Fractional CFO
and fundraising advisor.
Pre-seed to Series B. Beyond if the fit is there. One integrated engagement: finance function and fundraising, run by the same senior team, on the same data.
One integrated engagement.
Same team. Same data.
Finance function and fundraising, operated by senior advisors who sit as CFOs in tech companies today. No hand-off, no translation layer.
Finance function
We build and run the cockpit a tech company needs before, during, and after a raise.
- Budget and 3-statement model · monthly, 3 years
- Cash management and runway scenarios
- KPI dashboard: ARR, NRR, NDR, CAC payback, LTV/CAC, burn multiple, rule of 40
- Board pack and investor reporting
- Pro-forma cap table and dilution scenarios
- Ad-hoc analyses: pricing, hiring plan, unit economics by segment
Fundraising
From first deck to signed term sheet. For rounds above CAD 3M.
- Equity story and narrative
- Financial model investors will actually stress-test
- Data room, structured and defensible
- Investor targeting and prep for each meeting
- Term sheet review and negotiation support
The finance work.
Off your calendar.
Close, cockpit, cash, investor updates, board prep, fundraising. On our calendar — not yours. Your week gets one line back: a 30-minute CFO sync.
Fixed fees.
Scoped at engagement.
Three engagement formats. Ranges are indicative. A final fee is set after a free scoping diagnostic, so you never pay for an estimate we haven't earned.
Fractional CFO retainer
Monthly engagement, 6-month minimum. Fixed fee, scoped at kickoff. You get the senior who took the call.
- Weekly working cadence
- Board pack and investor reporting included
- Fixed scope revisited every quarter
Punctual work
Day rate or hourly. For specific analyses, board prep, pricing exercises, or a short unit-economics deep-dive.
- Scoped in hours or days
- One-off deliverable, no retainer commitment
Fundraising mandate
From first deck to signed term sheet. Flat fee, sized to the round, set at kickoff. Rounds above CAD 3M.
- Narrative, model, data room
- Investor targeting and meeting prep
- Term sheet review and negotiation
No success fee. Ever.
We're advisors, not brokers. Our value is telling you when a round is mispriced, when a term is toxic, when you're not ready. A success fee kills that freedom.
All ranges are indicative. Final fees are scoped at engagement, after a free 30-minute diagnostic.
we refuse
- No success-based compensation on fundraising.
- No engagement without a scoping diagnostic first.
- No clients outside tech.
Five working days.
From diagnostic to a round-ready deliverable.
You sign on Friday. On the following Friday, you already have a narrative, a model, and a data room investors can open.
30-min diagnostic
Access to accounting and cap table. Working hypotheses put on the table, out loud.
KPI cockpit v1
ARR, NRR, burn multiple, runway. Live, sourced, auditable. Not a deck.
3-statement model
Driver-based, monthly, 3 years. Wired to the actuals, so the model survives contact with investors.
Narrative & data room
Board-ready memo, round positioning, investor-ready assets. Something you can send the same afternoon.
Three steps.
You decide at step two.
Nothing starts before we've looked at your situation, and nothing scales before you've said yes. Free diagnostic, transparent scoping, then delivery.
30 minutes, free.
We look at where you are, what you need, and what's missing. No sales pitch.
One week to propose.
We write up a scope, a team, and a fee. You accept or you don't. No commitment until then.
First month, first deliverable.
We start. Early deliverables inside the first month, so you never wait a quarter to see value.
Build your Scope of Work first.
Two minutes, no email required. You get a real document — scope, deliverables, indicative fee range — to take to your board or come back to us with.
Prefer to talk first? Book a 30-min diagnostic instead.