Embedded CFO
Our flagship. Weekly cadence, full ownership of forecast, board pack, and finance hiring plan. Best for Series A and B teams without a CFO.
8–20 hours per week · 6-month minimum
Pick the engagement that matches where you are. We move between them as the business shifts.
Our flagship. Weekly cadence, full ownership of forecast, board pack, and finance hiring plan. Best for Series A and B teams without a CFO.
8–20 hours per week · 6-month minimum
90-day sprint to get a SaaS round-ready: forecast, data room, narrative, and investor list. We sit beside the CEO through close.
Fixed 12-week engagement · raise-aligned bonus optional
You have an in-house controller but need senior finance presence for monthly boards. We own the deck, the narrative, and the post-meeting follow-through.
Monthly retainer · 4 boards per year minimum
Cohort-grounded model with weekly refresh, scenario layer, and audit trail.
CAC, payback, NRR, GRR, magic number, burn multiple. Pulled live from Stripe, HubSpot, and your warehouse.
Pre-read with narrative, KPI tearsheet, P&L, cash, and one strategic decision per meeting.
When and who to hire in finance and accounting as you scale from $5M to $30M ARR.
Quarterly investor update template, KPI snapshot, and ask-block. Drafted by us, owned by you.
Equity, debt, and revenue-financing tradeoffs scored against your 18-month plan.