Capital Strategy and Financial Leadership Built to Institutional Standards.
Fractional CFO services, debt advisory, and financial modeling for venture-backed companies, middle-market firms, and operators navigating capital structure decisions.
Institutional-Grade Financial Execution
With over a decade in venture debt and middle-market lending, we help companies evaluate financing options, prepare lender packages, and negotiate debt facilities. Engagements include refinancing preparation, capital structure analysis, lender relationship management, and credit committee-ready financial materials.
Three-statement operating models, multi-scenario forecasts, and valuation analysis built to the standard credit committees and investment committees expect. Common deliverables include 13-week cash flow forecasts, 24-month operating plans, capital raise models, and acquisition analysis.
Financial advisory and CFO support for Japanese companies expanding to the US market and US firms with Japan exposure. Bilingual capability, presence in both markets, and direct experience with the financial requirements of cross-border operations.
Senior financial leadership for scaling companies and middle-market firms between full-time CFO hires. Engagements include board reporting, lender and investor communications, financial planning, and oversight of accounting and reporting functions. Available on fractional or interim basis.
Strategic Financial Modeling
Capital Strategy & Debt Advisory
Fractional CFO & Strategic Leadership
US-Japan Cross-Border Advisory
Kevin Beard, CFA
Kevin Beard, CFA, founded Takumi Metrics in 2026 after 15+ years across commercial banking, restructuring, and asset management.
His restructuring background includes three years as a Managing Consultant at Berkeley Research Group, where he advised debtors, creditors, and equity investors across engagements ranging from middle-market workouts to Chapter 11 cases involving multinational industrial companies. Engagements included waterfall analysis, going-concern and liquidation valuations, and 13-week cash flow management for distressed borrowers. His commercial banking experience includes 10 years across venture debt and middle-market lending, supporting VC-backed technology and life sciences companies as well as middle-market businesses across industries. Earlier in his career, he was an investment research analyst monitoring tactical asset allocation models across $700 million in assets.
Kevin earned the CFA charter in 2014. He is bilingual in English and Japanese and divides his time between Charlotte and Tokyo.
Most fractional CFOs come from accounting backgrounds. Kevin works from the lender's perspective, with particular fit for situations involving capital structure decisions, lender relationships, and complex financing.
Get in Touch
To discuss an engagement or explore whether Takumi Metrics is the right fit, please reach out directly.
Email:info@takumimetrics.com
Direct inquiries are typically reviewed within 1-2 business days.