Stop making big decisions on last month’s numbers.

A seasoned CFO for startups. Answer four questions and I will tell you whether this is a fit.

Step 1 of 5

What's your company's annual revenue?

Who you’re talking to

  • 13 yearsa CFO, through two exits
  • $650Mrevenue company, finance owned end to end
  • 19person finance team, built and led
Brad Phillipi

Brad Phillipi. MBA, UCLA Anderson. Based in Pasadena, working with founders nationwide. Software gives you charts without judgment. A typical fractional CFO gives you judgment on a month-old spreadsheet. You get both.

What you get, and the guarantee

  • A live dashboard and forecast built for your business, connected to your books, bank, payroll and CRM
  • Every big decision modeled before you commit: what it does to profit, cash and runway
  • A monthly review, and a CFO on call for the questions in between

Built within 30 days of getting access to your systems, or your first month is refunded. Month-to-month after that. No setup fee.

A scenario being modelled in the dashboard, with revenue, margin and cash moving together

Questions