holdfastcfo.com

Holdfast Partners provides fractional executive leadership and commercialization strategy for robotics founders working to move from prototype to profitable scale. The firm helps build the financial, operational, and sales foundations needed to ship, sell, and raise with confidence, recognizing that strong technology alone does not ensure a sustainable business.

Its services include financial forecasting, capital strategy, accounting systems, pricing and margin analysis, cash-runway planning, and fundraising support. Holdfast also advises on hiring, supply chains, inventory, systems integration, and compliance. Its sales leadership work helps companies develop teams, define markets and product positioning, structure compensation, and support business development and deal-making.

Engagements begin with a diagnosis of a company’s go-to-market, finance, and operational constraints, followed by tailored implementation and ongoing strategic advice. Holdfast works across robotics and automation, industrial and manufacturing, drones, transportation and logistics, agriculture technology, and other hardware-intensive sectors. The firm is led by Daniel Kirstein, a licensed CPA with nearly 20 years of experience spanning big tech and enterprise finance.