Vision
We partner with leaders across sectors and stages, providing fractional CFO and strategic finance advisory to forward-thinking organizations seeking to build lasting value.
Our clients include founders, investors, small and mid-sized companies, nonprofits, and established organizations - united by commitment to purposeful growth.
With grounded insight and financial rigor, we help leaders bring clarity and discipline to growth - turning complexity into confident, aligned decisions.
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Financial Clarity
Strategic FP&A partnership
Financial model development and overhauls
Cash flow and liquidity forecasting
Unit economics and cost driver analysis
KPI and reporting infrastructure
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Strategic Growth
Go-to-market and pricing strategy
Capital deployment, M&A, and inorganic growth strategy
Growth and scenario planning
Financial systems implementation and integration
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Capital Readiness
Capital structure optimization
Sale and fundraising preparation
Lender reporting and covenant compliance
Board and investor materials and data-room support
Leadership
Neel Gupta
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Neel is an experienced finance professional with a decade of work across consulting, private equity, and investment banking. He has supported teams in climate technology, hardware, energy, infrastructure, real assets, real estate, and the nonprofit sector - helping organizations strengthen financial clarity and long-term value.
Before founding Zirkel Strategies, Neel served as Vice President of Strategic Finance at PVG, advising clients launching new products and ventures focused on climate and economic inequality. He previously worked in private equity at ERA Partners, where he led investment theses, sourcing, execution, and portfolio management across infrastructure and real assets. Neel began his career in the restructuring group at Houlihan Lokey, focusing on distressed M&A and special situations in the energy sector.
He founded Zirkel Strategies to bridge strategic finance and mindful leadership - supporting companies that aim not only to grow, but to grow with purpose.
Neel earned a BBA in Finance with honors from the University of Texas at Austin. He enjoys time in the wilderness, community-building, volunteering and empowering individuals with disabilities, and sharing his yoga and meditation practice. He resides in Steamboat Springs, Colorado.
Let’s Shape What’s Next
Email:
neel@zirkelstrategies.com
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