CFO Advisory
Monthly reviews, KPI tracking, and a live command centre for cash, runway, and burn — every number checked by an advisor before it reaches you. No junior hand-offs, no black-box automation you can't verify.
Where we are, and where we're going
This is a service run by an advisor today, supported by software — not a self-serve product yet. We're building toward it in the open rather than marketing a finished automation we haven't shipped.
Your numbers, in one place
Cash, runway, burn, and the risks that need your attention this week — the same dashboard your advisor works from, not a separate client-facing summary.
Good morning, founder
Northwind Analytics is on pace for 5.8 months of runway. One risk needs attention this week.
Cash & runway
Actual through last month · forecast to year end
Financial risks
What changed?
Last month vs forecast
CFO insights
This month
Burn accelerated 6% faster than forecast, driven almost entirely by the early engineering start date.
At current blended burn, cash reaches zero the first week of February.
Illustrative preview with sample data — figures shown are not a real client’s numbers.
Start free, scale as the numbers get more complex
Every tier is reviewed by your advisor before anything reaches you — the difference between packages is depth, cadence, and how much of the dashboard you get access to.
Free
A one-time financial diagnostic. See where you actually stand before committing to anything.
- One-time cash, burn & runway snapshot
- Top 3 financial risks identified
- 30-minute advisor walkthrough
- No ongoing dashboard access
No card required
Basic
Monthly financial review for founders who need the numbers checked, not a live working session.
- Monthly review, delivered async
- Dashboard: cash, burn, runway, MRR, margin
- Monthly P&L & cash flow summary
- Ask Valrock CFO — 48-hour turnaround
- 1 connected entity
Month-to-month
Core
A live monthly session, the full dashboard, and scenario modeling — for founders actively steering the business.
- Everything in Basic
- Live monthly review session
- Full dashboard incl. 13-week cash flow, unit economics
- Quarterly board-ready reporting pack
- 2 what-if scenarios modeled per month
- Ask Valrock CFO — 24-hour turnaround
- Up to 2 connected entities
Month-to-month
Enterprise
Weekly access and fundraising support for founders in an active raise or a multi-entity structure.
- Everything in Core
- Weekly check-ins with your advisor
- Multi-entity consolidation
- Fundraising & investor-deck number support
- Unlimited scenario modeling
- Priority, same-day turnaround
Limited seats per advisor
What an engagement actually looks like
No surprise scope creep, no disappearing after the first deliverable — this is the same sequence for every package, just deeper at higher tiers.
Diagnostic call
You share your current numbers — spreadsheet, accounting export, or existing books. We map cash position, burn, and runway, and flag what's missing before we commit to a package.
Onboarding & baseline
Your advisor builds the model behind your dashboard, sets your KPI baseline, and connects your entity. You get dashboard access before the first full review.
Review cycle
Actuals come in, your advisor reconciles them against forecast, updates the dashboard, and (Core and above) walks you through it live — not a report dropped in your inbox unread.
Ask Valrock CFO
Between reviews, ask a direct question — a hiring decision, a runway trade-off, board-prep numbers. Answered by your advisor, not a chatbot with no context on your business.
See where you actually stand
Start with the free diagnostic. No commitment, no card, just an honest read on your cash position.
CFO Advisory is a retainer service, currently delivered by a human advisor and supported by software.