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CFGI
Enterprise Software
CFGI is a Boston-based financial consulting firm providing accounting, financial reporting, and transaction advisory services to companies navigating complex financial events like IPOs, mergers, and audits.
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CFGI, whose name derives from its origins as "Capstone Financial Group," was founded to provide specialized outsourced and advisory accounting and financial reporting expertise to companies facing complex, often episodic financial events that require deep technical accounting knowledge not always available or cost-effective to maintain as a full-time in-house function, such as preparing for an initial public offering, executing a merger or acquisition, implementing new complex accounting standards, or navigating a challenging financial statement audit. The firm's consultants, often including former public accounting firm auditors and technical accounting specialists, work alongside a client's existing finance and accounting team on a project basis to help navigate these complex, high-stakes financial events. CFGI's service offerings span technical accounting advisory, helping companies properly apply complex and frequently updated accounting standards such as revenue recognition and lease accounting rules; transaction support services for mergers, acquisitions, and divestitures, including financial due diligence and purchase accounting; and broader outsourced accounting and finance function support for companies, including many venture-backed and private equity-owned businesses, that need sophisticated financial reporting capability without building out a fully staffed internal accounting department, particularly relevant for companies preparing to go public or otherwise significantly scale their financial reporting rigor. The firm has built a substantial private equity and venture capital-backed client base, given how frequently portfolio companies owned by these investors face the kind of complex, transaction-driven accounting events that CFGI specializes in supporting. CFGI operates as a professional services firm rather than a software or technology company, competing with the advisory and transaction services arms of large accounting firms, sometimes called the "Big Four" and other major accounting networks, as well as other specialized boutique financial consulting firms serving similar transaction-driven and technical accounting advisory needs.
FOR QUALIFIED INSTITUTIONAL AND ACCREDITED INVESTORS ONLY: Under federal securities laws, private market investments on this platform are available exclusively to Institutional and Accredited Investors. Verification of status required before investing. Private investments involve significant risks including illiquidity, potential loss of principal, and limited disclosure requirements. "Augment" refers to Augment Markets, Inc. and its affiliates. Augment Markets, Inc. is a technology company offering software and data services, not a bank or financial institution. Cash Accounts are provided by Modern Treasury Corp. financial institution partners and through Augment's technology. Augment does not act as a money services business, provide money transmission, or serve as a custodian of funds. Funds held in your Cash Account are not FDIC insured unless expressly disclosed. Full terms available in the Augment Cash Account Agreement. Brokerage services are offered through Augment Capital, LLC, an affiliated broker-dealer and member FINRA/SIPC. "Investment accounts" are not brokerage accounts and do not hold customer funds or securities. Investment advisory services are offered through Augment Advisors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Neither Augment Advisors, LLC nor Augment Capital, LLC provide legal or tax advice; consult your attorney or tax professional regarding your specific situation. For additional information, please refer to Augment Advisors, LLC's Form ADV Part 2A (Firm Brochure) and FINRA BrokerCheck.
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