For SaaS & AI Startups

    Fractional CFO for SaaS and AI

    How your financial needs evolve as you grow

    Every stage of a SaaS or AI business brings a different set of financial truths — and the decisions that help you grow early can hold you back later.

    We grow with you and our services evolve across the different business stages:

    Starting Out
    Growing
    Scaling Fast
    Mature
    Financial Analysis & Reporting
    • Basic monthly financials
    • Unit economics foundations
    • Early KPI tracking
    • Monthly statements with commentary
    • KPI dashboards (MRR, churn, CAC, LTV)
    • Board-ready reporting
    • Performance dashboards
    • Cohort and segment analysis
    • Investor-grade reporting
    • Executive reporting and insights
    • Portfolio-level performance views
    • Audit-ready financials
    Forecasting & Planning
    • First financial model
    • Basic cash and runway projections
    • Simple budget creation
    • 12-month rolling forecast
    • Scenario planning
    • Department budgets and variance tracking
    • 12–36 month financial model
    • Revenue modeling for SaaS/usage-based
    • Multi-scenario planning
    • Long-range strategic planning
    • Board-level forecast narratives
    • Capital allocation modeling
    Cash Flow & Runway
    • Cash-in/cash-out visibility
    • Burn rate awareness
    • Basic payment terms
    • Weekly cash flow tracking
    • Burn rate optimisation
    • Working capital planning
    • Real-time cash visibility
    • Runway extension strategies
    • Payment terms strategy
    • Treasury and cash management
    • Working capital optimisation
    • Multi-entity cash planning
    Fundraising Support
    • Investor-ready model
    • Data room basics
    • KPI narrative for investors
    • Forecast validation
    • Investor reporting discipline
    • Due diligence readiness
    • Pre-IPO or strategic exit preparation
    • Investor relations and reporting
    Operational Finance
    • Basic finance stack setup (billing, payroll, AP/AR)
    • Simple processes and controls
    • Early RevOps alignment
    • First pricing and packaging review
    • Scalable finance systems
    • Billing and revenue operations alignment
    • Cost structure review
    • Pricing experiments and optimisation
    • Data clean up and structure
    • Chart of accounts optimisation
    • Finance automation and workflow design
    • Multi-currency or multi-entity operations
    • Procurement and vendor management
    • Advanced pricing strategy
    • Fully optimised finance operations
    • Internal controls and compliance
    • Finance team design and leadership
    • Enterprise-grade pricing and margin architecture
    Strategic Support
    • Founder decision support
    • Early GTM validation
    • Product margin basics
    • "What should we focus on?" clarity
    • Cross-functional alignment (product, sales, ops)
    • Market expansion planning
    • Margin improvement initiatives
    • Strategic KPI design
    • Strategic planning cycles
    • International expansion modelling
    • M & A support and integration
    • Leadership support for rapid growth
    • Executive-level strategic finance
    • M&A support (buy or integrate)
    • Board and investor engagement
    • Long-term value creation strategy
    Start the conversation