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Why Streamlined?

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Our Story

Streamlined was created by a group of former institutional investors and active CPAs who have started, consulted for, advised and worked for leading investment firms. The principals have worked on 50+ CFO mandates since 2018 for 30+ investment firms that have invested $1+ billion in capital.

Streamlined’s Excel templates help save General Partners a lot of time and effort, from forecasting cash flows to planning for expenses. Highly recommended for any investment firms seeking to improve their financial processes.

- VC Partner at Firm with $50+ million in AUM