CFO Services
CFO Services
CFO Services
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.
$2.1B
Raise in Capital
$299k
Free up in liquidty
Why us?
Why us?
Why us?
some of features we provide you.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Services
Services
Services
oure 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
Profit & Loss, Balance Sheet, and Cash Flow Statements
Profit & Loss, Balance Sheet, and Cash Flow Statements
Budget vs Actuals
Budget vs Actuals
Budget vs Actuals
Industry-Specific KPI Dashboard
Industry-Specific KPI Dashboard
Industry-Specific KPI Dashboard
Headcount & Compensation Plan
Headcount & Compensation Plan
Headcount & Compensation Plan
Scenario Planning (Base, Bull, Bear Case)
Scenario Planning (Base, Bull, Bear Case)
Scenario Planning (Base, Bull, Bear Case)
Stage 2: Onboarding
Monthly Engagement
Your CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliverables by engagement level are included below.
Baisc:
Monthly meeting to review the company’s financial health & strategic insights
Monthly meeting to review the company’s financial health & strategic insights
Monthly meeting to review the company’s financial health & strategic insights
Monthly update of the financial model with actuals
Monthly update of the financial model with actuals
Monthly update of the financial model with actuals
Monthly Budget vs Actuals analysis
Monthly Budget vs Actuals analysis
Monthly Budget vs Actuals analysis
Ad-hoc scenario planning to understand the impact of business decisions
Ad-hoc scenario planning to understand the impact of business decisions
Ad-hoc scenario planning to understand the impact of business decisions
Essential
Everything from the Basic Engagement
Everything from the Basic Engagement
Everything from the Basic Engagement
Bi-weekly meeting to review the company’s financial health & strategic insights
Bi-weekly meeting to review the company’s financial health & strategic insights
Bi-weekly meeting to review the company’s financial health & strategic insights
Customized strategy & operations projects specific to your company’s needs
Customized strategy & operations projects specific to your company’s needs
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
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
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
Custom:
Everything from the Essential Engagement
Everything from the Essential Engagement
Everything from the Essential Engagement
Weekly meeting to review the company’s financial health & strategic insights
Weekly meeting to review the company’s financial health & strategic insights
Weekly meeting to review the company’s financial health & strategic insights
In-depth strategy & operations projects
In-depth strategy & operations projects
In-depth strategy & operations projects
In-depth investor & board reporting support
In-depth investor & board reporting support
In-depth investor & board reporting support
In-depth fundraising & M&A support
In-depth fundraising & M&A support
In-depth fundraising & M&A support
Starting at $1,750
Billed Annually
For a detailed look at pricing, visit our pricing page.
Contact Us
Contact Us
Contact Us
Industry Expertise
Industry Expertise
Industry Expertise
We 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:
Technology
Technology
Technology
Professional Services
Professional Services
Professional Services
Financial Services
Financial Services
Financial Services
Consumer Goods & Retail
Consumer Goods & Retail
Consumer Goods & Retail
Healthcare
Healthcare
Healthcare
Stages:
Pre-Seed
Pre-Seed
Pre-Seed
Seed
Seed
Seed
Series A
Series A
Series A
Series B+
Series B+
Series B+
Owner-operated firms
Owner-operated firms
Owner-operated firms
FAQ
Frequently Asked Qustions.
Got any questions to ask? or got any confusion? We got solution for everything.
What is the problem CFO has helped you with?
What was the quantitative/qualitative impact?
What is the solution the CFO provided?
What is one word that describes your experience with CFO?
FAQ
Frequently Asked Qustions.
Got any questions to ask? or got any confusion? We got solution for everything.
What is the problem CFO has helped you with?
What was the quantitative/qualitative impact?
What is the solution the CFO provided?
What is one word that describes your experience with CFO?
FAQ
Frequently Asked Qustions.
Got any questions to ask? or got any confusion? We got solution for everything.
What is the problem CFO has helped you with?
What was the quantitative/qualitative impact?
What is the solution the CFO provided?
What is one word that describes your experience with CFO?
Super Deal
Super Deal
Super Deal
All in One Beautiful Package
It’s touch. It’s experience. It’s relationships. It’s results.
About Us
About Us
About Us
