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Audit, Advisory, Ongoing

Finance

Seed / Early Growth, Series A+ / Scaling

Financial leadership to help you understand your numbers, raise with confidence, and scale responsibly—without the cost of a full-time CFO.

When You Should Hire...
  • Preparing for a fundraise and need a clean, investor-ready model

  • Tracking burn and runway is manual or unclear

  • Founders need help translating financials into strategy

  • Forecasts don’t match reality and need recalibration

  • Revenue ops or SaaS metrics need refinement

  • Growing headcount and need structured financial planning

  • Prepping for diligence or external review

What our experts can do for you...
  • Financial modeling and forecasting

  • Budgeting and cash flow planning

  • Fundraising support (pitch inputs, financials, investor Q&A)

  • Burn rate and runway management

  • Unit economics and pricing analysis

  • Revenue and expense tracking systems

  • Bookkeeping oversight and cleanup

  • KPI dashboards and reporting

  • Finance stack recommendations (tools + processes)

  • Due diligence and audit prep

Sample Outcomes
  • Investor-ready financial model with multiple scenarios

  • Clear understanding of your runway, burn, and budget

  • Defined CAC, LTV, gross margin, and key startup metrics

  • Better strategic decisions based on real numbers

  • Finance function and tooling that scales as you grow

  • Fewer surprises—and better internal visibility

Sample Offerings
  • Financial Model + Forecast Build: 2–3 week sprint

  • Fundraising Support: 4–6 week engagement around pitch and model

  • Fractional CFO: 10–20 hrs/week ongoing or monthly retainer

  • Budgeting & Planning: Quarterly planning cycle + reporting cadence

Schedule a Call with Our Experts

Dave

Cotter

Fractional Finance & Business Leader

Fractional Executives

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