Use CFO Services to make more informed financial decisions.
Improve your company, spot growth prospects, and win over important stakeholders
with knowledgeable advice from CFOs who've seen it all.
Tools And Technologies
Dependable reporting that allows you to concentrate
OUR CFO TRACK RECORD
We've helped 200+ customers...
RAISE
$2.1B
IN CAPITAL
FREE UP AS MUCH AS
$200K
IN LIQUIDITY
Join forces with an elite CFO team
To make sure you are connected with someone who understands your business and is knowledgeable about the support you are seeking for, we employ CFOs from leading investment banks, PE & VC firms, and consultancy organizations.
Get a reliable financial model.
Make strategic decisions together and gain access to smart projections by utilizing our vast expertise working with hundreds of businesses just like yours. We'll plan and simulate the effects of different situations to steer your company in the proper path.
Control costs and scale efficiently
Want to extend your budget? We've got you covered. By putting cash management techniques into practice and giving you a clear, enlightening picture of your expenditures to optimize efficiency, we'll help you steer a tight financial ship.
Draw in the attention of investors
Improve your pitch by working with a seasoned CFO to create a customized financial model and increase your valuation. We walk you through the steps and assist you in selecting the best source of funding so you can proceed with confidence through your fundraising or M&A process.
HOW IT FUNCTIONS
Our Opportunities
At every phase of your company's development, your Pilot CFO will act as a catalyst for expansion.
STAGE 1: ONBOARDING
Develop a Financial and Operational Model
In order to gain a thorough understanding of your company and lay the groundwork for your continued monthly engagement, your CFO will begin by building a financial model.
PERSONALIZED MODEL INCLUDES:
- Profit & Loss, Balance Sheet , and Cash Flow Statements
- Budget vs Actuals
- Industry-Specific KPI Dashboard
- Headcount & Compensation Plan
- Scenario Planning (Base, Bull, Bear Case)
STAGE 2: STEADY STATE
Steady State Monthly Participation
You and your CFO will collaborate throughout the ongoing monthly engagement. Below are the specific projects and monthly deliverables broken down by engagement level.