Seed
Customer churnFounder overload
Our approach
Build your finance function progressively as you scale
The founder's voyage
Scaling a start-up is like embarking on a daring sea voyage
We help navigate all thechallenges along the way
Series A
Team misalignmentCash visibility
Series B
Rapid scalingSystems strain
Series C
CompetitionLegal risk
Exit
DiligenceMarket shifts
Most start-ups ignore finance for too long, then hire a CFO to clean up a mess
Build over time
Capabilities grow from a working foundation
Selected capability
Accounting and reporting
- Reliable monthly close
- Management reporting
- Clean underlying data
The finance leadership gap
Filling the critical gap between bookkeepers and a full-time CFO
Stage 1
Accounting firm
- •Bookkeeping and close
- •Tax filings and compliance
- •Basic financial statements
Stage 2
The bridge
Fractional CFO
- •Forecasting and planning
- •Board and fundraising support
- •Systems and team build
Stage 3
Full-time CFO
- •Executive finance leadership
- •Complex capital and M&A
- •Scaling the in-house team
The destination
Your first full-time CFO should inherit momentum, not a mess
The solution
The Compass gives you directionThe Navigator helps you act on it
The Compass
Finance infrastructure that grows with you
- Systems
- Processes
- Reporting
- Forecasts
Built by us. Owned by you.
+
The Navigator
Judgment for the decisions ahead
- Context
- Priorities
- Trade-offs
- Decisions
Human guidance, grounded in the numbers.
Our process
Build progressivelyImprove every cycle
Report
Know what happened
Close the books and compare performance with the plan.
Forecast
See what comes next
Connect cash, revenue, costs, and assumptions.
Plan
Decide the route
Turn the forecast into clear operating decisions.
Course-correct
Execute and learn
Measure the result and improve the next cycle.
Repeat with better information
Schedule the call
Get a free consultation
Our team will guide you on what to focus on based on your company's stage.