Run With Control
Operating partner to services firms and investors.
We help organizations run better. With control and confidence.
Insight
Beyond consulting. Closer to the business.
We partner with services firms and investors to improve performance and how decisions get made.
Through hands-on operating support, rooted in data, systems, and real-time insight, we help businesses run with greater control and clarity.
From day-to-day operations to transactions and value creation, we support the moments that define performance.
F&FC supported Tonka Bay Equity Partners in its recent investment in CAMP Digital, advising the pre-investment diligence process.
When it matters.
Growth creates
complexity
We bring structure and control so the business can scale without breaking.
Performance is inconsistent
We work directly with
leadership to understand
what’s happening and what to do next.
Preparing for transaction
We position the business as scalable and investor-ready.
Better operations start with better decisions.
Executive Companion is an AI-powered strategic operating partner built for services businesses.
It helps leadership teams plan ahead, think through decisions, and understand where the business is headed.
By connecting pipeline, delivery, resourcing, and financial performance into a shared operational model, Executive Companion creates one connected view of the business across your operational systems.
Ask questions, test scenarios, and understand what happens next - without pulling reports or stitching data together.
Our CEO & Founder, Dave Valliere, recently sat down with MarTech360 to discuss the hidden operational constraints that hold growing firms back.
Form & Function is a proud Kantata partner
As an Approved Advisor, we are an expert partner offering services including implementation, configuration, and strategy for companies using Kantata SX (formerly Kimble) or Mavenlink to improve project management, resource allocation, and financial tracking.
Ready to scale smarter, perform with precision, and unlock growth?
Seeking a strategic partnership or have a specific project in mind? We’re here to listen and are eager to explore how we can collaborate with you and help you achieve your goals.