Finance & Strategy
Strategic financial leadership without the $250K salary. Cash flow modeling, fundraising prep, board-ready dashboards, and Risk Management framing — and a numbers partner who shows up when decisions get made. Starting at $498/mo.
What We Do
Weekly rolling 13-week cash flow model, variance tracking, and burn analysis. Know exactly where you stand before it becomes a problem.
Monthly P&L, KPI dashboard, and investor-grade financials. Formatted to impress the room, not just explain to it.
Financial model, use-of-funds narrative, and data room build. We get you to term sheet ready in 30 days.
How It Works
We review your books, current reporting, and strategic goals in a 90-minute onboarding session.
We build or rebuild your core financial model — P&L, cash flow, and scenario planning — within 14 days.
Weekly check-ins, monthly board prep, and on-call support for decisions, diligence, and pivots.
Quarterly deep-dive: pricing strategy, capital allocation, and growth scenario modeling.
Packages
FAQ
A fractional CFO provides the same strategic financial leadership as a full-time CFO — modeling, reporting, fundraising support, board prep — at 20–30% of the cost. You get senior-level financial thinking without a full-time hire or a Big 4 invoice.
Either. Monthly retainers run month-to-month with no lock-in. Project engagements (fundraising model, data room build, financial audit prep) are scoped and fixed-price. Most clients start on retainer and add project work as needed.
No. We often start by cleaning up or restructuring existing books as part of onboarding. We coordinate with your bookkeeper or take over the function ourselves if needed.
First deliverable in 14 days from intake. We have immediate capacity — no waitlist.
Pre-revenue to $10M ARR. Below that range, we help you build the financial infrastructure. At $10M+, we can discuss a full-time handoff plan.