The financial picture investors see.
Before you're in the room.
In two weeks, you get an outside-in investor view, verified metrics against SaaS Capital, OpenView, and Bessemer benchmarks, and the single most important insight in your business right now — in your fractional CFO's voice.
Converts to the $9,500/month managed service if it's the right fit. No obligation.
Everything in one 14-day sprint
Investor View
Series A/B investor narrative, exit path scenarios, shadow 409A valuation estimate, board meeting preview, diligence gap report, and TAM reality check — all from public data.
Metrics Health Check
ARR, NRR, GRR, burn multiple, Rule of 40, LTV:CAC — computed from your GL and benchmarked against 2,600+ private SaaS companies (SaaS Capital, OpenView, Bessemer). Reconciled against your reported numbers.
Anchor Insight
The single most financially significant finding in your business right now — specific, non-obvious, with a direct line to revenue, cost, or risk. This is what the readout call starts with.
Investor Update Draft
A ready-to-send monthly investor update in your voice, using your actuals. 10 minutes of review, then send it. Likely the stickiest artifact in the whole engagement.
Monthly Package
One month of the managed service deliverable — P&L, metrics, variance commentary, anomaly detection. This is what you'd receive every month if you continue.
Peer Benchmark Report
Your metrics vs. KeyBanc, High Alpha, ChartMogul, and SaaS Capital data — matched to your ARR band. Every figure cited with source and vintage.
What happens when
Where does your ARR put you?
Enter your ARR to see median and top-quartile thresholds for companies your size — no signup required.
Start your diagnostic
Fill in the details below. You'll be taken to a secure payment page — card or ACH accepted.
Common questions
What accounting systems do you support?
QuickBooks Online, Xero, and NetSuite via direct OAuth connection. CSV or Excel export works for any other system.
What if my books aren't clean?
We run an automated health check immediately after you connect. If your chart of accounts needs work, we'll tell you exactly what to fix — or you can add our $2,000 CoA cleanup service and we'll handle it.
Is this the same as hiring a fractional CFO?
The diagnostic is a scoped 2-week engagement. It gives you a clear picture of where you stand and whether ongoing support makes sense. About half of diagnostics convert to the managed service — but there's no pressure.
Can I pay by ACH?
Yes. ACH debit is available alongside card on the payment page. ACH typically processes within 1–3 business days.