Fractional CFO Services
Our retainer-based fractional CFO services provide ongoing and high-impact strategic finance support. We offer three tiers of service: Foundation, Growth, and Scale, designed to match your stage and needs.
Foundation — Seed Stage
You’re moving fast with limited capital, proving your product and preparing to raise. You need smart financial planning to hit milestones, stretch runway, and build investor confidence.
What You Get:
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Milestone-based budgeting & forecasting
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Cash runway and burn tracking
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Lean financial systems setup
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Investor-grade model and fundraising prep
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Non-dilutive funding strategy
Growth — Series A
You’ve raised capital and are scaling fast on teams, customers/patients, and spend. You need sharper burn control, clear reporting, and scenario planning to meet board expectations and stay Series B-ready.
What You Get:
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Advanced FP&A with rolling forecasts
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Capital allocation and cost optimization
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Vendor and contract review/negotiation
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Board-ready reporting and KPI dashboards
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Partnership or channel deal financial modeling
Scale — Series B
You’re scaling across programs and markets while facing growing investor and board demands. You need strategic finance leadership to manage complexity, support partnerships, and prepare for IPO, M&A, or whatever’s next.
What You Get:
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Integrated, multi-program financial planning
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Margin improvement and cost control
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Partnership, licensing, and M&A deal modeling
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Exit readiness (IPO/M&A) with diligence-ready financials
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Advanced risk and scenario planning