Tech founders are exceptional at innovating, solving hard engineering problems and building great products. But as a startup grows, finance becomes part of every important decision:
- How long will the money last?
- Are we ready for the next round?
- What should we charge?
- How big should the option pool be?
These questions show up early, often well before a company feels big enough for a CFO. That's exactly the moment when financial leadership makes the biggest difference.
The Signs It's Time
You're likely ready for CFO level support if:
- You're preparing for a funding round and need a solid financial model and numbers that hold up in due diligence.
- You want a clear view of your runway and what moves it.
- Investors expect regular reporting, and you want it consistent and on time.
- Equity decisions are on the table, such as setting up an option pool or granting options to early employees.
- You're shaping your pricing and want it grounded in real unit economics.
The Flexible Answer: Fractional CFO and Financial Outsourcing
In the early and mid stages, a full time CFO rarely makes financial sense. A fractional CFO, combined with outsourced finance operations, gives you senior financial leadership and daily execution in one package, scaled to your stage.
Strategic leadership
- Financial modeling and runway extension
- Investor reporting and due diligence preparation
- Option pool (ESOP) planning and pricing strategy
Daily execution
- Cash flow management
- Payroll
- Bookkeeping and reconciliation
- Tax compliance
Because one team handles both, strategy and execution stay connected. The people building your model know exactly what's in your books, and the scope adapts as you grow, from intensive support before a round to a steady monthly rhythm after it.
The Real Return: Peace of Mind
You stay focused on your product and your growth, while your finances are built to scale. Your numbers are accurate, your reporting is ready, and every decision rests on a clear picture.
Work with Dana
Managing your startup's finances on your own, or looking ahead to your next funding round?