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Our fractional CFO and outsourced FP&A team is a cost-effective resource for scaling businesses seeking to improve their financial process in order to present financial performance to the board of directors or to investors during fundraising. We can augment the office of the CFO with the following key services:
Work with our team to identify KPIs specifically for your sector and stage. Flesh out projected revenues and expenses as well as investor milestones. Going into a fundraiser with a CFO prepared and reviewed model to level up your sophistication. We understand which metrics and data to add to your story that investors are looking for.
When the time comes to raise outside capital we can create or review your pitch deck, narrow down investors in our network whose investment thesis matches your equity raise criteria and make introductions. We will also review term sheets and help prepare data rooms.
As the adage goes, people don’t plan to fail, they fail to plan. It’s one thing to have your bookkeeping done monthly but that’s not enough. As a founder you need to know your runway and burn rate at all times. Our team will build you a budget and measure actual expenses against that budget month over month. For clients generating revenue we create a rolling weekly or monthly cash flow forecast so you understand in real time where you can make additional investments to grow your business.
Our team of experts is adept at managing all your sales tax obligations. Work with our team to implement or streamline the process to collect sales tax from customers, remittance to local tax authorities and timely filing of sales tax returns.
We will set up and manage your cap table from day 1 or we can be brought in when things get messy. Our team has experience working with all the major cap table software tools.
Depending on the size of your business there may be non-dilutive capital solutions available. We can help you identify which financial instruments make sense and help you shop for the best terms. Our team is also skilled with SBIR and NIH grant compliance and reporting.
We start with a systems assessment where we will review current processes, people and technology in accordance with best practices. Next, we will provide recommendations and help you quarterback the implementation of best practices.
We provide ad-hoc support ahead of a potential fundraise or M&A. Our team has developed a checklist of items investors look for and we will get you organized so that you pass outside investors diligence with flying colors.
Our certified team of Chief Financial Officers have spent their careers scaling companies. They use a range of tools and techniques to build a financial strategy specific to yours.
They analyze your current numbers, build a strategy to get you where you want to go, implement it alongside you, then evaluate progress and set the next move.
Where the numbers actually stand today.
Where the numbers actually stand today.
We work the plan alongside you, not at you.
Measure progress, then decide the next move.
Four to six weeks of onboarding, followed by a custom CFO strategy and weekly or bi-weekly calls.
We start by learning your goals. Every entrepreneur's journey is different, and we can't help you get there unless we know where you're going.
Your CFO needs to understand how money moves through your business: how you price, how you collect, and what it takes to keep the company running.
A 12-month budget shows us the road ahead. It informs when to hire, when to buy, and how to prepare for the bumps.
Your CFO maps a clear path from where you are to where you want to be, including the KPIs we'll track together.
Weekly or bi-weekly calls with your CFO to work the roadmap, guide decisions, and scale toward your goals.
