Proven experience, tailored to your needs
Evan Diaz de Arce
Director of CFO Services
- 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
Mohammad Ouhadi
Startup CFO
Mohammad has fundraising experience on the investor side and the startup side. Previously worked in Techstars' fundraising and finance practice.
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.
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
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
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
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
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
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.
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.
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.
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
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What does a fractional CFO do?
A fractional CFO fills the same function as a full-time CFO, for companies that don't have enough workload to justify a full-time position.
Our fractional CFOs take responsibility for tracking, analyzing and reporting your financial metrics. We guide your decision-making around finance and take care of any special projects or requirements as they come up.
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Can you help me raise capital?
We've helped many companies raise capital, and we'd love to help you next! Our fractional CFO services give you better data to use in the fundraising process. For in-depth fundraising support, we offer a dedicated fundraising bootcamp package.
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How much time will this take?
Forecastr's typical onboarding period is 30 days.
When you upgrade to fractional CFO services, we update your financial model and provide fresh reports every month, so you start reclaiming your time immediately.
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Do investors like fractional CFOs?
Absolutely. Investors want objective and reliable data. We give you a robust financial model, tailored to the metrics that most directly drive your business. With a fractional CFO, your data is prepared and reported by an objective 3rd party, which can help you build trust and rapport.
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Why should I hire a fractional CFO?
Fractional CFO services give founders a tight feedback loop on all aspects of their business's finances, allowing them to gain better visibility into fundraising, operations, runway, and more.
You get tighter control of your cash management, and you get an expert in your corner to help navigate decisions and challenges as they arise.
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How much does a fractional cfo cost?
Probably less than you think, but we can't recommend a package without first understanding your needs and your current finances.
Please fill out this form and we will help you find the package that fits you best. We'll provide pricing information at that time.