THE PROBLEM
Growth-Stage Companies Face a CFO Gap
Too Expensive
$200K–$400K + equity
​
3–6 month search
​
May outgrow in 12–18 months
Not Enough
Transactional, not strategic
​
No board/investor experience
​
No forecasting or M&A support
The Result
Flying blind on cash flow
​
Reactive, not proactive
​
Missed growth opportunities
THE SOLUTION
Human Expertise + AI Efficiency
Sam (Human)
15+ years CFO experience
Board & investor relationships
Strategic decision support
Quality oversight & review
AI Agents (Technology)
Real-time financial modeling
Automated forecasting & reporting
24/7 monitoring & alerts
Scalable, consistent delivery
Result: Fortune 500-level financial intelligence at a fraction of full-time CFO cost
DELIVERABLES
What You Get Every Month
Monthly Board Deck
Executive summary
Financial highlights
KPI dashboard
Cash flow & burn
Unit economics
Variance analysis
Risk factors
Board decisions needed
13-Week Cash Flow
Week-by-week projection
AR collection schedule
AP payment timing
Identified risk weeks
Mitigation recommendations
Weekly updates (every Monday
Real-Time KPI Dashboard
Revenue & growth rate
Gross margin
Burn rate & runway
CAC, LTV, payback period
Net revenue retention
Department-level spend
HOW IT WORKS
The AI-Powered CFO Stack
Reporter
Automated financials, board decks & KPI dashboards
Forecaster
13-week rolling cash flow & scenario planning
Reconciler
Automated month-end close & bank reconciliation
Advisor
Strategic analysis, benchmarking & risk alerts
Deep Research
Industry intelligence & competitive analysis
Sam oversees all agents, provides strategic guidance, and ensures quality before every client delivery
THE ROI
AI-Powered Fractional vs. Full-Time CFO
Factor
Full-Time CFO
Annual Cost
$300K+
Benefits/Equity
Yes
Ramp Time
3–6 months
Availability
Deliverables
Scalability
Business hours
Monthly
Fixed headcount
60–70% Cost Savings
Immediate Faster Ramp
AI-Powered Fractional
Fraction of full-time
No
Immediate
24/7 monitoring
Weekly / Real-time
Grows with you
24/7 Monitoring
CASE STUDY
Series B SaaS: From Reactive to Strategic Finance
BEFORE
Bookkeeper handling books
No CFO for board meetings
Manual Excel forecasting
Reactive cash management
Investors demanding better data
AFTER (6 MONTHS)
Board decks delivered 3 days early
Prevented 2 cash crunches
Identified most profitable customer segment
Forecast accuracy: ±30% → ±10%
Successfully raised Series C
"Sam's AI-powered approach gives us Fortune 500-level financial intelligence at a fraction of the cost. Our board loves the real-time visibility."
IDEAL CLIENT PROFILE
Who We Work Best With
Company Stage
Recently funded (Series A–C
10–200 employees
Growing 30%+ annually
Cash flow & burn
Complex operations emerging
Trigger Situations
No CFO in place
Board asking for better reporting
Planning next fundraise
Considering M&A activity
Industries
B2B SaaS
Fintech
Marketplace
Climate / Healthtech
Not a Fit
Pre-revenue companies
Under $1M ARR
Mature / public companies
THE PROCESS
How We Work Together
Month 1
Stepup
-
Data integrations (QB/Netsuite
-
Template customization
-
Historical analysis
-
Baseline forecasting
Weekly
Cash Monitor
-
13-week forecast update every Monday
-
Variance alerts as needed
-
— Cash position check-ins
Monthly
Close Cycle
-
Week 1: AI-automated close
-
Week 2: Reports generated & reviewed
-
Week 3: CEO strategy call
-
Week 4: Board prep & forecast
Quarterly
Deep Dives
-
Strategic planning sessions
-
Benchmarking updates
-
Process optimization
-
Board offsite support
ABOUT SAM
Sam
Fractional CFO & Financial Strategist
15+ Years
CFO / VP Finance experience
Industry Expertise
B2B SaaS
Fintech
Marketplace
Climate Tech
"I saw growth-stage companies struggling with the CFO gap. Full-time was too expensive, bookkeepers weren't enough. AI-powered fractional CFO services bridge that gap perfectly."
10+ Rounds
Seed to Series D fundraising
3 Exits
IPO, strategic acquisition
MBA • CPA • Board Experience (Public + Private) • $0 to $500M+ ARR track record
Stop Flying Blind.
Get the financial intelligence you need to make better decisions,
satisfy investors, and scale with confidence.
Discovery Call
Free 15-min call. Discuss your situation, pain points, and fit.
Financial Assessment
$2,500 deep dive into your processes with a 90-day roadmap.
Pilot Month
Start with any package — month-to-month, no long-term contract.