Institutional-grade CFO partnership, tailored to your organization's decisions
Services
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Cash flow & treasury management
Operating budget builds + ongoing reporting & forecasting
Capital expenditure planning
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Forward liquidity stress testing
Scenario analysis
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Unit economics (CAC, LTV, margins, pricing)
Restructuring, turnarounds & diligence
Long range financial plans
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Governance policy
Board/Investor reporting delivered in partnership with professional accountants
Engagement Models
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Retained Chief Financial Officer leadership without the full-time hire
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Defined deliverables on a timeline (e.g., cash runway plan, budget build, diligence sprints)
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Retained on-demand advisory partner for decisions, review, and a second set of eyes
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Structure that fits stage, mission, and budget. Let’s talk.
Services we don’t provide include bookkeeping, accounting, tax filings, tax advice, legal advice, market making or investment banking.
We partner with these professionals and can recommend specialists as needed.