- 01
The finance function
No CFO yet? We stand one up: the monthly close, the model, the reporting, the local accountants managed. We run it until it runs itself, then hand it to your full-time CFO and leave.
Monthly closeEntity consolidationCash forecastCFO hire and handover
- 02
The round
Start to finish. Deck, model, data room, investor list, every meeting, every follow-up, the term sheet read line by line. Two closed in the past year: a seed and a Series A.
The storyPitch deckData roomSeed roundSeries A
- 03
The board
Board meetings eat weeks and end in a slide review. We run the documents and the process, get the strategy arguments out of the founders' heads and onto paper, and the board spends its time arguing about the company instead of the deck.
Board reportInvestor reportingMetricsPre-read memo
- 04
The plan
Planning as most companies do it is dying. The annual plan is out of date by March, and only a few parts of it are worth keeping: the targets, the cash, the hires. We keep those, and plan the next 30 to 90 days in detail, where a plan can still steer. Your leadership team thinks in PRs shipped and campaigns launched, not margin and runway, so the plan is written in their language and re-cut every month. Finance sits in the product meeting and speaks product. Marketing sits in the finance meeting and speaks finance.
Annual targets90-day planMonthly re-planCash and runwayHiring plan
- 05
AI for finance
Most CFOs don't know AI and don't care to. We build with it every day. The close, the forecast and the board pack, built and run with AI, and your team taught to keep them running after we're gone.
AI month-end closeAI forecastAI board packTeam training
- 06
People
Kimberly's side. Org design, compensation, the hires that come next, and the hard conversations most founders put off.
Org designComp bandsExecutive hiringPerformance reviews