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OUR SERVICES

Comprehensive CFO services, capital advisory, and venture support for technology companies

What We Deliver
Real-Time Cash Visibility
13-week rolling forecast updated weekly
Board Reporting
Monthly decks prepared in 2-3 days
Financial Models
Scenario planning and projections
14 months
Average Runway Extension
CFO Services

Strategic Financial Operations

We embed as your fractional CFO team, handling everything from daily cash operations to strategic financial planning and board-level reporting.

Cash flow forecasting & management
Board decks & investor updates
Financial modeling & scenario planning
Unit economics & pricing strategy
FP&A & budgeting
Covenant management & compliance
Capital Advisory

Navigate Fundraising Successfully

From data room construction to deal close, we guide you through every step of the fundraising process with proven strategies and experienced support.

Venture debt & equity fundraising strategy
Investor-ready data room construction
Financial narrative & materials
Investor pipeline development
Pitch preparation & refinement
Term sheet review & negotiation
Due diligence coordination
Typical Process
1
Preparation
Data room, financial model, pitch materials
2
Outreach
Investor meetings, pitch delivery, feedback iteration
3
Execution
Due diligence, term negotiation, close
45-60 days
Average Time to Close
GTM Strategy Framework
1
Market Positioning
  • • Target customer definition
  • • Competitive positioning
  • • Value proposition clarity
2
Product Packaging
  • • Pricing strategy & tiers
  • • Feature bundling
  • • Packaging for different segments
3
GTM Execution
  • • Sales & marketing alignment
  • • Channel strategy
  • • Launch timeline & milestones
4-6 weeks
Complete GTM Strategy Development
Market Placement

Go-to-Market Strategy & Execution

We help you position your product in the market, develop pricing strategy, and execute a go-to-market plan that drives revenue growth and investor confidence.

Market analysis & competitive positioning
Product packaging & pricing strategy
Customer segmentation & targeting
Channel strategy development
Sales & marketing alignment
Launch planning & execution roadmap
Success metrics & KPI tracking
Key Metrics We Track
Customer Acquisition
CAC, LTV, Payback Period
Revenue Metrics
ARR, MRR, Growth Rate, Churn
Operational Efficiency
Burn Multiple, Magic Number
5-7 days
Dashboard Setup Time
Venture Support

Operational Metrics & Growth Planning

We build comprehensive metrics dashboards, headcount models, and compensation frameworks to support your growth and board reporting needs.

GTM metrics & KPI dashboards
Cohort analysis & retention tracking
Headcount planning & hiring models
Compensation bands & structures
Cap table management
Performance reporting

WHAT'S INCLUDED

Complete financial operations package

Weekly CFO Support

Dedicated office hours and unlimited async communication

Cash Management

Real-time dashboards and 13-week rolling forecasts

Board Reporting

Monthly decks and investor updates prepared in 2-3 days

Financial Models

3-year projections with scenario planning

Data Room Setup

Investor-ready documentation in 7-10 days

Investor Connections

Strategic introductions and relationship support

Client Results

REAL OUTCOMES

$40M+
Capital Facilitated
Across 7 successful engagements
14 months
Avg. Runway Extension
Through cash optimization
45-60 days
Typical Deal Close
From engagement start

DISCUSS YOUR NEEDS

Schedule a consultation to learn how we can support your financial operations

Schedule Consultation