Overview
5th Line Capital is a leading advisory firm specializing in providing vertically-focused solutions for growth-stage companies. Established in 2018 and headquartered in Boston, Massachusetts, the company offers tailored services aimed at optimizing financial operations, strategic planning, and transaction advisory, with a specialization in raising non-dilutive capital. The firm prides itself on strategic guidance and cash management solutions designed to empower their clients.
Services Offered
5th Line Capital's comprehensive suite of services includes:
- Venture Debt Consultancy: Leveraging a robust network of over 200 banks and private credit funds, 5th Line provides non-dilutive capital solutions that support growth-stage companies between funding rounds, minimizing the need for equity dilution.
- CFO & Advisory Services: The company offers experienced financial leadership to guide financial strategy and forecasting, ensuring strong growth trajectories.
- Financial Operations: Focused on enhancing existing finance teams, this service streamlines financial reporting and systems to enhance performance.
- Investment Advisory: Offers insights into venture investment strategies with a focus on market trends and opportunities.
- Growth & Strategy Development: Advises on go-to-market strategies and market expansion for companies aiming to scale rapidly.
- Industry-Specific Solutions: Provides tailored services across various industries including Health & Wellness, Biotech, Consumer Goods, and Fintech.
- Finance and Compliance Expertise: Expertise in financial modeling, cash flow strategies, and capital raise preparation.
Leadership Team
- James Turner, Founder & CEO: James oversees day-to-day operations and executes firm strategy, ensuring active involvement in client engagements to secure favorable financing terms.
- John Leverett Moffitt, Co-Founder & President: John plays a critical role in executing growth strategies and has been instrumental since the company's inception.
- Scott Williams, CPA, Managing Partner, Financial Services: With a strategic finance background, Scott oversees financial service offerings, adapting to the evolving needs of clients.
- Chandler Minaldi, SVP of Growth: Oversees growth initiatives, focusing on strategic expansion and development.
- Greg Blount, Director of Venture Debt: Manages the venture debt division, crafting innovative debt solutions for clients.
- Val Zinchenko, Head of Technology: Supervises the technological framework supporting financial services.
- Florencia Fustinoni, Vice President, Client Operations: Drives revenue opportunities and manages client operations with a focus on business development.
Recent Developments
On February 11, 2025, 5th Line Capital launched new solutions and expanded services to better meet the financial needs of growth-stage businesses for the year 2025. This initiative reinforces their standing as an industry leader in providing tailored financial solutions.
Notable Clients and Testimonies
Aidan Foley, CEO of True Digital Surgery, praised the proactive involvement of James Turner, CEO of 5th Line Capital, in securing multiple funding sources and favorable financing terms, underscoring the firm's commitment to client success.
Contact Information
- Address: 265 Franklin St. Suite 1702, Boston, MA 02110
- Email: [info@5thline.co](mailto:info@5thline.co)
5th Line Capital remains a forefront financial advisory firm, dedicated to empowering growth-stage enterprises through innovative, customized financial solutions and strategic advisory services.
Strategic Positioning
5th Line Capital stands out due to its client-centric approach and focus on tailored solutions that address both current and future business needs. This strategy, combined with industry-specific expertise, positions 5th Line as a preferred partner for companies in need of strategic growth and capital assistance.
Resource Platforms
The 5th Line Exchange is a valuable resource initiative, offering access to a network of qualified service providers within the ecosystem, thus enhancing the firm's value proposition by facilitating connections that bolster operational and financial success for clients.
