Financial intelligence for strategic decisions
Buy-side due diligence and fractional CFO services for investors and early-stage companies in education, workforce, and AI.
I help investors test the numbers behind a deal, and help founders build financials ready for a fundraise, a sale, or the next board meeting.
đź“… Book a 30-minute intro call: Calendly
How I Can Help
âś” Buy-Side Due Diligence
For investors and acquirers evaluating a company in education, workforce, or AI. You walk into your investment committee with a quality-of-business view built on evidence, and a commercial read on whether this is a durable business.
âś” Fractional CFO
For early-stage companies heading into a fundraise, a sale, or a stretch of growth that needs real financial footing. Having sat on the buy side, I build your numbers the way a diligence team will read them, so when someone looks closely, everything checks out.
Across both, the method is the same: start from source data, reconcile until the numbers are trustworthy, then use them to answer the business question at hand.
Who I Work With
Investors and acquirers
Private equity, venture, and strategic buyers active in education, workforce, and AI. You have a deal in motion and a data room full of exports that don’t quite reconcile. I get you to numbers you can take to your committee, on your deal timeline.
Mid-deal and short on time? Email me directly at lisa@miracle-education.com.
Founders and operators Early-stage companies in education, workforce, and AI, often somewhere between first revenue and Series B. You have customers, contracts, and a CRM that don’t yet tell one story. I build the financial foundation, then help you use it: for a raise, a board meeting, or a hard call about where to grow.
About
Lisa Yuan is a financial and strategy advisor providing buy-side due diligence and fractional CFO services to investors and early-stage companies in education, workforce, and AI.
Her work starts with the raw records of a business: the CRM, the invoices, the contracts. She reconciles them into a single database that connects different data sources and a financial model that holds up in a fundraise, a board meeting, or a deal.
Lisa spent ten years across finance and strategy before going independent. She trained in deal advisory at KPMG and Deloitte and is a California CPA. As a Senior Principal at Tyton Partners, she led strategy and commercial due diligence projects across the education market. Today she runs her own firm, so she sits where her clients sit: the numbers she builds are meant to answer the questions a CEO actually faces. Should we raise now? What is this company really earning? Is this a business worth buying? She holds an MBA from Northwestern’s Kellogg School of Management, a Master of Accounting from Michigan Ross, and dual bachelor’s degrees in economics and psychology from Peking University.
If you have a deal to evaluate or numbers to put in order, let’s talk.
Book a 30-minute intro call: Calendly
Email: lisa@miracle-education.com