fractional cfo Services for startups

I work with eCommerce, Biotech, and SaaS teams to build investor-grade materials, navigate deals on founder-friendly terms, and bring structure to your financial operations.

With a 10+ year track record across VC, banking, and startups, I help you stay sharp, raise smarter, and grow lean.

Explore project-based services and ongoing CFO support below.

project-based Services

fundraising prep

Fundraising is a full-time job.

I help you raise with precision, confidence, and efficiency - so you can stay focused on building your company.

Services

  • Fundraising Strategy

  • Investor-grade Financial Model

  • Investor-ready Pitch Deck

  • Investor List and Outreach Strategy

  • Market sizing and competition overview

    Pricing by Service

  • Express turnaround of 1 week
    from $2,000

  • Standard turnaround of 3 weeks
    from $1,500

  • Quick audit
    from $500

deal execution support

Investors say yes to clean deals.

Keep your process tight, your cap table clean, and your deal terms fair - so nothing falls through the cracks.

Services

  • Term Sheet review

  • Cap Table management

  • Due Diligence readiness

  • Investor communications

  • Valuation - internal

    Pricing by Service

  • Express turnaround of 3 days
    from $1,500

  • Standard turnaround of 3 weeks
    from $1,000

  • Quick audit
    from $500

financial management

Move faster with tight finances.

Clarity, control, and a clear plan - everything you need to make smart decisions at speed.

Services

  • Cash burn & runway fix

  • Cash flow forecasting & scenario planning

  • Budgeting & variance analysis

  • Dashboards - KPI tracking & reporting

  • Bookkeeping and accounting oversight

    Pricing by Service

  • Express turnaround of 1 week
    from $2,000

  • Standard turnaround of 3 weeks
    from $1,500

  • Quick audit
    from $500

Need a quick fixed-fee and scope service? Check out our Express packages.

ongoing support plans

lean

DIY finance with CFO oversight.

For startups with bookkeeping in place who want a second set of eyes on burn, strategy, and investor readiness.

Scope

  • Runway, cash burn, KPI analysis

  • Review of accounting and bookkeeping

  • Action plan

  • 1 hour strategy call per month



    Pricing

  • Starting from $600 per month

  • $200 set up fee, waived for 3 month commitment

Core

Clear financials with operational insight.

An execution-ready package for startups that need visibility, financial discipline, and strategic direction.

Scope

  • All from Lean plan

  • Monthly Financial Dashboard

  • Budget vs. Actuals Review

  • Rolling Financial Model Update

  • Bi-weekly review calls

  • Profitability & Cost Structure Analysis


    Pricing

  • Starting from $2,500

  • $1,250 set up fee, waived for 4 month commitment

plus

Hands-on strategic finance.

For founders who need high-touch CFO support, deep analysis, and alignment across growth, finance, and ops.

Scope

  • All from Core plan

  • Weekly calls

  • Customer Growth & Retention Analysis

  • Pricing & Positioning Strategy Review

  • Strategic Planning

  • Monthly Operational Review

  • Systems & Process Optimization

    Pricing

  • Starting from $5,000

  • $2,500 set up fee, waived for 4 month commitment


Need a quick fixed-fee and scope service? Check out our Express packages.

About velos

Ex-Barclays, VC, and startup operator - helping founders raise smarter and stay capital-efficient.

  • $70M+ raised

  • 120+ models built

  • 2,000+ startups screened

  • 30+ burn strategies optimized

Supported by a flexible team of designers, analysts, and accountants - so we can move fast when it matters.


You build the company. I’ll make sure the numbers support every step.