Advisory
$3,500
/ month
About 8 hours a month
Monthly review of your numbers
Forecast and budget check-ins
Board pack review before it goes out
Book a free intro call
1Demo figures for a fictional firm. Not investment, tax or legal advice. Disclaimer
Finance partner to founder-led teams, from seed to exit
Books closed in 5 business days
A 13-week cash forecast, updated every Monday
A standing board pack, sent three days early
A diligence-ready data room before you start the raise
Every decision tested against the model first
01
Fractional CFO
A senior finance lead two to three days a month: close, forecast, board and raise.
From $8,500/mo
First board-ready pack in 30 days
02
Financial Modeling & Forecasting
A driver-based model your team can run, tied to the plan you pitch to investors.
From $12,000
Model live in 3–4 weeks
03
Fundraising Support
Model, narrative, data room and investor Q&A, from first deck to the wire.
From $25,000
Raise-ready in 6–8 weeks
04
Cash Flow & Runway Management
A 13-week cash forecast, updated weekly, with the levers that buy you months.
From $3,500/mo
First forecast in 10 days
05
Board Reporting
A standing board pack and KPI set that turns meetings into decisions.
From $4,500/mo
New pack before your next meeting
06
M&A / Exit Readiness
Clean numbers, a quality-of-earnings dry run and a data room before buyers ask.
From $35,000
Diligence-ready in 8–14 weeks
03
Results
Raised by clients while we ran the numbers
Month-end close, down from 20+ at kickoff
2Illustrative. Past results do not predict future outcomes. Not investment, tax or legal advice. Disclaimer
Weeks 1–2
Diagnose
We read your books, bank data, contracts and plan, then tell you what is broken, what is fine and what to fix first. You get a written diagnostic, not a slide deck.
↳
Written diagnostic with a 90-day plan
Weeks 2–4
Build the model
A driver-based model and a 13-week cash forecast, tied to the plan you pitch. Your team can run it without us.
↳
Operating model and weekly cash forecast
Every month
Run the cadence
Close in five days, a monthly pack with commentary, board prep, investor updates and the decisions in between.
↳
Monthly pack, board materials, investor update
When you’re ready
Scale or hand over
We run the finance side of the raise or the sale, or hire and train your first full-time finance lead and step back.
↳
A raise, a sale, or a finance team you own
Three ways to work together. Each can run monthly or as a fixed-scope project.
Monthly
Project
Fractional CFO
Most chosen
$8,500
/ month
24–40 hours a month
Five-day close and monthly pack
Board meetings and investor updates
Owns the model, budget and cash forecast
Book a free intro call
Fractional vs. full-time CFO
Our board meeting went from three hours of questions to forty minutes of decisions. Maren rebuilt the forecast in three weeks, and we raised the B on numbers nobody had to defend twice.
Maya K.
CEO, Series A vertical SaaS
“We thought we had a demand problem. We had $3 million sitting in a warehouse. The weekly cash forecast is now the first thing I open on Monday.”
Jonah R.
Founder, DTC home goods brand
“Collections were a black box across fourteen clinics. Six months later I can see every payer, every site and every week, on one page.”
Alana P.
COO, Multi-site physical therapy group
“Buyers found nothing we hadn't already found ourselves. That is why the price held all the way to close.”
Chris T.
Managing Partner, Engineering consultancy
“They modeled grants, equipment financing and the Series A as one plan. Our investors asked fewer questions about the money than about the product.”
Noor H.
Co-founder, Climate tech hardware startup
Testimonials are written for a fictional firm. People and companies are not real.
What does a fractional CFO do each month?
How is this different from our bookkeeper or accountant?
How many hours will we need?
Do you work with the tools we already use?
What happens on the intro call?
Is this investment, tax or legal advice?
Free intro call · 30 minutes
