Client Average Growth
I transform complex financial data into actionable growth strategies, helping scaling startups and mid-market enterprises secure funding, optimize cash flow, and accelerate their path to profitability.
I don't just report on the past; I architect the financial future of your business. Here is how my strategic approach differentiates from traditional accountants.
Moving beyond static P&L statements to build dynamic dashboards that track real-time unit economics and operational KPIs.
Designing financial tech stacks and internal controls that seamlessly adapt as you scale from Seed to Series C and beyond.
Proactive cash runway modeling, scenario planning, and stress-testing to ensure survival through market volatility.
Optimizing cash conversion cycles, strategic vendor negotiations, and restructuring debt to maximize working capital.
Comprehensive financial leadership tailored to high-growth environments, delivered flexibly as a fractional partner.
Real results delivered across various industries. Confidentiality is paramount, but the metrics speak for themselves.
A rigorous, structured approach ensuring immediate impact and long-term sustainability.
Deep dive into historical financials, existing tech stack, cap table, and current operational bottlenecks. We identify immediate fires to put out.
Development of a robust 3-statement financial model, setting realistic KPIs, and crafting a strategic roadmap tailored to your growth milestones.
Implementing dashboards, automating reporting workflows, and establishing proper board governance. I act as an extension of your executive team.
Ongoing monthly financial reviews, variance analysis against budgets, investor updates, and continuous pivot modeling as market conditions change.
A CPA or traditional accountant is primarily historically focused—ensuring compliance, tax filing, and accurate bookkeeping. As a Fractional CFO, my role is forward-looking and strategic. I use the accurate historical data provided by your accountant to build predictive financial models, advise on capital allocation, manage investor relations, and guide strategic business decisions.
My sweet spot is scaling venture-backed startups (Series A through C) and mid-market enterprises generating between $5M and $50M in annual recurring revenue. Companies at this stage have complex financial needs—like raising institutional capital or preparing for M&A—but often don't require or can't justify the $250k+ salary of a full-time, in-house CFO.
Engagements are highly customized based on your needs. They typically fall into two categories: Retained Fractional CFO (a set number of days per month where I act as part of your executive team) or Project-Based Advisory (specific deliverables like a Series B pitch deck model, a buy-side due diligence report, or implementing an ERP system).
Absolutely. Capital raising is a core competency. I handle the entire financial narrative: building an institutional-grade, stress-tested financial model, crafting the financial slides for your pitch deck, preparing data rooms, and acting as the financial point of contact during investor due diligence.
Fill out the form below to schedule a confidential, complimentary 45-minute financial audit.