Fractional CFO and Business Analyst Services
Work with Top Wharton Graduates
Financial Models and Deliverables That Can Be Expected By Clients:
- Cash Management – Monthly Burn & Runway
- Cash Flow and Income Statement Forecasting
- Pricing & Profitability Analysis
- Budget vs. Actuals + Rolling forecasts
- Financial Modeling & Analysis
- Headcount & Organizational Budgeting
- Implementing Company Milestones
- KPI & Business Metrics Implementation
- Regular Financial Hygiene Assessments
- Series A/B fundraising
- Fundraising Materials & Pitch Prep
What Are The Benefits Of Our Service
- Clearer outlook on business at any point in time.
- Models will be easy to edit and update as sales shift
- Better cash flow management which may result in identifying wasted spend and areas to optimize.
- Materials that can be used in discussions with investors or banks when future financing needs arrive
- Stronger decision-making on debt and other such financing options. Help make sure they don’t over-lever and help avoid bankruptcy due to uniform financial decisions
What Makes Us Unique:
Our team boasts expertise spanning premier finance sectors like venture capital, hedge funds and leading tech companies, including Google. Furthermore, we’ve demonstrated prowess in the startup landscape, with a standout achievement being a $1 billion acquisition. The caliber of our outsourced CFOs mirrors that of full-time, top-tier CFOs who generally demand salaries beyond what’s feasible for SMBs or startups.
Unlike some larger fractional CFO firms, we prioritize a personalized touch. This ensures dedicated attention to your business requirements, fostering enhanced communication and adaptability. We’re committed to tailoring our services to match both the demands and budgetary constraints of your business.