R² Consulting Partners

Services

Senior leadership and hands-on support when the stakes are high.

R² Consulting Partners works with investment funds, lenders, founders and mission-driven organizations navigating growth, leadership transition or a consequential strategic decision.

01

Interim & Fractional Executive Leadership

Step into CIO, Chief Lending Officer, COO or senior advisory roles to lead teams, maintain momentum and strengthen decision-making during periods of transition, growth or organizational change.

02

Investment Strategy

Help funds and mission-driven organizations evaluate opportunities, strengthen investment committee decision-making, improve transaction and portfolio processes, and develop capital strategies aligned with both mission and financial objectives.

03

Lending & Credit

Build or strengthen lending functions, from underwriting and credit policy to portfolio oversight, team development and the systems required to manage risk effectively.

04

Strategic Finance & Operations

Give leaders a clearer view of performance, cash flow and the decisions ahead through integrated projections, operating plans, dashboards, organizational design and hands-on implementation.

05

Founder & CEO Advisory

Serve as a trusted thought partner to leaders navigating capital decisions, growth, team structure, financial planning and the constant tradeoffs of building an organization.

Engagements range from focused strategic projects to ongoing advisory and interim executive leadership.

Representative Engagements

A closer look at how we work

Four representative engagements. Open one to see what R² stepped in to do and what changed.

Interim Chief Investment Officer

01

Impact Investment Fund

Situation

A sudden leadership transition left the fund without an investment lead, right as it needed to keep closing deals and reassure investors the pipeline was in steady hands.

What R² Stepped In To Do

Robyn led the investment team, presented to the investment committee, took over active transaction reviews, and rebuilt the investment process so decisions were faster and better documented, while helping recruit permanent investment leadership.

Result

The pipeline kept moving without interruption, and the fund handed off to permanent leadership with a stronger, more scalable investment operation in place.

Interim Chief Lending Officer

02

Nonprofit Lender

Situation

A nonprofit lender needed to strengthen its lending discipline and credit standards without slowing down the borrowers depending on it.

What R² Stepped In To Do

Robyn managed the lending team day to day, overhauled the underwriting process, and refined credit policy while keeping close oversight of the existing portfolio.

Result

A more disciplined, better-documented lending function, with the team fully equipped to sustain it after the engagement ended.

Ongoing Strategic Finance & CEO Advisory

03

Growing Small Business

Situation

A growing small business needed a clearer view of profitability, cash flow and liquidity, and a more disciplined way to make decisions about compensation, spending and borrowing.

What R² Stepped In To Do

R² built integrated monthly P&L and cash-flow projections, translated revenue seasonality and collection timing into a practical liquidity plan, and created decision tools for evaluating growth, compensation and borrowing scenarios.

Result

Clearer visibility into upcoming cash needs and an operating plan leadership can actively manage. The engagement has evolved into ongoing CEO advisory as actual performance and priorities change.

Chief Operating Officer

04

Venture-Backed Fintech

Situation

A venture-backed fintech was growing fast but had outgrown its own operations: financial planning, investor reporting, and internal infrastructure hadn’t kept pace with the business.

What R² Stepped In To Do

Robyn stepped in as COO, building out financial planning and investor reporting processes and putting the operational infrastructure in place to support the next stage of growth.

Result

A company that could scale with confidence, with the systems, reporting, and operating rhythm to match its growth trajectory.

Facing a pivotal moment?

Whether you’re navigating leadership transition, building an investment or lending function, raising capital, or preparing for your next stage of growth, R² Consulting Partners can step in with experienced leadership and hands-on execution.

Let’s Talk robyn@r2consultingpartners.com