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V3 Plutus Partners | Financial Strategy Development, Cash Flow Projections, Board & Investor Relations

V3 Plutus Partners

Typically responds within 24 hours
FOUNDING YEAR
2024
NUMBER OF EMPLOYEES
2 - 5 employees
TRANSACTION EXPERIENCE
Series A-B fundraising
LOCATION
Carlsbad, California
SUPPORT
Dedicated Staff
V3 Plutus Partners
Your business is growing, but so is the mess behind the scenes... gut-based decisions, unclear numbers, and constant second-guessing. At V3 Plutus Partners, we help business owners like you make sense of the financial chaos, uncover what’s really driving (or dragging) your growth, and finally build a clear path forward. One grounded in numbers, guided by strategy, and aligned with the life you’re trying to create.

Clients who would be a good fit

Our ideal clients fall into two camps—Builders and Scalers.
Builders are owner-led businesses earning $750K to $3M, usually with lean teams of up to 20 people. They’re in that stretch of growth where things are working, but it’s hard to tell what exactly is driving success—or holding it back. They’re overwhelmed, short on time, and ready for someone to bring clarity, structure, and strategic guidance so they can make better decisions and reclaim their focus.

Scalers are established businesses earning $3M to $25M+ with leadership teams and 20 to 100+ employees. Their growth demands sharper tools, executive-level financial leadership, and strategic insight they can act on. They want leverage, data-driven decision-making, and a partner who can align financial visibility with the outcomes they’re targeting.

We work best with owners and leaders who are self-aware, coach-able, outcome-focused, and ready to align their financial strategy with the business and life they set out to build.

Clients who wouldNOTbe a good fit

If you thrive in chaos and resist systems, we’ll clash. If you demand support but ignore guidance, we won’t get far. If you micromanage every step, hoard information, or chase prestige with no intent to implement—we’re not your partner. Our work only creates real transformation when there’s trust, follow-through, and a shared commitment to progress.

Client Specialties

Industries V3 Plutus Partners doesNOTserve

Services Offered

Service Pricing

Monthly Retainer
$2,250 to $9,500
Quarterly Retainer
$6,750 to $9,500

Meeting Options

In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform

Industries V3 Plutus Partners doesNOTserve

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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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