Retainer · monthly

Strategic Finance

Financial diagnostics, cost structure review, and growth planning for teams past their first raise and now managing real runway.

What this covers

  • Financial diagnostics — a clear-eyed read on where the business actually stands, not a rehash of your own dashboard.
  • Cost structure optimization — where spend is out of line with stage, and what to cut before an investor asks you to.
  • Revenue model analysis — pressure-testing whether your current model scales the way your deck claims it does.
  • Growth strategy planning tied directly to runway, not just ambition.

Where this differs from CFO Advisory

Strategic Finance is diagnostic and planning-focused — a structured review and roadmap. CFO Advisory is the ongoing monthly execution of that roadmap. Founders often start here and move to CFO Advisory once the plan is set.