Services

A complete finance function,
rented by the milestone.

Six capability lines, deployed in whichever combination fits your stage. Engage one or stitch them into a fractional finance team. Tailored, never templated.

Tailored for

Fractional CFO

Operator-grade financial leadership without the full-time hire. Cashflow governance, board-level strategy, and the judgment your stage demands — sitting beside you on the calls that matter.

Cashflow management
Board reporting
Financial governance
Capital strategy
Hiring & comp plans
Founder advisory
Board pack · Q4 Live
MRR
$148k
▲ 9.2%
Burn
$92k
▼ 4.1%
Runway
18mo
▲ 2mo
12-month outlook · base case
Base Bear Bull
Bull · +28% upside Base · committed Bear · 14mo runway

FP&A & Modeling

Models you can defend at any audience — board, investor, lender, or auditor. 3-statement pro forma, cohort retention, and the unit economics that turn a deck into a term sheet.

3-statement model
Scenario planning
Sensitivity analysis
Unit economics
CAC payback & LTV
Cohort analysis
Cohort retention · 2024 Live
M0M1M2M3M4M5M6M7M8M9M10M11
Retention
M6 = 84% NRR · 118%

FinOps

Close-cycle compression, AP/AR rigor, and the operational plumbing that compounds into real margin. The discipline that turns the back office from a fire drill into a lever.

AP / AR automation
Monthly close (<10d)
Vendor workflows
Expense governance
Process documentation
Audit prep
Close cycle · time to lock Live
Q1 → Q4 22d → 7d
Q1 · 22 days Q2 · 18 days Q3 · 12 days Q4 · 7 days
−68% time-to-close Auto-recon & categorization

Capital Strategy

Round timing, investor narrative, and a data room ready before the first partner meeting. Whether the next dollar is equity, debt, foundation, or non-dilutive — we get you to it, faster and on better terms.

Pitch deck review
Data room build
Investor narrative
Diligence prep
Term sheet review
Round sequencing
Series A · pipeline Live
Intro
L2
DD
Term sheet
Sequoia
a16z
Felicis
Bessemer
Greylock
Khosla
First Round
Index
9 active 1 term sheet · in review

Grants & Compliance

Pipeline strategy, narrative and budget co-authoring, drawdown management, and the funder reporting cadence that earns the next grant on repeat. Restricted-fund discipline that audits depend on.

Grant strategy
Grant writing
Restricted fund tracking
Funder reporting
990 / filing prep
Compliance audits
Restricted vs unrestricted Live
$2.4M TOTAL FUNDS
Program · restricted 50%
Operating · unrestricted 33%
Capacity · time-bound 17%
Audit-ready $840k secured · YTD

Systems & Tooling

Modern finance stack — QuickBooks, Ramp, Stripe, Mercury, Gusto — wired together, integrated with your CRM, and handed off documented. Built so your close cycle scales with you, not against you.

QBO / Xero setup
Ramp / Brex / Mercury
Gusto / Rippling
Stripe / billing
CRM integrations
Data warehouse
Stack map · integrated Connected
VIG FINANCE HUB QuickBooks Ramp Stripe Gusto HubSpot Mercury Looker Notion
9 systems · 1 source of truth

Three ways to work together.

Scope reflects the moment you're in — not a per-seat license. Every engagement is sized after a 30-minute intro. Pricing is shared transparently once we understand the work.

Note · because we work across industries and meet clients where they are, pricing varies by scope and stage. We share specifics on the intro call.

Choose your industry.

Capabilities re-ordered, language re-tuned, and the deep-dive built for the priorities your stage actually faces. Pick the one that fits.

Let's scope what the next 90 days should look like.

30-minute intro. No deck, no upsell.

RESPONSE TIME< 24h
FIRST DELIVERABLEWeek 1
NDA-READY● ON FILE