About Us

Streamlined provides institutional-quality CFO templates for venture firms. Designed by CFOs, institutional investors and CPAs.

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 for since 2018 for 30+ investment firms that have invested $1+ billion in capital.