our CFO track record
We’ve helped
Customers...
0
+
Raise
In Capital
$
0
B
Free up as much as
In Liquidity
$
0
K
Expert CFO guidance so you can focus on growth
How It Works
Our CFO services
Your Pilot CFO will become a catalyst for growth at every stage of your business
stage 1: Onboarding
Financial & Operating Model Build
Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.
Customized model includes:
- Profit & Loss, Balance Sheet, and Cash Flow Statements
- Budget vs Actuals
- Industry-Specific KPI Dashboard
- Headcount & Compensation Plan
- Scenario Planning (Base, Bull, Bear Case)
stage 2: steady state
Monthly Engagement
Your CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliverables by engagement level are included below.
Customized model includes:
- Monthly meeting to review the company’s financial health & strategic insights
- Monthly update of the financial model with actuals
- Monthly Budget vs Actuals analysis
- Ad-hoc scenario planning to understand the impact of business decisions
- Everything from the Basic Engagement
- Bi-weekly meeting to review the company’s financial health & strategic insights
- Customized strategy & operations projects specific to your company’s needs
- Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story
- Everything from the Essential Engagement
- Weekly meeting to review the company’s financial health & strategic insights
- In-depth strategy & operations projects
- In-depth investor & board reporting support
- In-depth fundraising & M&A support
Starting at $1,750 /mo
For a detailed look at pricing, visit our pricing page.
Industry Expertise
Expert CFOs who have seen it all
Whether you’re just getting started or you’re an established company, our team has extensive experience to handle your specific situation.
- Technology
- Professional Services
- Financial Services
- Consumer Goods & Retail
- Healthcare
- Pre-Seed
- Seed
- Series A
- Series B+
- Owner-operated firms
- Self-funded businesses
