About OpsFi
Built by the people who did this work at the biggest firms,
now they just do it better and faster.
Thebestfinancialadvicehasalwaysgonetothelargestcompanies.WebuiltOpsFitochangethat.Seniorpractitioners.Institutionalstandards.Builtforthebusinessesthatneeditmost.
The Problem We Solve
Small and medium businesses have always deserved better than they got.
The world's leading advisory firms do exceptional work. They also charge fees that put them out of reach for the businesses that arguably need them most — the growing company preparing for its first institutional raise, the founder approaching a once-in-a-lifetime exit, the fund manager building efficient and lean operational infrastructure.
OpsFi was founded to close the gap. We take the analytical rigour, the professional standards and the depth of experience of a Big 4 firm and deliver it at a scale, speed and a reasonable price point that works for small and medium businesses. We are not a cheaper version of something else. We are the right thing, built for this market.
United States
United Kingdom
South Africa
How We Work
State of the Art Tools. Human Judgment Where It Matters.
AI-Augmented Analysis
We use frontier AI models to accelerate data processing, document review and preliminary analysis — compressing timelines without compromising depth.
Faster. Not Reckless.
Technology accelerates the work. It does not replace the practitioner. Every output is reviewed, interrogated and signed off by a senior professional who owns the result.
Expert Judgment Reserved
The interpretation, the risk assessment, the recommendation to a board or investment committee — these require judgment that only comes from experience. That is not automated. That is us.
What We Stand For
Our Principles
Senior Delivery
Every client engagement is led by a senior practitioner. Work is not delegated to juniors to learn on the job at your expense.
Precision Over Volume
We take on fewer clients than we could. That is deliberate. Every engagement receives the full attention it deserves.
Institutional Standards
The quality of our work is measured against what a credit committee, investment committee or board would demand — not what passes a standard audit.
Honest Commercial Alignment
Our interests are aligned with yours. We charge for work delivered, not time spent managing a relationship. No inflated teams, no unnecessary scope.
Regional Depth
We deeply understand the regulatory context, the capital markets and the business culture of the United States, United Kingdom and South Africa.
Built for the Future
From digital asset accounting to AI-native financial reporting, we invest in the capabilities today that our clients will need tomorrow.
The Team
The Lead Team
Frank Lin
CFA, CA(SA), CPA
Head of Advisory
Chartered Financial Analyst and ex-Deloitte Chartered Accountant with a computer science background. 9+ years spanning audit, asset management, data analytics, tokenomics and digital forensics across financial services and technology.
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Greg Tomaselli
CA(SA)
Co-Founder & CEO
Ex-Deloitte Chartered Accountant with 10+ years of experience across M&A, corporate finance, restructuring and venture funding. Holds strong relationships with leading investors and lenders.
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Edward Hatfield
ACA
Director & CFO
Highly experienced CFO with 15+ years in the role across private equity-backed businesses and private lending institutions. Has scaled companies to 100+ people and brings board-level financial leadership to every engagement.
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Sol Ferreira
CA(SA)
Head of Operations
Ex-KPMG Chartered Accountant with 7+ years of experience across technology, telecoms and e-commerce. Oversees OpsFi's operational delivery, finance function and client reporting infrastructure.
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Lauren Son
CA(SA)
Head of Accounting
Ex-EY Chartered Accountant with 7+ years of deep technical accounting expertise. Lauren leads OpsFi's accounting team, bringing precision and rigour to every client's books — from month-end close and management accounts through to audit preparation and financial systems design.
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David Grieve
CA(SA)
Deal Support & Diligence Lead
Ex-Deloitte Chartered Accountant with 8+ years of audit and financial advisory experience. David leads OpsFi's financial due diligence and deal support work, bringing deep technical rigour to diligence, valuations and deal-critical analysis.
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Where We Operate
Three Regions. One Standard.
United States
New York · Charlotte · Austin · San Francisco
United Kingdom
London · Manchester
South Africa
Cape Town · Johannesburg
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