Services

Senior finance help, exactly as much as you need.

Four services, one team. Start with the one that solves today’s problem; add the rest as you grow.

Fractional CFO

For companies with $2M to $50M in revenue that need senior finance judgment but not a full-time CFO yet.

A senior finance leader for two to four days a month, for companies between $2M and $50M in revenue.

A partner joins your leadership meetings, owns the budget and forecast, runs board reporting and helps you hire and manage your finance team. You get CFO-level thinking for a fraction of the cost.

What’s included

Annual budget and rolling forecast
Cash and runway planning
Pricing and unit economics
Board and investor meetings
Finance hiring and management
Bank and lender relationships

Fundraising readiness

For founders planning a seed, Series A or Series B round in the next six months.

Discuss this

Get your model, metrics and data room ready before the first investor meeting, not during it.

We build the model, clean up your metrics and prepare the data room, then sit next to you through diligence. You spend your time with investors; we handle the spreadsheets.

What’s included

Three-statement financial model
SaaS or unit economics metrics
Cohort and retention analysis
Data room set-up
Diligence question tracking
Term sheet review with your lawyer

FP&A and forecasting

For companies that close their books but can’t yet use the numbers to make decisions.

Discuss this

Monthly budget-versus-actual, a rolling 13-week cash forecast and scenarios you can run yourself.

We set up a monthly budget-versus-actual, a 13-week cash forecast and simple scenarios, and teach your team to run them without us.

What’s included

Rolling 13-week cash forecast
Monthly budget versus actual
Department budgets and owners
Hiring and scenario plans
KPI definitions everyone agrees on
Quarterly reforecast

Board and investor reporting

For companies with a board, investors or lenders who expect regular, reliable reporting.

Discuss this

A clear monthly pack your board will read, and a dashboard your team will actually open.

A monthly board pack, a live KPI dashboard and quarterly investor updates, designed with your board so they read it and ask better questions.

What’s included

Monthly board pack
Live KPI dashboard
Quarterly investor update
Board meeting preparation
Covenant tracking for lenders
Annual audit support

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