G2

Sophia M.

Director of Lending Operations

Financial Services

Small-Business (50 or fewer emp.)

7/23/2026

"Exceptional Outsourced CFO Support for Confident Lending Decisions"

5/5

What do you like best about K-38 Consulting?

As Director of Lending Operations at Moretti Private Capital, maintaining rigorous oversight over our portfolio transactions and loan compliance requires top-tier financial expertise. K-38 Consulting has been an exceptional financial advisory partner for our team. Their outsourced CFO services and strategic financial modeling have significantly improved our portfolio tracking and debt covenant monitoring. The depth of their financial analysis, clarity in reporting, and speed during capital deployment evaluations allow our operations team to make well-informed lending decisions with complete confidence. Review collected by and hosted on G2.com.

What do you dislike about K-38 Consulting?

While their financial forecasting and advisory work are exceptionally thorough, initial onboarding and custom report setup required a bit more structured intake coordination than anticipated. Having more standardized self-service client dashboard templates for real-time covenant tracking would further streamline ongoing communication. Review collected by and hosted on G2.com.

Recommendations to others considering K-38 Consulting:

s oversight over our portfolio transactim Review collected by and hosted on G2.com.

What problems is K-38 Consulting solving and how is that benefiting you?

Prior to partnering with K-38 Consulting, our primary operational friction was managing complex financial auditing and fractional CFO responsibilities across multiple fast-growing portfolio entities simultaneously. K-38 Consulting completely resolved this bottleneck. By providing expert outsourced financial leadership and standardized reporting frameworks, they reduced our operational review cycles by over 35%. This enables our private capital team to scale lending operations, minimize risk, and maintain optimal portfolio health. Review collected by and hosted on G2.com.