Make smarter financial decisions with CFO Services
Optimize your business, identify opportunities for growth, and impress key stakeholders with expert guidance from CFOs who’ve seen it all.

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Expert CFO guidance so you can focus on growth
Partner with a top-tier CFO team
We hire CFOs from top investment banks, PE & VC firms, and consulting firms to ensure that you are paired with someone that understands your business and is well-versed in the support you are looking for.
Get a financial model you can trust
Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction.
Manage expenses & scale effectively
Need to stretch your cash? We’ve got your back. We’ll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful view of your spending to maximize your efficiency.
Attract investor interest
Elevate your pitch with an experienced CFO, not only to craft a personalized financial model, but also to help you maximize your valuation. We guide you through the process and help you choose the right form of capital so you can navigate your fundraise or M&A process confidently.
Our CFO services
Your Pilot CFO will become a catalyst for growth at every stage of your business
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.
- Profit & Loss, Balance Sheet, and Cash Flow Statements
- Budget vs Actuals
- Industry-Specific KPI Dashboard
- Headcount & Compensation Plan
- Scenario Planning (Base, Bull, Bear Case)
Monthly Engagement
Your CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliverables by engagement level are included below.
- BASIC
- ESSENTIAL
- CUSTOM
- 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.
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.
- Industries
- Stages
- Technology
- Professional Services
- Financial Services
- Consumer Goods & Retail
- Healthcare
- Pre-Seed
- Seed
- Series A
- Series B+
- Owner-operated firms
- Self-funded businesses