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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Transforming an outdated startup CFO model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.

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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

Testimonials

From our valued clients

David Fox

John transformed our complex business model into a dynamic, easy-to-understand financial forecast that backed up our story and allowed us to drive key business decisions, approach investors with confidence, and ultimately raise multiple equity rounds. Highly recommended!

— David FoxCEO, Stellar Labs

Frederick Hutson

I have worked with John for 3 years. Being a start-up is challenging enough, which made the support John provided priceless. He always made himself available when we needed support with any finance related questions or problems. Fast and efficient and always a pleasure to work with.

— Frederick HutsonCEO, Pigeonly

Vu Nguyen

John is able to comprehend the complexities of our business and translate it into an Excel model in practically real-time. We’ve always been impressed with his work.

— Vu NguyenCo-founder, Beautylish

Rene Reinsberg

We really enjoyed working with John and he helped us think through our financial forecasts and make preparation for board meetings so much easier!

— Rene ReinsbergCEO, Locu (acquired by GoDaddy)

William Santana Li

Highly detailed financial forecasting and analysis tailored specifically to our business, which was critical to our ability to raise multiple rounds of financing. It was the output I would have expected from a full-time resource at a fraction of the cost, allowing us to deploy the cost savings into growing the business. Be sure you know your business in detail as John will want to make sure all your bases are covered!

— William Santana LiCEO, Knightscope (from prior employer)