Virtual CFO Services for Startups — Remote Financial Leadership for Every Stage

Scope follows your stage rather than a fixed package:

• Pre-seed and pre-revenue — a lean operating model, a monthly burn tracker and a first-year plan, often in just a few hours a month.
• Seed — a driver-based model, a defensible round size, cap-table and dilution scenarios, and an investor update template.
• Series A — unit economics by cohort and channel, board pack design, budgeting against plan and the data room for the next raise.
• Series B and beyond — multi-entity consolidation, audit readiness, controller hiring and a clean handover to a permanent chief financial officer.

Prefer someone who also joins you on site part of the week? Compare our fractional CFO model for founders. Want to hand over the whole finance function, bookkeeping included? See outsourced CFO support for founders. Formats for every kind of company are collected on our remote CFO hub, and you can estimate your runway before a call with the burn rate calculator.

• Runway control — a weekly cash view, burn multiple and months of runway under base and downside cases, with pre-agreed trigger points for cuts or a bridge.
• Fundraising — the model, round size and use of funds, data room, diligence Q&A and a term-sheet review alongside your lawyer.
• Investor reporting — a monthly update covering revenue, burn, runway, KPIs and asks, plus a quarterly board pack.
• Planning and budgeting — an annual plan by department, a hiring schedule and a variance review that explains every material gap.
• Unit economics — CAC payback, gross margin and LTV by cohort and by segment, because a product sold to SMEs behaves very differently from one sold to enterprises.
• Tax and compliance groundwork — R&D credits, sales-tax nexus in the United States, VAT registrations in Europe and coordination with valuation providers for option grants.

• Runway is under 12 months and there is no written bridge or cut plan.
• You plan to raise within six months, and the model was built by a founder late at night.
• Investors expect monthly updates that someone assembles by hand from three tools.
• Burn grows faster than revenue, and no one can tie spending to milestones.
• The month-end close takes three weeks or more, so every number is already stale.
• You sell to both SMEs and enterprises, and nobody has modeled how annual contracts and long procurement cycles shift cash timing.
• You are opening a US or EU entity and are unsure how to bill between them.
• A founder spends a full day a week on finance admin instead of product or sales.

If several of these apply, a 30-minute call is enough to tell whether you need ongoing support or a single project.

1. Intro call — your stage, business model, runway and next milestone, and an honest view of what to fix first.
2. Health check — in the first two weeks we review the books, model, cap table, spend management and reporting, then share written findings.
3. Tailored scope — hours, cadence and deliverables agreed on a month-to-month basis.
4. Build — model, cash forecast and reporting templates in place within 30–45 days.
5. Run and adjust — regular check-ins, a monthly close review and investor updates; we scale up before a raise and down after it.