CFO Services

Make smarter Financial decisions

with cFO services.

Optimize your business, identify opportunities for growth, and impress key stakeholders with expert guidance from CFOs who’ve seen it all.

$2.1B

Raise in Capital

$299k

Free up in liquidty

Why us?

some of features we provide you.

Partner with a 
top-tier CFO team

We hire CFOs from top investment banks, PE & VC firms, and consulting firms to ensure that you are paired with someone that understands your business and is well-versed in the support you are looking for.

Partner with a 
top-tier CFO team

We hire CFOs from top investment banks, PE & VC firms, and consulting firms to ensure that you are paired with someone that understands your business and is well-versed in the support you are looking for.

Get a financial model 
you can trust

Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction.

Get a financial model 
you can trust

Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction.

Manage expenses
& scale effectively

Need to stretch your cash? We’ve got your back. We’ll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful view of your spending to maximize your efficiency.

Manage expenses
& scale effectively

Need to stretch your cash? We’ve got your back. We’ll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful view of your spending to maximize your efficiency.

Attract investor interest

Elevate your pitch with an experienced CFO, not only to craft a personalized financial model, but also to help you maximize your valuation. We guide you through the process and help you choose the right form of capital so you can navigate your fundraise or M&A process confidently.

Attract investor interest

Elevate your pitch with an experienced CFO, not only to craft a personalized financial model, but also to help you maximize your valuation. We guide you through the process and help you choose the right form of capital so you can navigate your fundraise or M&A process confidently.

Services

our services

Your Pilot CFO will become a catalyst for growth at every stage of your business

Stage 1: Onboarding

Financial & Operating Model Build

Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.

Customized model includes:

Profit & Loss, Balance Sheet, and Cash Flow Statements

Profit & Loss, Balance Sheet, and Cash Flow Statements

Profit & Loss, Balance Sheet, and Cash Flow Statements

Budget vs Actuals

Budget vs Actuals

Budget vs Actuals

Industry-Specific KPI Dashboard

Industry-Specific KPI Dashboard

Industry-Specific KPI Dashboard

Headcount & Compensation Plan

Headcount & Compensation Plan

Headcount & Compensation Plan

Scenario Planning (Base, Bull, Bear Case)

Scenario Planning (Base, Bull, Bear Case)

Scenario Planning (Base, Bull, Bear Case)

Stage 2: Onboarding

Monthly Engagement

Your CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliverables by engagement level are included below.

Baisc:

Monthly meeting to review the company’s financial health & strategic insights

Monthly meeting to review the company’s financial health & strategic insights

Monthly meeting to review the company’s financial health & strategic insights

Monthly update of the financial model with actuals

Monthly update of the financial model with actuals

Monthly update of the financial model with actuals

Monthly Budget vs Actuals analysis

Monthly Budget vs Actuals analysis

Monthly Budget vs Actuals analysis

Ad-hoc scenario planning to understand the impact of business decisions

Ad-hoc scenario planning to understand the impact of business decisions

Ad-hoc scenario planning to understand the impact of business decisions

Essential

Everything from the Basic Engagement

Everything from the Basic Engagement

Everything from the Basic Engagement

Bi-weekly meeting to review the company’s financial health & strategic insights

Bi-weekly meeting to review the company’s financial health & strategic insights

Bi-weekly meeting to review the company’s financial health & strategic insights

Customized strategy & operations projects specific to your company’s needs

Customized strategy & operations projects specific to your company’s needs

Customized strategy & operations projects specific to your company’s needs

Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story

Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story

Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story

Custom:

Everything from the Essential Engagement

Everything from the Essential Engagement

Everything from the Essential Engagement

Weekly meeting to review the company’s financial health & strategic insights

Weekly meeting to review the company’s financial health & strategic insights

Weekly meeting to review the company’s financial health & strategic insights

In-depth strategy & operations projects

In-depth strategy & operations projects

In-depth strategy & operations projects

In-depth investor & board reporting support

In-depth investor & board reporting support

In-depth investor & board reporting support

In-depth fundraising & M&A support

In-depth fundraising & M&A support

In-depth fundraising & M&A support

Starting at $1,750

Billed Annually

For a detailed look at pricing, visit our pricing page.

Contact Us

Industry Expertise

We have Seen it all.

Whether you’re just getting started or you’re an established company, our team has extensive experience to handle your specific situation.

Industries:

Technology

Technology

Technology

Professional Services

Professional Services

Professional Services

Financial Services

Financial Services

Financial Services

Consumer Goods & Retail

Consumer Goods & Retail

Consumer Goods & Retail

Healthcare

Healthcare

Healthcare

Stages:

Pre-Seed

Pre-Seed

Pre-Seed

Seed

Seed

Seed

Series A

Series A

Series A

Series B+

Series B+

Series B+

Owner-operated firms

Owner-operated firms

Owner-operated firms

FAQ

Frequently Asked Qustions.

Got any questions to ask? or got any confusion? We got solution for everything.

What is the problem CFO has helped you with?

What was the quantitative/qualitative impact?

What is the solution the CFO provided?

What is one word that describes your experience with CFO?

FAQ

Frequently Asked Qustions.

Got any questions to ask? or got any confusion? We got solution for everything.

What is the problem CFO has helped you with?

What was the quantitative/qualitative impact?

What is the solution the CFO provided?

What is one word that describes your experience with CFO?

FAQ

Frequently Asked Qustions.

Got any questions to ask? or got any confusion? We got solution for everything.

What is the problem CFO has helped you with?

What was the quantitative/qualitative impact?

What is the solution the CFO provided?

What is one word that describes your experience with CFO?

Contact Us

Get in Touch.

Get in Touch.

Contact us now, We are always ready to talk to you and help you

Contact us now, We are always ready to talk to you and help you

Super Deal

All in One Beautiful Package

It’s touch. It’s experience. It’s relationships. It’s results.

About Us

About Us