Runway more than doubled
A 13-week cash forecast, renegotiated vendor terms and a hiring plan tied to revenue, before the Series A closed.
Fractional CFO · Austin, Texas
Clear financial advice for growing companies.
We help founders plan cash, raise with confidence and price for profit, without hiring a full-time finance team.
Working with founders at
NorthwindKestrelBluebonnetLark & Co.Pecan Labs
13-week cash forecast$412,800Projected cash on hand, Q1+18%
When founders call us
Usually one of three moments.
i.
You’re about to raise
Investors want a model, clean metrics and a data room. You want to spend your time on the pitch.
ii.
Cash feels tight
Revenue is growing but the bank balance isn’t. You need to know how many months you really have.
iii.
The board wants real numbers
Spreadsheets held together with hope aren’t enough anymore. You need reporting you can stand behind.
Services
A finance team, by the day.
Most clients start with one service and add others as they grow. Every engagement is led by a partner.
Fractional CFO
A senior finance leader for two to four days a month, for companies between $2M and $50M in revenue.
- Strategy, budgets and forecasts
- Cash and runway planning
- Hiring your first finance team
Fundraising readiness
Get your model, metrics and data room ready before the first investor meeting, not during it.
- Investor-grade three-statement model
- Metrics and cohort analysis
- Data room and due diligence
FP&A and forecasting
Monthly budget-versus-actual, a rolling 13-week cash forecast and scenarios you can run yourself.
- Rolling 13-week cash forecast
- Budget versus actual every month
- Scenario and hiring plans
Board and investor reporting
A clear monthly pack your board will read, and a dashboard your team will actually open.
- Monthly board pack
- KPI dashboard
- Investor updates
What you get
Your numbers, on one page, every month.
A live dashboard and a board pack by the tenth of every month. Cash, runway, margins and the three numbers that matter most for your business.
Company overview
September 2026 · updated 3 Oct
September 2026 · updated 3 Oct
MonthlyQuarterlyAnnual
Cash on hand$3.8M+$420k vs plan
Runway22 moUp from 9 months
Net burn$172k−14% month on month
Gross margin64%−1 pt, freight costs
Revenue and cash, last 12 monthsRevenueCash
$410Mraised by our clients since 2019
62companies advised
18 yrsaverage partner experience
5 daystypical month-end close for clients
Results
What changed for clients.
Client names are shared with permission on intro calls. Here are three stories from the past year.
+11 pts
Gross margin, in two quarters
SKU-level margins showed a third of products lost money. Repricing and a new 3PL fixed most of it.
5 days
From a 23-day close
New chart of accounts, a close checklist and the first clean audit in the company’s history.
Engagements
Clear fees, monthly.
No hourly billing, no surprises. Most clients stay 12 to 24 months, then hire a full-time CFO with our help.
Foundations$4,500 / month
For companies under $5M in revenue getting their finance basics right.
- Monthly close review
- 13-week cash forecast
- Monthly dashboard
Fractional CFO$9,500 / month
A partner two to four days a month, on your leadership team.
- Everything in Foundations
- Budget, forecast and scenarios
- Board pack and board meetings
- Fundraising support
Fundraising sprint$18,000 one-off
Six weeks to get investor-ready, before or during a raise.
- Investor-grade financial model
- Metrics and cohort analysis
- Data room and diligence support
Team
Partners who have been the CFO.
Claire Harper
Founding partner
Former CFO of two venture-backed SaaS companies. Has led raises from seed to Series C.
Marcus Webb
Partner
Twelve years in investment banking and FP&A. Builds the models investors actually read.
Dana Ortiz
Partner
Controller turned CFO for consumer and healthcare companies. Loves a clean month-end close.
Samuel Okoye
Senior director
Runs our reporting practice: dashboards, board packs and the systems behind them.
Insights
Notes for founders.
13 weeks is the only forecast that matters in a downturn
How a simple weekly cash forecast gives founders three months of warning instead of three days.
What investors will ask about your numbers at Series A
The eight metrics every Series A investor checks, and how to have them ready before the first call.
Closing your books in five days, not twenty
A practical checklist for a faster month-end close, from a former Big Four auditor.
Free intro call
Thirty minutes, no pitch deck needed.
Tell us where the business is and what keeps you up at night. We’ll tell you honestly whether we can help.
Book your call- A partner joins every intro call
- A written summary within two days
- Mutual NDA on request
- No obligation, ever