Your business has grown.
Why does every question still end up with you?

Get hands-on finance and operating support from someone who’s been responsible for the work, too. I’ve spent 15+ years inside businesses, owning financial plans, leading integrations, and turning strategy into execution.

Today, I work directly with founders to bring that experience to their next stage, whether that means managing growth or preparing for a sale.

My experience includes

Tanya was my business operations lead as we built and scaled Credit Karma’s insurance business from 0 to more than $100 million. She was remarkably versatile, bringing grit and sound judgment to everything from operating reviews and strategy to financial modeling and M&A. Tanya’s ability to master a complex domain, raise the quality of the work around her, and lead as a trusted teammate made her a tremendous asset to our business.

Rory Joyce, GM of Insurance at Credit Karma & Founder of Cover Hound

We hired Tanya to rebuild our startup's pitch deck. Despite our very nuanced market and technology, she quickly revealed her insights and research in the reworked presentation. Now, the investor deck is concise, easier to follow, very professional, and tells our story in a way investors can better understand. Additionally, Tanya works fast and efficiently!

Nathan Bair, CEO and Founder of CytoCT and 2x Founder

Select list of current clients

Hi, I’m Tanya.

I know what it means to be responsible for making the plan work.

I’ve spent 15+ years at Morgan Stanley, BlackRock, and Credit Karma, leading financial planning, integrations, and operational decisions. I earned my MBA from Chicago Booth.

Since founding PurInsights, I’ve helped founders improve profitability, strengthen financial visibility, and prepare their businesses for what’s next—including growth, transition, and sale.

I founded PurInsights to give founders hands-on financial and operational support they can trust. I work directly with you and your team to turn plans into progress.

Support built around your next inflection point

Understand what needs attention

Numbers, processes, decisions and gaps.

Get the right foundations in place

Systems, financial models and diligence preparation.

What is the data telling you?

Business drivers and a defensible growth story.

Keep the work and people moving

Team ownership, advisers, QoE and banker follow-up.

Is your business ready for this?

A good fit if

You need a clearer view of performance.

You’re carrying too much yourself.

You’re approaching fundraising or a sale.

You want an experienced involved partner.

Not the right fit if

Need bookkeeping or tax preparation alone.

You’re still validating your business idea.

You want recommendations without changing how things work.

You need someone available full time.

Let’s put the right support in place

Work directly with me through an ongoing monthly partnership or focused hourly support for a specific need.

Monthly Partnership

$5,000–$10,000 / month

For founders who need an experienced partner to take ownership of financial and operating priorities, from day-to-day improvements to preparing for a sale.

Scope and pricing reflect the complexity of the work and the level of involvement you need.

Hourly Support

$250 / hour

For a specific question, a second opinion, or a one-off review of a model, plan, or financial materials.

Best for past clients or founders who just need a “gut check” from an expert eye.

Your business has grown.Why does every question still end up with you?