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Basic
$3,997/month
You’re making bigger bets with less visibility. This tier gives you the financial architecture to know – before you commit – whether growth investments will pay off or drain cash.
What’s Included:
✓ 13-week rolling cash flow forecast (updated weekly)
✓ Unit economics modelling and analysis
✓ Monthly strategic CFO calls
✓ Board report preparation (monthly)
✓ Scenario planning and sensitivity analysis
✓ 3-way financial modelling (P&L, balance sheet and cash flow
✓ Unlimited telephone and email access
Who This Is For:
Companies $1M–$5M revenue with product-market fit entering growth phase. You’re hiring, scaling operations, and making bigger financial decisions. You need someone who can model the financial impact before you commit
Standard
$5,997/month
You’re managing complexity across multiple fronts – products, departments, possibly geographies. This tier ensures capital flows to the right places and investors see a company that’s scaling professionally, not chaotically.
What’s Included:
✓ Everything in Basic
✓ Weekly strategic CFO calls (60 minutes each)
✓ Fundraising preparation and support
✓ M&A target screening and assessment
✓ Strategic planning support (annual)
✓ Investor presentation support
✓ Financial due diligence coordination
✓ Department-level P&L and budget management
✓ Unlimited telephone and email access.
Who This Is For:
Scaling companies (5M–$25M revenue) preparing for major growth capital, acquisitions, or market expansion. You’re managing complexity across multiple departments, geographies, or products
Premium
$12,997/month
You’re 18–24 months from a liquidity event. This tier maximises what you walk away with by building buyer-ready financials, normalised EBITDA, and a valuation narrative that commands premium multiples.
What’s Included:
✓ Everything in Standard
✓ Dedicated strategic CFO
✓ Weekly executive team participation
✓ Exit preparation and business valuation
✓ Buyer identification and negotiation support
✓ EBITDA normalisation and buyer-ready financials
✓ Due diligence coordination and management
✓ Integration planning (post-acquisition)
✓ Board-level financial reporting
Who This Is For:
Companies (10M–$50M+ revenue) preparing for IPO, trade sale, or major strategic transactions within 18-24 months. You need CFO-level strategic leadership focused on maximising company value.