Trivium: Seasoned Guidance for Corporate Strategy and Execution

Sharad Singh, Chief Empowerment Officer

The value of seasoned advice and guidance in an era dominated by automation, AI and abundant data cannot be overstated. Established in 2009, Trivium specializes in finance, accounting, HR, tax, insurance and digital transformation consultation, empowering clients with the wisdom to grow their organizations. Partnering with early to mid-stage companies, the firm offers tailored support that ranges from administrative tasks to CFO-level expertise.

“Experienced advice does not just offer guidance but helps to filter and interpret the vast amount of data, ensuring decisions are well-informed and apply to your unique circumstances,” says Sharad Singh, Chief Empowerment Officer of Trivium.

Trivium’s teams, composed of seasoned Chief Financial Officers with a proven track record of overseeing billion-dollar transactions, offer indispensable advisory services. They meticulously guide CEOs and founders through the complexities of financial management.

On the other hand, the company’s tax team is distinguished by its extensive experience in handling intricate transactions and providing counsel to venture capital firms and high-net-worth individuals. It imparts invaluable insights that shape strategic decision-making.
Complementing these financial and tax services, Trivium extends its expertise into the realm of Human Resources, where it offers strategic guidance to adeptly navigate the nuances of challenging employee situations, ensuring sound and judicious resolutions.

Trivium is expanding its capabilities with a digital transformation team that aims to transform a company’s operations by introducing artificial intelligence (AI) and appropriate software solutions into existing processes. This transformation enables the firm to increase efficiency and scale operations without additional staff. Trivium’s growth, driven entirely by referrals from founders and investors without the need for a dedicated sales team, is a testament to the effectiveness of its services.

The company attracts a diverse clientele, ranging from individuals with nascent ideas seeking insights into the complexities of entrepreneurship to those who have secured initial funding and require expert guidance to scale.

“We bridge the gap between clients who are fully self-sufficient and those requiring full-time assistance,” adds Singh.

Trivium directly engages with its clients to comprehensively understand an organization’s current position and projected objectives. Insights from these interactions form the foundation for creating bespoke support packages tailored to the unique requirements of each client. Whether a CEO opts for weekly consultations, monthly reports, or quarterly assessments, the firm calibrates its services to align with these preferences, setting itself apart from providers with a one-size-fits-all approach.
Over the years, the company has extended its services to several clients, facilitating positive organizational transformations. In one instance, Trivium worked with a life sciences company, and despite initial reservations from the client, the firm proactively supported them in their growth.

We bridge the gap between clients who are fully self-sufficient and those requiring full-time assistance

Trivium started by providing initial support, including setting up the client’s accounting, HR, finance, insurance, tax filings, and operational systems. The firm’s involvement increased in tandem with the client’s growth. It served as the client’s CFO and VP of HR, guiding them through each stage of their development. As the client expanded into multiple countries, it helped them recruit full-time executives to manage their growth, and the partnership culminated in the company going public. Trivium continues to support the organization even after a decade, reflecting its long-term commitment and ability to adapt to the evolving needs of its partners.

The company’s foundational emphasis on cultivating robust and enduring relationships with each client has been central to its success. By prioritizing personal connections, the firm guarantees clients can engage directly to address and resolve their concerns expeditiously and effectively. Trivium eschews the conventional pursuit of rapid expansion and swift exits typical of venture-backed entities, remaining undeterred in its mission to help clients achieve their goals.