Fractional CFO Services for Hypergrowth Tech Startups

Strategic, growth and capital-oriented financial advisory

Select Clients & Transactions (Current/Past)

New Silver | tech-enabled, nationwide lender to the fix-and-flip residential real estate market

yearend | Y Combinator W20 alum; now Carta Tax Advisor

Other hypergrowth startups operating at various stages of the business lifecycle!

Our Services

Fractional CFO Services

We provide strategic and growth-oriented financial leadership to fast-growing startups (typically Preseed, Seed, and Series A).

Our Fractional CFO model equips businesses with Fortune 500 and Silicon Valley startup “unicorn” experience at unparalleled value (at a fraction of the cost and effort to find, hire, manage and retain a full-time executive employee). Our services are provided on a part-time, monthly basis at costs (subject to client needs and complexity) that are ultimately far exceeded by the value-creating services we provide, whether through the generation of enhanced profitability, the avoidance of costly missteps, and/or introductions to key folks within our network (e.g., potential customers, investors, employees, service providers, etc.).

Standard Offerings Include:

  • Development and maintenance of a company’s pro forma financial model (encompassing budgeting and strategic planning), including cash flow, cash burn and/or cash needs analysis

  • Ad hoc financial analysis pertaining to individual growth & profitability initiatives, partnerships, and related matters

  • Accounting records are to be maintained by the company’s accountants / bookkeepers

  • Consistent and ongoing strategy evaluation and operating guidance

  • Board and pitch-deck review & preparation, capital sourcing