Who We Serve

We work with founders and operators who are building product and service businesses—whether you're selling through retail, subscriptions, or direct to consumer. While many of our clients are in CPG, hospitality, SaaS, and professional services, our approach is tailored to your business model—not just your industry.

SaaS

SaaS companies face unique financial and operational challenges, and our Fractional CFO services are designed to address these needs effectively.

Revenue
Recognition

Ensuring compliance with complex accounting standards like ASC 606.

Subscription Model Optimization

Improving recurring revenue streams and reducing churn rates.

Cash Flow Management

Strategizing cash flow to support growth while managing customer acquisition costs (CAC) and lifetime value (LTV).

Scaling
Operations

Developing financial strategies to support rapid growth and scaling across multiple markets.

KPI Development

Establishing SaaS-specific metrics such as ARR, MRR, churn rate, and customer retention metrics.

Expense Control

Identifying and managing cost drivers to improve profitability.

E-Commerce Tech Startups

E-commerce technology startups sit at the intersection of digital innovation and retail performance, building tools and platforms that power online transactions, logistics, and customer experience.

Revenue & Monetization Modeling

Build and refine models around SaaS, marketplace, subscription, or transaction-based revenue to support growth and funding goals.

Customer Acquisition Cost (CAC) & LTV Analysis

Track and optimize acquisition channels, retention trends, and payback periods to support sustainable scaling.

Cash Flow & Burn
Rate Visibility

Monitor cash runway and spending by function (e.g., engineering, marketing, sales) to maintain control while investing in growth.

Channel & Cohort Performance Tracking

Analyze performance across user segments and sales channels to drive smarter product and go-to-market decisions.

Subscription & Churn Analytics

For recurring models, monitor churn, upgrades, and expansion revenue to inform product strategy and improve customer lifetime value.

Fundraising Support

Build investor-ready forecasts, pitch metrics, and financial narratives tailored to pre-seed through Series B stages.

Not seeing your industry? We still might be the right fit.

We’ve supported everything from emerging product brands to B2B services. Let’s talk about how we can support your business.