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Forecasting & FP&A
A bottoms-up driver model that ties to your GTM motion — not a spreadsheet that breaks the moment you raise. We rebuild your model, wire it to the data, and update it weekly.
Outsourced strategic finance and FP&A for venture-backed SaaS founders. Reporting that's on time. Forecasts your board will trust. Pricing that compounds.
A bottoms-up driver model that ties to your GTM motion — not a spreadsheet that breaks the moment you raise. We rebuild your model, wire it to the data, and update it weekly.
Books closed, reconciled, and reported shortly after month-end. Every month. Audit-ready, board-ready, no excuses.
ARR, NDR, CAC, magic number, payback, rule of 40 — benchmarked against your stage peers. Quarterly delta reports for your board.
The leakiest bucket in your funnel. We re-price packages, tier expansion, run win/loss against churn — and lift gross retention by points, not basis points.
We build the deck, we write the narrative, and we show up in the room. Hard questions answered with data — not vibes.
Diligence-ready data rooms. Forecasts that survive the LP grilling. Cap tables that don't melt. Warm intros where it counts — and a CFO in the room when the term sheet hits.
You've raised at least $1M from institutional capital. You have a board. You answer to it.
SaaS, usage-based, platform — anything with an ARR line and net revenue retention to defend.
Delaware C-Corp at the top of the cap table. International subsidiaries, remote teams, global revenue — all welcome. We just need the parent entity stateside.
You're targeting a 2-3x year. You'd rather burn smart than safe. You want a partner who can keep up.
We pull your books, your model, your data stack. Find the gaps. Tell you the truth about what's broken.
Reporting cadence locked. Monthly close rebuilt. Model rewritten. KPIs wired to the source of truth.
Monthly close, reconciled and reported soon after month-end. Weekly forecast updates. Board pack on time, every time. A CFO in the room when it matters.
Capital raises, M&A, exits. We've sat on both sides of the table. We bring our network and the receipts.
You get the same strategic horsepower without the all-in cost of a full-time executive hire — plus a full back-office team (controller, accountant, tax, ops) plugged in from day one. We scale our involvement up or down month to month. When you're ready for a full-time CFO, we'll help you hire them and hand off cleanly.
A weekly working session with your team, a monthly board pack we own end-to-end, and Slack-speed responses in between. Most clients see us in their Notion, their cap-table tool, their data warehouse, and their boardroom.
Sometimes. More often we plug into what you have, fix what's broken, and bring in our preferred partners if you need them. The goal is a clean stack — not more vendors.
Seed through Series C. We're sharpest in the moment you've outgrown the part-time bookkeeper but can't yet justify a full-time CFO hire.
Onboarding kicks off within 7 days of contract signature. The first board pack with our fingerprints on it typically lands within 30 days.
Engagements start at $3K/month for a focused CFO-only scope and scale up with controller, accounting, tax, and PeopleOps add-ons. We publish a clear menu — no surprise invoices, no scope creep.
Tell us where your startup is today. We'll tell you what's possible by next quarter — with the math to back it.
Book a working session → 45 min · Free · No pitch deck required