Board-ready insights. Fundraising support. Strategic finance without the full-time headcount.

Who We Work With

You're building a real business. ARR is climbing (or growth has slowed), investors are interested (or, no longer as interested as they once were), and you need financial clarity to make confident moves. But you're not ready for a full-time CFO, and you don’t need one.

What you need is:

• Clean, investor-ready financials

• A cash runway model you trust

• KPIs that tell the story of growth

• Strategic finance support for your next fundraise or acquisition

That’s where we come in.

What We Do

We focus on high-leverage finance work that drives growth, not bookkeeping. Our sweet spot is early-stage SaaS—from $1M to $20M ARR—where the right financial strategy can 2x your outcomes.

What’s Included:

1. Strategic Finance Systems

• SaaS-specific Chart of Accounts

• Oversight of outsourced bookkeeping

• Close and reporting process design

• Implementation of tools like QuickBooks, Mosaic, or Looker Studio

2. Planning & Forecasting

• 13-week cash-flow forecast

• Driver-based operating model

• Burn and runway reporting

• Budget vs actuals tracking

3. Fundraising Readiness

• Series A/B model with dilution and capital stack

• KPI definitions aligned to investor standards

• Board & data room materials

• Optional support with investor outreach and pitch prep

4. SaaS KPI Reporting

• NRR, CAC Payback, LTV/CAC, cohort retention

• ARR bridges and segmentation

• Monthly dashboard delivery and insights

What We Don’t Do (and Who We Partner With)

We’re not your bookkeeper (though we know some good ones), and that’s the point. We collaborate with trusted accounting partners to ensure clean books while we stay focused on the high-leverage work that moves your business forward.