Thinking about a CFO for your startup? Here’s how we can help.

  • Financial Planning & Analysis. Use our amazing cloud-based tools to view your financial results in real-time and in graphical form, plan for the future, analyze what-if scenarios, and create 3-year projections.
  • Cash Flow Forecasting. Understand your burn rate and runway.
  • Cap Tables. We help keep your investors happy by maintaining open communication. Need to play with some liquidation scenarios and keep track of stock options? Yep, we can do that, too.
  • Board Meetings. Let us help give your board and investors peace of mind by participating at your board meetings and providing board-ready financials that are clear and concise.
  • Key Performance Indicators. Do you know the key levers that will make the most difference to your business? We can help. 
  • Raising a Debt or Equity Round? We’ll guide you through the process. 
  • 409A Valuations. Got stock options? Then you need one. We’ll help you get it done.
  • Act 255 Tax Credits & QNBV Certification. We’ll get these valuable credits processed for your investors and help you manage the annual QNBV certification process.
  • Tax and Audit. Let us run the show. We’ll manage the tax preparation process and make sure your audit goes smoothly.
  • Best Practices. One of the biggest advantages of working with us is that we have worked with multiple startups and industries and our knowledge grows exponentially because of it. We know what works and what doesn’t.
  • Access to Our Network. No one knows startups like we do and we’ve got a huge network of resources that we will share with you.

Learn how Madison-based PerBlue was able to  successfully obtain financing for its critical growth stage by using our Startup CFO services.


Contact us today!

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