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