAAP-compliant bookkeeping and reporting.
- Treasury Oversight: Integrated cash flow and liquidity management across entities.
- Audit Readiness: Year-round preparation for external institutional audits.
Capital Compliance
Institutional Safeguarding.
Our dedicated compliance arm operates at the intersection of financial rigor and regulatory law. Through our Capital Compliance Division, we manage Regulation D 506(b)/(c) SEC filings, investor documentation, and SPV structuring with full legal oversight.
SEC 506(b)/(c)
Automated filing workflows and accredited investor verification systems.
- + Form D Filing
- + Investor Verification
- + Bad Actor Checks
SPV Management
Structural oversight for Special Purpose Vehicles and side-car funds.
- + SPV Formation
- + Registered Agent
- + Annual Reports
Ready to architect your
financial infrastructure?
Schedule a confidential consultation with our team. We'll assess your compliance landscape and outline a path to institutional-grade financial operations.
8735 Dunwoody Place
STE 11385
Atlanta, GA 30350