Essentials
Stay on top of your financial health as you grow your business and prepare for fundraising. We build your financial model with your input and keep it up to date every month. We provide a monthly report with a high-level summary of your general financial health and position.
What you get:
- Custom financial model in Forecastr's platform
- Dedicated Financial Analyst assigned to your company
- White-glove onboarding
- Monthly deliverables:
- Forecastr maintains one scenario in your financial model
- Model updates with select historical data from accounting (QBO/Xero only)
- Monthly finance meeting with your analyst (30 minutes)
- Monthly forecast adjustments
- Monthly Financial Flow Report - a quick finger on the pulse of your financial health
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
- Monthly deliverables:
- Forecastr maintains multiple scenarios in your financial model
- Model updates with all historical data (QBO/Xero only)
- Monthly finance meeting with your analyst (1 hour)
- Ad hoc support included (up to 2 hours)
- Monthly Financial Health Report - a detailed review of your financial position including custom KPIs and analyst insights
- Quarterly Investor Report
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 with proven startup experience assigned to your company
- Monthly call with your CFO
- Dedicated time for special projects, including but not limited to:
- Strategic fundraising guidance
- Pitch deck preparation and review
- Strategic guidance on accounting setup and cleanup
- Pricing analysis
- Board and investor relations
- Company metric tracking and OKR setting
- Industry benchmarking
See Forecastr in action
Get a guided tour of our financial modeling platform
