Looking for ongoing CFO support rather than a one-time report?
See Fractional CFO services →Every plan is reviewed and signed off by a senior CFO before it reaches you. The difference is how deep we go — and whether you want a written answer or a live working session. Pick where you are today.
You're about to raise, make a major hire, or change your pricing. You need numbers you can defend in any room — not a Notion doc cobbled together at 2am. Investors ask questions a surface-level read won't answer.
True CAC, LTV, payback period, and gross margin per customer cohort. You'll know exactly which customers make you money — and which ones cost more than they pay.
Good, okay, and bad cases — fully modeled. If you miss revenue by 30%, when does cash run out? If you double headcount in Q2, how does runway change? Each scenario is a defensible spreadsheet, not a guess.
Where you're underpriced. Where a single discount is silently destroying margin. The two or three pricing moves that would meaningfully improve profitability in the next quarter.
The narrative a Series A investor needs — mapped to your actual numbers. Why your unit economics work, what changes at scale, and the three metrics to lead every conversation with.
What investors will ask for, what's weak in your data room, and what to clean up before the term sheet conversation — so you don't lose two weeks scrambling mid-process.
A working spreadsheet you keep, edit, and share. Not a black box — update the inputs yourself and watch runway and scenarios recalculate. Yours permanently after delivery.
✓ Pick Deep Dive if
— Skip Deep Dive if
"Your blended CAC is $1,840, but enterprise CAC is $4,200 with a 19-month payback. Your SMB segment pays back in 4 months and funds the enterprise motion. If you cut SMB to invest more in enterprise — which the pitch deck implies — runway compresses to 9 months in the base case. Here's the version of the story that holds up."— Excerpt, anonymized Deep Dive dossier
A document is great until the investor asks a follow-up. You need to actually understand the numbers — not just be able to forward them. This tier gets you ready for questions that haven't been asked yet.
The same senior CFO who built your dossier walks you through it live — screen-shared, model open, your questions running the agenda. Not a pitch review. A real working session.
We walk through the 12 hardest questions a Series A partner asks about your numbers and rehearse crisp answers until none of them land as surprises. You'll know where you're vulnerable before they do.
"What if we delay the raise 3 months?" "What if we lose this customer?" We change inputs together in real time and watch the model respond. You leave with the answers — and the spreadsheet.
Send your deck before the call. We pressure-test every financial slide — TAM math, growth assumptions, ARR claims — and tell you which numbers an investor will push back on first.
After the session: a one-page memo recapping the three decisions we discussed, the recommended path on each, and deadlines. Forward-able to your co-founder or board. Written, not just remembered.
Clarifying questions over email for two weeks after the call. If a new investor question lands or a number stops making sense at 11pm — same CFO, same context, no re-onboarding.
✓ Pick Founder Call if
— Skip Founder Call if
"Let's say the lead pushes you to commit to 3× ARR next year. Open the model. If we hold CAC flat and keep SMB churn below 4%, you need 6 reps hired by April — that's a $480k cash hit between now and August. Here's how I'd answer the question. And here's what I'd say if they push back on the assumption."— Excerpt, anonymized Founder Call working session
Most founders fit one of three patterns. Find yours.
You're building, not raising. You've never had your numbers stress-tested. You want a real answer — not reassurance, not a generic template.
There's a big decision in the next 90 days. You need defensible numbers and a model. A written dossier is enough — you'll handle the conversations yourself.
You have a meeting coming up. You need to rehearse the answers — and have a CFO to call for two weeks after if it gets complicated.
Not sure which plan fits? Book a free call and we'll tell you exactly what you need. Move from a Deep Dive into a Founder Call later and we build on the work already done. No starting over.