Fractional CFO Services

“A great pitch starts with great financials.”

You’ve got a promising business, a solid product, and maybe even some traction. Now you're thinking about raising capital. But are you actually ready?

As a CFO, we work with business owners who are excited to seek funding—but haven’t yet taken the financial steps necessary to inspire investor confidence. The good news? With the right preparation, you can go from hopeful to investor-ready faster than you think.

Investors Want More Than a Good Idea

Most investors aren’t just buying into your vision—they’re investing in your numbers. They want proof that you can manage capital, understand your costs, and turn investment opportunities into results.

Before raising funds, make sure you have:

• Clean, accurate financial statements
• Three-year financial projections with clear assumptions
• Cash flow forecasts that demonstrate sustainability
• A clear use-of-funds plan
• Insight into your unit economics and customer acquisition cost

If any of that sounds foreign or incomplete, it’s time to bring in CFO support.

Your Financial Story Should Match Your Pitch

A compelling pitch deck is great—but if your numbers don’t support your story, the deal will fall apart quickly. As a CFO, I help clients align their financial documents with the growth story they’re telling. That means validating assumptions, stress-testing forecasts, and ensuring the data tells a clear and consistent narrative.

What Gets You Funded? Confidence and Clarity

Investors don’t expect perfection. But they do expect transparency. When your financials are clear and organized, you demonstrate that you understand your business—and that you’re ready to handle someone else’s money.

And let’s be honest: being prepared makes you more confident, too. You won’t just answer investor questions—you’ll anticipate them.

Don’t Go Into a Pitch Alone

Fundraising is tough enough. You don’t have to figure it all out yourself. A CFO helps you prepare, strategize, and present your business in its best financial light.

Whether you’re seeking a loan, angel capital, or VC funding, your numbers need to lead the conversation—not get in the way of it.