ARRIVAL CFO · FOR INVESTOR-VISA ENTRANTS
Your visa is approved. Now your U.S. company has to actually run.
In 2025 the SBA went back to disciplined underwriting — equity injection verified, cash flow proven, documentation clean.
If your books are spread across entities with related-party flows, your numbers can look unfinanceable even when the business is strong
YOUR FIRST 90 DAYS
DAYS 0–30
Entity & accounts setup · bookkeeping stack stood up
DAYS 30–60
13-week cash model · owner-comp & related-party policy
DAYS 60–90
Your first live dashboard · treasury parking plan
THE GAP
Immigration ends where operating finance begins.
An E-2 or EB-5 process touches formation, investment, job creation, and source of funds — then stops. You’re left to stand up bookkeeping, structure accounts, decide how to pay yourself across borders, and park capital you haven’t deployed yet. Most new owners improvise this, and the mistakes are expensive and hard to unwind.
FIXED-FEE · FIRST 90 DAYS
The US Operating Stack
Entity & accounts setup
A setup agenda for your entities and first bank accounts.
Bookkeeping stack
Clean books stood up from day one, not reconstructed later.
13-week cash model
Know your runway and timing before you spend.
Owner-comp & related-party policy
How you pay yourself across borders, documented.
Your first live dashboard
The cockpit, running from the start.
Treasury parking plan
Capital you haven’t deployed yet, held at third-party custodians.
Map your first 90 days with a real finance function.
THE HANDOFF
Your attorney handles the visa. We handle the finance.
Immigration and legal questions stay with your counsel; the operating finance, cash discipline, and treasury setup are ours. We work in English and Spanish, built in Miami for owners arriving from across Latin America and beyond.
Built for cross-border arrivals.
If you’re entering on a treaty-investor or EB-5 path and want the finance running from day one — not improvised in month six — this is where you start.