Finance leadership that grows with you - from early-stage burn and runway, to growth forecasting, to board-ready reporting ahead of a raise or exit.
These are the moments that prompt founders to engage a fractional CFO. If more than two apply, you're likely past due.
- Founder, SaaS
- CEO, E-Commerce
- CEO, Fintech
- Founder, Services
- CEO, Software
- Founder, SaaS
The work shifts as your business grows. Here is what each stage of CFO engagement typically covers.
The model isn't just a fundraise artifact. It's the tool your CFO uses every month to track performance, stress-test decisions, and keep leadership aligned on where the business is heading.
Revenue projections built around your actual drivers - pricing tiers, conversion rates, churn, and expansion. Not a spreadsheet with made-up growth assumptions.
CAC, LTV, gross margin, and payback period tracked as the business scales. Useful for internal decisions and essential when investors start asking questions.
Cash position modeled against spend plans so you know exactly when you need to raise, cut, or accelerate - with enough lead time to act on it.
Headcount scenarios tied to revenue milestones so hiring decisions have a financial basis rather than being driven by instinct or investor pressure.
Base, upside, and downside cases built and maintained - so when something changes, you already know what the financial implications are before the board asks.
We establish your financial baseline, reporting framework, and model before moving to ongoing advisory work.
Systems review, books assessment, and financial baseline established. We identify what exists, what's missing, and what needs to be built.
Financial model built, forecasts structured, and board reporting framework established. Reporting is investor-ready before the first board meeting.
Updated forecasts, variance commentary, dashboard, and a 60-minute strategic call each month. Between calls, your CFO is available for decisions and ad hoc support.
Investor modeling, data room preparation, and due diligence support when a raise is underway. Structured so the CFO is already embedded before diligence starts.
Many clients engage us shortly after closing a round. The first priority is typically getting board reporting in place and connecting financial systems. We scope the full engagement - cleanup if needed, controller layer, and CFO work - so everything is operational before the first board meeting.
Scenario models, runway, and the assumptions behind them - so every board and investor conversation starts from numbers you trust.
Example of a scenario forecast we build with you - illustrative.
Two recent fractional CFO engagements: situation, work, and outcome.
A SaaS company at $1.1M ARR was preparing a Series A. They had no financial model, no board package, and leadership had never run a raise. Investors were asking questions the team could not answer.
Built a three-statement financial model with SaaS metrics, assembled a data room, and ran board reporting through the diligence period. The round closed on the target timeline. The CFO remained engaged post-close for ongoing board advisory.
A professional services agency at $4M revenue had brought on a strategic investor. The investor expected quarterly board reporting and variance commentary that the team had never produced before.
Designed the board reporting template, built a project-level profitability model, and delivered the first two board packages. The CFO now runs the quarterly presentation and manages investor communication on behalf of the CEO.
An ongoing fractional CFO makes sense when there is recurring strategic work to own. But sometimes you have a specific, time-bound need - and a standing retainer is more than the situation requires. We scope and price both.
Scope a One-Time ProjectForecasting, board reporting, and fundraise support, on a fractional basis. We reply the same day, or by the next business day.