Make smarter financial decisions with CFO Services
Expert CFO guidance
Make informed decisions with books that are right for your business. We work closely with you to get a comprehensive understanding of your business, so that you can run your business more effectively with the information you need to succeed.
Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction.
Need to stretch your cash? We’ve got your back. We’ll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful view of your spending to maximize your efficiency.
Elevate your pitch with an experienced CFO, not only to craft a personalized financial model, but also to help you maximize your valuation. We guide you through the process and help you choose the right form of capital so you can navigate your fundraise or M&A process confidently.
Expert CFOs who have seen it all
- Consumer Goods & Retail
- Professional Services
- Financial Services
- Technology
- Healthcare
- Pre-Seed
- Seed
- Series A
- Series B+
- Owner-operated firms
- Self-funded businesses
Our CFO services
Stage 1: Onboarding
Financial & Operating Model Build
Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.
Customized model includes:
- Profit & Loss, Balance Sheet, and Cash Flow Statements
- Industry-Specific KPI Dashboard
- Headcount & Compensation Plan
- Profit & Loss, Balance Sheet, and Cash Flow Statements
- Budget vs Actuals
Stage 2: Steady state
Monthly Engagement
Your CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliverables by engagement level are included below.
- Monthly meeting to review the company’s financial health & strategic insights
- Ad-hoc scenario planning to understand the impact of business decisions
- Monthly Budget vs Actuals analysis
- Monthly update of the financial model with actuals
- Everything from the Basic Engagement
- Bi-weekly meeting to review the company’s financial health & strategic insights
- Customized strategy & operations projects specific to your company’s needs
- Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story
- Everything from the Essential Engagement
- Weekly meeting to review the company’s financial health & strategic insights
- In-depth strategy & operations projects
- In-depth investor & board reporting support
- In-depth fundraising & M&A suppo
We’ve helped 200+ customers...
We work with small businesses and startups across various industries, offering specialized solutions tailored to meet unique needs.
$ 100
Raise In Capital
$ 200 K
Free up as much as In Liquidity