Analyst Support
Get a trusty finance sidekick
When you work with Forecastr, one of our dedicated Financial Analysts works side by side with you to build your model, keep your numbers up to date, and provide the support you need to make the most of your model.
After you're live, you can choose to receive updates, support, and reporting on a monthly or quarterly basis.
Take control of your metrics, and your financial future, with Forecastr as your co-pilot.
Fractional CFO Services
Get a badass CFO
Take your business to the next level by adding one of our experienced finance leaders to your team.
Upgrade your strategies and make better decisions based on better data and in-depth analysis. Find the most direct path to success, and optimize for the metrics and benchmarks your investors want to see.
Assign special projects like accounting reviews, pricing analysis, fundraising support, board reports, and more.
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
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 how Forecastr helps businesses make smarter moves
When Amar Gautam launched the HyperTrader terminal for professional cryptocurrency traders, he recognized that his key strengths were product design and trading APIs - not finance.
Amar leaned on Forecastr CFO Services to provide the financial expertise he needed to guide HyperTrader through product-market fit and fundraising.
