Your financial story is the reason investors say yes — or no.
Most early-stage founders are fundable. Their pitch is compelling, their market is real, their traction is growing. What’s missing is the financial infrastructure that translates all of that into investor confidence. That’s what I build.
WHY PARTNER WITH A FRACTIONAL CFO?
I. Investor Ready Financial Infrastructure
The financial model, KPI dashboard, and data room built to institutional standards. Benchmarked against public comps. Built to withstand due diligence from a fund that has seen thousands of decks.
- Three-statement financial model
- Unit economics analysis
- KPI dashboard tied to investor benchmarks
- Use of funds mapped to milestones
- Cap table review and cleanup
The story that connects your traction to an investor’s return. Not the product story — the financial story. The one that answers: why this company, why now, and how does an investor make money?
- Revenue model articulation
- Path to profitability narrative
- Competitive financial positioning
- Investor deck financial section review
- Valuation defense preparation
Warm introductions to the right funds — not names on a list. I track newly raised funds weekly and know who is actively deploying right now. My introductions are prepared, targeted, and positioned. My name goes on every one.
- Curated investor targeting strategy
- Warm introductions to active funds
- Investor meeting preparation
- Due diligence Q&A support
- Term sheet review and guidance
For founders who want more than a fundraising partner. Growth decisions, pricing strategy, hiring sequencing, operational finance — the full CFO function without the full-time cost.
- Monthly financial reporting
- Board meeting preparation
- Growth strategy financial modeling
- Fundraising round planning
- Series A preparation
FinMin
Pre Revenue / Pre Product- Research competitive landscape
- Develop research driven assumptions
- Create revenue model/pricing structure
- Construct pro forma financials
- Set up financial accounting system
- Deliver critical daily and weekly reports
FinMid
Near Revenue / Post Product- Research competitive landscape
- Develop research driven assumptions
- Create revenue model/pricing structure
- Construct pro forma financials
- Set up financial accounting system
- Deliver critical daily and weekly reports
- Develop capital strategy/contact list
FinMax
Post Revenue / Post Product- Research competitive landscape
- Develop research driven assumptions
- Create revenue model/pricing structure
- Construct pro forma financials
- Set up financial accounting system
- Deliver critical daily and weekly reports
- Develop capital strategy/contact list
- Develop valuation estimate
- Construct cap table
Step One
Book a call to tell us about your company’s goals. We’ll let you know if Finance for Entrepreneurs is right for you.
Step Two
We kick things off with an onboarding call to discuss how we can best serve you.
Step Three
Each month you’ll get 6, 10, or 20 hours of one-on-one support, which includes unlimited email and phone support.
Start Your Journey