Phoenix Strategy Group
Phoenix Strategy Group runs full-stack finance and revenue operations for founder-led companies — fractional CFO, M&A, and investment banking across a book of 240+ portfolio companies. Client financial and revenue data sat in disconnected systems, so every reporting question became a manual export.
- Built the firm's data engineering practice from nothing — ETL pipelines, data warehouses, and the analytics and dashboard layer that now appears in their service catalog.
- Wrote the source-system connectors — HubSpot, Salesforce, Square, Zoom, and custom REST and webhook integrations — consolidating fragmented client systems into a single queryable revenue model.
- Delivered a multi-tenant backend rewrite for a health-tech client platform, including tenant isolation and access control.
- Productized the AI work into a sellable line: voice and CRM automation, white-labeled sales intelligence, and autonomous lead-generation agents.
- Data engineering is now a standing service line at the firm — pipelines, warehousing, analytics, and dashboards.
- Led the firm's first open-source release.
- Moved a fractional CFO practice into shipping AI products.
- Negotiated the AI practice's commercial terms with the managing partner: monthly retainer plus 60% of net revenue.