Deliverables & Services
Startups need strategic finance but typically can't afford a full-time CFO. Our flexible and fractional approach is an affordable option to accelerate your company's progress.
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Fractional & Interim CFO's
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Cash Management – Monthly Burn & Runway
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13 week Cash Flow Forecasting
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Revenue & COGS Projections
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Pricing & Profitability Analysis
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Financial Controls & Corporate Governance
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Budget vs. Actuals, Monthly Rolling Forecasts
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Financial Modeling & Analysis
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Dashboard Reporting
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Headcount & Organizational Budgeting
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Implementing Company Milestones
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Product Roadmap
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SBIR / Grant Oversight
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Banking Relationships / Lending
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Robust Board & Investor Reporting
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409A / Valuations
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Implement Insurance & Risk Mitigation
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Lender & Lease Negotiations
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Audit Preparation
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KPI & Business Metrics Implementation
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Regular Financial Hygiene Assessments
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Series A/B fundraising
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Due Diligence Prep & Support
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Fundraising Materials & Pitch Prep
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Term Sheet Evaluation & Contract Negotiations
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Cap Table Management
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R&D Tax Credit
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Human Resources Alignment
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Employee Benefits Implementation
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Exit Strategy Planning
The CFO Dashboard
"Analytics increase visibility, insight, and control over Financial performance."
- Measure & Monitor Business Performance
- Understand Root Causes
- Anticipate & Shape Business Outcomes
- Accurate, timely, trusted information
- More Informed Decision Making
- Drill-down Capability, Export Data & Reports