Essentials
This plan is all about impressing investors and stakeholders and keeping them happy. We build the model with your input and keep it up to date for you. We develop quarterly financial slides for your board, so you always have a great story to tell.
What you get:
- Custom financial model in Forecastr's platform
- Dedicated Financial Analyst assigned to your company
- White-glove onboarding
- Quarterly deliverables:
- Model updates with historical data from accounting (QBO/Xero only)
- Forecast adjustments
- Investor reports
- Financial slide(s) for board presentations
- 1 hour meeting time with your Financial Analyst
Growth
This plan is all about making better decisions and growing your company. We work closely with you to identify new growth opportunities and help you maintain healthy cash flow. We adjust your forecasts and provide a detailed financial health report on a monthly basis.
What you get:
- Custom financial model in Forecastr's platform
- Dedicated Financial Analyst assigned to your company
- White-glove onboarding
- All quarterly deliverables in Essentials plus:
- Monthly model updates with all historical data (QBO/Xero only)
- Monthly financial health report
- Monthly forecast adjustments
- 1 hour of meeting time with your Financial Analyst
CFO
Need more time? Our CFO Services are all about proactive leadership and supercharging your business. We actively look for ways to optimize your strategies and maximize results. You can assign your CFO to work on special projects as needed (details below).
What you get:
Everything in Growth plus:
- A dedicated Fractional CFO
- Monthly call with your CFO
- Dedicated time for special projects, including but not limited to:
- Strategic guidance on accounting setup and cleanup
- Pricing analysis
- Board and investor relations
- Strategic fundraising guidance
- Company metric tracking and OKR setting
See Forecastr in action
Take a self-guided tour of our financial modeling platform
