Senior advisory for companies where strategic decisions are outpacing the finance function.
How engagements work →When Founders Bring Us In
Most engagements begin at one of three inflection points — when the cost of getting the answer wrong is too high to absorb.
01
Fundraising, acquisition, exit prep, board reporting. Moments where the model, the story, and the financials all need to hold up to sophisticated scrutiny.
02
"How long do we have?" should never be a guess. We build the visibility — and the strategic options — before runway becomes a crisis.
03
Past the bookkeeper, not ready for a full-time CFO. The decisions are getting bigger; the analytical infrastructure hasn't caught up.
Your Financial Partner
We've walked alongside dozens of growth-stage companies through their most critical financial inflection points — understanding both the technical challenges and the emotional weight of these decisions.
As a lean, founder-led firm, you'll always work directly with the principal advisor. No layers, no handoffs — just a partner fully invested in your outcome.
15+
Yrs. in Finance
$2B+
Transactions Advised
2+
Avg. Client Tenure
10+
Yrs. Teaching Modeling & Valuation Globally
Our Approach
Most fractional CFOs sell you a function. We're hired for the specific calls that demand senior analytical work — capital raises, acquisitions, strategic pivots, board reviews. The moments where the cost of getting the answer wrong is too high to absorb.
The deliverable changes: a calibrated operating model for a deal, a pricing analysis for a strategic pivot, a board-ready cap table for a Series A, a Financial Health Matrix scorecard anchoring an ongoing relationship.
The principle doesn't. Every recommendation comes with the why alongside the what.
Translation, not reports.
How It Works
We begin by understanding your challenges, your stage, and where you want to go. No templates — just a direct dialogue about what's actually in the way.
We craft a tailored plan based on where you are and where you're headed — not a generic playbook, but a strategy built around your specific inflection point.
Whether as a strategic advisor or fractional finance lead, we work alongside you to implement and adapt — so you're never navigating the hard decisions alone.
Engagement Models
From a 30-day foundational project to embedded fractional leadership — every engagement is scoped to the decision in front of you.
Foundation
$6,500 · 30-day project
A calibrated 3-statement operating model and a prioritized 90-day action plan. The financial foundation most ongoing relationships start from.
Light Touch
$2,500–$3,500 / quarter
Quarterly cadence for companies with embedded operations who need a senior strategic partner — not embedded finance leadership.
Embedded
$5,000–$10,000 / month
Embedded financial leadership for companies where consequential financial decisions are happening monthly, not quarterly.
Project-Based
From $15,000
For founders facing a specific transaction or capital event. Fixed scope, fixed price, defined deliverables — sized to the moment.
Not sure where you stand? Most clients begin with the free Financial Health Scorecard at FounderFinance.ai before scoping the right engagement.
Who We Serve
You're past the bookkeeper-and-controller phase, but a full-time CFO isn't the right answer yet. We come in as the senior layer — building the model, running the scenarios, telling you what your numbers mean for what's next. Whether for thirty days or three years.
Most engagements: FOS, Quarterly Advisory, or Fractional CFO.
You own the function. We come in for the specific work that demands additional senior bandwidth — institutional-grade modeling, M&A diligence, fundraising preparation, complex FP&A builds. We work with you, not in place of you.
Most engagements: Strategic Packages or scoped project work.
Client Perspective
Every engagement starts with a strategic conversation — a 30-minute call to understand where you stand, what's in front of you, and whether we're the right partner for the work.
Schedule a Strategic Conversation