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  • Fractional CFO services for early-stage B2B software companies

  • Advanced financial forecasting, fundraising support, KPI analytics, and professional investor reporting materials

  • Enabling data-driven decisions through SaaS KPI analytics: LTV, fully-loaded CAC, Payback Period + more

  • Transforming an outdated startup CFO model

  • Automating traditionally time-intensive finance processes

Fundraising Success

Show investors what others cannot: you understand key metrics and milestones and can reverse-engineer future financing rounds, showing how new capital will be deployed to achieve optimal results.

Post-Funding Advantages

Strategic business planning and analysis: we uncover, benchmark, and forecast critical B2B SaaS metrics and all financial statement line items, to drive real-time business improvements and create value.

Ongoing Support

Monthly, bottom-up, 3-statement forecasts reflecting the latest data, variance analysis to determine catalysts for under or over-performance, and professional Board and fundraising packages to keep existing and potential investors informed and impressed.

Companies We’ve Worked With

 

Client List_2024.3.29

Testimonials

From our valued clients

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