01
Spreadsheets that don't agree
Five tabs, three versions, and nobody sure which one is right. The model and the books quietly drift apart.
The model drifts
Fractional CFO for Startups
Startup financial discipline that keeps up with your momentum
Automated reporting, real-time cash flow, and compliance that's ready for the next round.
USA & Mexico
Why Startups Stall
Great product. Messy numbers. A round waiting.
Investors dig into your model. When the books are weeks late or the model doesn't reconcile, the round slips.
02
Cash visibility only at month end
You find out how much runway you really have after the fact — not the morning you need to make a call.
The blind spot03
Compliance catching up, not ahead
Filings, payroll, and nexus handled in a scramble instead of on a steady, predictable cadence.
The scramble
The Startup Stack
A financial engine that's always on
Every morning, your team wakes up to cash and burn that's already current.
Module 01
Automated morning cash report
Open your inbox to a clean, current picture of where the cash stands — no chasing the bookkeeper for a number.
- Delivered before your first coffee
- One number everyone trusts
Module 02
Real-time burn & runway
See exactly how long the money lasts and what changes it — so you act on runway, not guesswork.
- Burn tracked as it happens
- Runway you can plan against
Module 03
Investor-ready reporting
Reports built for the people who are about to read them — clear, current, and consistent across every round.
- Packaged for the data room
- Consistent month to month
Module 04
Compliance on autopilot
The boring-but-critical stuff runs on a steady cadence in the background, so it never becomes the emergency.
- Handled before it's a scramble
- Predictable, on a cadence
Built for the Fundraising Road
Numbers that hold up under a data room
Clean, reconciled, and defensible — so you're never rebuilding the model at 2am before a call.
- Reconciled to the penny. Every account ties out, so nothing wobbles when someone looks closely.
- A model that matches the books. The story you tell and the numbers you show finally agree.
- Reports investors actually trust. The kind of clean that lets the conversation move to the deal, not the footnotes.
Compliance & Scale Optimization
Ahead of the requirements, not behind them
Payroll, entity filings, and early sales tax nexus handled before they become a scramble.
Payroll
Run on a steady, accurate cadence so your team is paid right and your filings stay clean.
Entity filings
State and entity obligations tracked and filed on time — no surprises when a deadline lands.
Early sales tax nexus
Nexus caught early, before it compounds into a multistate problem you didn't see coming.
Ready when you are
Get to the next round on clean numbers
Let's see where your finance stands and what a tighter system would change.