A Few Companies We've Helped Grow
our CFO track record
We’ve helped 15+ customers...
RAISE
$400m
IN CAPITAL
FREE UP AS MUCH AS
$100k
IN LIQUIDITY
How it works
Our Services
Your 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:
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Profit & Loss, Balance Sheet, and Cash Flow Statements
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Budget vs Actuals
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Industry-Specific KPI Dashboard
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Headcount & Compensation Plan
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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.
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Monthly meeting to review the company’s financial health & strategic insights
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Monthly update of the financial model with actuals
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Monthly Budget vs Actuals analysis
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Ad-hoc scenario planning to understand the impact of business decisions
INDUSTRY EXPERTISE
We've 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.
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Technology - (SaaS, AI, Marketplace, Biotech Education, Etc.)
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Professional Services (Legal, Consulting, Media & Entertainment, Real Estate, Etc.)
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Financial Services (Fintech, Etc.)
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Consumer Goods & Retail (E-Commerce & Wholesale)
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Healthcare (Health Tech, SaaS, PC/MSO, Services, Etc.)