CFO SERVICES
CAPITAL ADVISORY

Strategic Financial Partnership

Fractional CFO services and capital advisory for companies seeking professional financial operations and fundraising support.

$40M+Capital Raised
100%Retention
NYC
14moAvg. Runway
45-60dDeal Close
7Active Clients

CFO Services

Strategic financial operations and board reporting

Cash forecasting
Board decks
Financial modeling
Learn More →

Capital Advisory

Fundraising guidance

45-60 day close →

Market Placement

GTM strategy & execution

4-6 week delivery →
Business Meeting
WHO WE SERVE

Companies at Every Stage

Pre-Seed
$0-$1M ARR
MOST COMMON
Series A
$1M-$5M ARR
Series B
$5M-$10M ARR
OUR PROCESS

3-Stage Framework

1

Diagnose

Financial assessment & optimization

Week 1
2

Build

Infrastructure, models, data room

Weeks 2-4
3

Execute

Fundraising launch & deal close

Weeks 5-8
Why Choose Us

Experienced CFO Services

Our team provides strategic financial operations, board-level reporting, and capital advisory services to companies at various stages of growth.

Weekly strategic guidance and support
Board-ready financial reporting
Fundraising guidance and execution support
Modern Buildings

Recent Deals

Closed in the past 12 months

$40M+Total
B2B SaaSEQUITY
$12M
Series A
FinTechNON-DILUTIVE
$8M
Venture Debt
HealthTechEQUITY
$15M
Series B
AI/MLEQUITY
$5M
Seed Ext.
Financial Charts
WHAT'S INCLUDED

Services We Provide

Weekly CFO Support
Board Reporting
Cash Dashboard
Financial Models
Data Room
Investor Pipeline
JK
Jason Kim
CEO, B2B SaaS

"Extended our runway by 10 months. Exceptional financial modeling."

SM
Sarah Martinez
Founder, FinTech

"Data room prep and investor outreach accelerated our raise significantly."

AL
Alex Liu
CFO, HealthTech

"Finally have institutional-grade metrics. Investor confidence is night and day."

Ready to Get Started?

Schedule a consultation to discuss your financial operations

Schedule Consultation