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Know Your Numbers. Make Every Big Decision With Confidence
Without a Full-Time Hire
This is for the business owner making big calls — hiring, pricing, raising — without numbers built to back them up. Whether you're three years into your first venture or fifteen years into running an established company, the gap is never your business. It's your financial clarity.
Trusted by 100+ business owners across fintech, healthcare, professional services, and e-commerce — $20M+ raised for clients
90
Days to Results
100%
Clarity Guaranteed
If any of this sounds familiar, keep reading:
You're making big decisions — hiring, pricing, fundraising — but your numbers aren't set up to tell you if you can afford to
You've looked at your financials and honestly... they don't give you much to work with
Investors have asked questions you weren't ready for, and it cost you
You're spending hours in spreadsheets every week and still don't feel confident about what they're saying
You know you need help, but you've been putting it off because it felt like one more thing on the list
Here's what we've seen working with 100+ clients
The problem is almost never the business itself. It's the financial infrastructure behind it.
Most executives at your stage are making decisions on instinct because the numbers aren't set up to give them real answers. That changes with the right support.
Our services give you investor-ready financials and strategic clarity. It's built around your specific situation — not a generic template.
Here's Exactly What You Get
Choose the service that fits your current needs
Fractional CFO
Monthly financial reporting with real commentary
12-month rolling cash flow forecast
KPI dashboard built for your stage
Investor-ready financial package
Bi-weekly 60-minute strategy sessions
Direct Slack access between sessions
Delivered monthly • Results within first 30 days
Fundraising Prep
Financial model built or cleaned up
Data room preparation and review
Investor narrative aligned to financials
Pitch deck financial slides reviewed
2 mock Q&A sessions for investor prep
Final package: model + data room + deck
Delivered in 4-6 weeks • Model ready in 2 weeks
Financial Model
Custom 3-statement model (P&L, BS, CF)
3-5 year projections with scenarios
Unit economics breakdown (CAC, LTV, margins)
Investor-ready formatting with exec summary
1 live walkthrough session
30 days of follow-up support
Delivered in 2 weeks • 1 revision included
Here's what you're actually getting:
A 30-minute session that normally takes businesses months — and thousands in mistakes — to figure out on their own.
Walk away with at least one specific thing you can do this week. That's the floor.
Here's my promise:
If we talk for 30 minutes and you don't walk away with at least one specific thing you can do this week to improve your financial position — that's on me.
No pitch. No follow-up you didn't ask for.
Ready to get clarity on your numbers?
Book a free 30-minute strategy call. No pitch, no pressure — just a real conversation about what would move the needle for your business.
We take on a limited number of new clients each month. If you've been thinking about getting your finances in order, now is a good time to find out if we're a fit.