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Get a CFO who gets you

We work with startups and SMBs all day, every day. We'll meet you where you are - on your timeline.

Unlock fundraising, strategy, and rapid growth with fractional CFO services built for founders, by founders.

 

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Proven experience, tailored to your needs

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Evan Diaz de Arce

Director of CFO Services

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  • Founded and exited a tech company with a $1B+ valuation
  • Helped raise $250M+ in private and venture capital
  • Has served 40+ startups in a fractional CFO capacity
  • 10+ years startup finance at Director/CFO level
  • 25+ startup investments made as an angel investor

Photo: Mohammad Ouhadi

Mohammad Ouhadi

Startup CFO

Mohammad has fundraising experience on the investor side and the startup side. Previously worked in Techstars' fundraising and finance practice.

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Nate Jewell

Associate CFO

Nate is a former founder with a strong track record in startup finance, having served 10+ companies in a fractional CFO capacity.

Photo: Mohammad Ouhadi

Josh Hinkle

Associate CFO

Josh is a CPA with a mind for strategy and experience on both sides of the fundraising game. Josh has worked with private equity and venture capital funds.

Trusted by top founders

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CFO Lite

Financial Hygiene and Maintenance


We focus on your company's financial hygiene and ensure clear visibility into your financial health. We maintain your financial model and provide a solid foundation for you to understand your company's key drivers and potential blind spots.


What you get:
  • Custom financial model in Forecastr's platform
  • Dedicated Fractional CFO assigned to your company
  • Monthly call with your CFO
  • No special projects or support outside of the standard scope
  • Estimated total 4 hours/month of Forecastr CFO Services
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CFO Startup

Exploring Strategy and Optimization


In addition to the services included in CFO Lite, we focus on modeling different scenarios, exploring fundraising strategies, and finding opportunities to optimize your business. Assign special projects to your CFO as needed.


What you get:
  • Custom financial model in Forecastr's platform
  • Dedicated Fractional CFO assigned to your company
  • Monthly call with your CFO
  • Up to 5 hours/month of dedicated CFO support for special projects
  • Estimated total 9 hours/month of Forecastr CFO Services
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CFO Scale

Comprehensive Financial Management and Growth


We dive deep into your business and offer a full range of special projects every month. We will optimize your business model, identify your most direct path to growth, and help manage your financial priorities to the highest level.


What you get:
  • Custom financial model in Forecastr's platform
  • Dedicated Fractional CFO assigned to your company
  • Monthly call with your CFO
  • Up to 10 hours/month of dedicated CFO support for special projects
  • Estimated total 14 hours/month of Forecastr CFO Services
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Example CFO special projects

Fundraising support


Strategic fundraising guidance
Pitch deck preparation and review
Pitch practice and feedback
Assistance negotiating terms
Data room management
Investor research and pipeline development

Board and investor relations


Financial slides for board decks
Financial write-ups for investor updates
Board meeting attendance

Business optimization


Company metric tracking and OKR setting
Industry benchmarking
Pricing analysis
Input sensitivity analysis
Multiple scenario builds and analysis
Bonus and comp plans

Accounting and bookkeeping


Strategic guidance for accounting and bookkeeping
Strategic guidance for inventory management solutions
Accounting review and cleanup

Built for founders, by founders

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Finance done for you

Our team of seasoned fractional CFOs has a proven track record of navigating complex financial landscapes to drive growth.

From fundraising to board relations, and everything in between–we can show you the way to success.

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Flexible solutions

Choose the level of service that matches your needs, and upgrade or downgrade your commitment at any time.

Fractional CFO services allow you to get the strategic financial leadership you need, tailored to suit your business's unique goals and requirements.

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Focus on growth

Our team can help you optimize your cash flow, improve your profitability, and identify new opportunities to grow your revenue.

We'll help you find creative solutions and strategies within your marketplace.

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Fundraising success

Our CFOs have helped hundreds of startups raise hundreds of millions of dollars in private and venture capital investments.

We know every step of the process from from crafting a winning narrative to negotiating favorable terms.

Frequently asked questions

"A great financial model is a must-have tool for founders not only to close investors but to really understand and manage their business. I recommend all my founders work with Forecastr because they build incredibly useful financial models."

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Ryan Kuder
Managing Director @ Techstars

Founders love our fractional CFO services

Add a strategic finance leader to your team

Schedule a call with our fractional CFO services team to learn more.

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