Precision Talent.
Scalable Infrastructure.

We embed elite financial and operational experts across both funds and portfolio companies—so you can focus on value creation while we build the systems that drive it.

About Us

At STOCK, we specialize in bringing together high-caliber financial and administrative talent to support private equity funds and their portfolio companies. Our mission is simple: de-risk investment decisions, streamline operations, and build scalable infrastructure that supports long-term growth.

We embed deeply within each organization we serve, delivering expert support across financial analysis, equity administration, compliance, recruiting, and more. Our team provides the operational horsepower that gives private equity leaders the clarity and confidence needed, to move faster, think bigger, and focus on what matters most.

Our Services
Financial Analysis
Deep financial reviews to support investment decisions, operational strategy, and portfolio oversight.
Competitive landscape research and market trend evaluations to inform positioning and growth.
Operational assessments to identify gaps, efficiencies, and areas for strategic improvement.
Diligence and modeling support to evaluate opportunities, assess risk, and project returns.
Talent sourcing for both private equity firms and their portfolio companies — from leadership roles to specialized support.
End-to-end operational support including document management, process optimization, and organizational oversight.
Cap table management, award tracking, and global equity management tailored for PE-backed companies.
On-demand support across administrative, scheduling, and operational needs.
Technical support and web infrastructure management to keep your digital presence running smoothly.
Comprehensive paid marketing solutions including Google, Meta, and retail media to drive growth, visibility, and measurable ROI.
Strategic content creation and channel management to build brand presence and engage your target audience across platforms.

How We Drive Value

Strategic Intelligence
We equip decision-makers with the data and insights needed to act decisively. From investment diligence to business, market, and financial analysis, we provide the foundation for smarter bets and stronger portfolio oversight.
People & Talent Infrastructure
Growth starts with the right people in the right roles. We help build out the operational core of PE firms and their portfolio companies by sourcing elite talent and providing flexible virtual assistance to keep things running.
Operational Execution
Our focus is execution, not consultation. Our team embeds into your operations to provide corporate administration, tech and web management, and marketing execution so your internal teams can stay focused on scale.
Equity & Compliance Management
Equity is one of the most powerful tools in your portfolio. We help manage it accurately, compliantly, and globally — giving you control, visibility, and peace of mind across every cap table.

We’re here to help

Fill out the form below to contact us. We’ll get back to you as soon as we can.