About


CoPeace Finance PBLLC (CoFi) provides financial consulting services to for-profit companies demonstrating positive social or environmental impact.


Advantages of CoFi

Empower clients through an array of financial services through a unique impact lens

Strengthens financial planning and marketing content, providing stakeholders with greater transparency, accountability, and confidence

Team approach provides burstable bandwidth and maximizes return

Work with a mission-aligned company


Services Offered

CoFi offers a wide range of services that can be combined to meet any organization’s needs. From specific projects to large-scale campaigns or rebranding efforts, CoFi can provide the necessary tools and expertise to meet your team’s goals.


C-Suite Support, including interim CFO/COO services
 
Financial modeling, burn rate & break-even analysis
 
Scenario planning & analysis
 
Implementing project management systems
 
Optimizing financial reporting systems and procedures

Organizational and operational strategies
 
Business Process Improvement
 
Capital raising strategies, equity crowdfunding strategy, setup and implementation, equity management, investor relations and communications
 
Integrating financial content with marketing materials
 
Inventory management, purchasing, and ERP systems

Plug-in Resources with Ultimate Flexibility

Fractional or Interim C-Suite Support
 
Customized solutions on a per-project or monthly retainer basis

Testimonials


"CoPeace and CoFi have helped us model and demonstrate and an incredible opportunity to tackle uncharted niches in the waste management industry” - Dan Levin, CEO, Advanced Sustainable Technologies
 
“The CoFi team condensed years of historical data into comprehensible financial models that our team can easily alter to more accurately forecast our profitability” - Brian Ratzliff, Basketball Travelers, INC
 
“The CoPeace team members have provided guidance that has been invaluable to our growth” - Jessica. O. Matthews, CEO, Uncharted


Have any questions for CoFi or its parent company, CoPeace?

CONTACT US

Pricing

Competitive rates available for customized solutions on a project, retainer, or hourly basis.

For business inquiries or quotes:

COFI INTAKE FORM

Our Team

CoPeace Finance offers a dedicated team with over 50 years of combined experience in a variety of finance and investment sectors, with unique knowledge across dozens of industries.