Forecasting, board packs, fundraising prep, and the strategic finance most founders don't have in-house — without a $250k hire. Senior FP&A judgment, made faster and more affordable by the AI system underneath it.
Custom engagements · starts with a paid diagnostic, credited to month one · Canadian data residency
Clean books tell you where you've been. A CFO tells you where you're going — and what to do about it.
A live 90-day cash forecast and scenario models, so you see what’s coming instead of reacting to it.
Monthly board pack drafted, reviewed with you, and ready to present — KPIs, cash, runway, commentary.
What each customer, product, and channel actually makes — and what your pricing should be.
Data room, model review, diligence answers, and credit-facility support when you raise or borrow.
Hiring-plan ROI, scenario planning, and the "should we?" calls — backed by your real numbers.
Because the books underneath are clean and continuous, the strategy sits on data you can trust.
I've spent 19 years in corporate finance — FP&A, financial modeling, M&A, and risk management — from global banks to high-growth operators, and I'm FRM-certified with a Master's in Financial Management (Erasmus, Rotterdam) and engineering from IIT Delhi. This is the forecasting, modelling, and decision-support work that growing companies usually can't access until they're much bigger. The difference here is the AI system doing the heavy lifting underneath: continuous, clean books mean your forecast and board pack sit on data that's current, not three weeks stale.
AI handles the data. I own the judgment. You get the calls made with real numbers — and you stay in control of every one of them.
A deep look at your finances, model, and reporting. You get a written assessment of what’s strong, what’s missing, and exactly what the engagement would cover.
We make sure the books underneath are clean and continuous — because a forecast is only as good as the ledger it sits on. Then we stand up reporting and the model.
Monthly board pack, live cash forecast, and a standing line to me for the real-time calls — fundraising, hiring, pricing, banking.
A 30-minute consultation. If there's a fit, we move to a paid diagnostic — and you'll see exactly what a CFO engagement would do for you, credited to your first month.
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