↳ How It Works
Hired alongside your CFO. Shadows every decision. Gets sharper every month. Stays when the CFO leaves.
↳ The Arc
The value isn't the first package. It's the curve — the accumulated context, voice, and judgment that compounds, week after week, while the system watches you work.
Nothing mystical. Read-only credentials, historical ingest, and a senior fractional CFO reviewing every figure before it hits your inbox. You are board-ready before the end of week one.
QuickBooks, Stripe, Salesforce, your contracts folder, a Slack channel. We connect. We never write.
Chart of accounts normalized. SaaS metrics back-filled. Anomalies flagged. Your historical narrative, structured.
Board deck with exec narrative. Variance analysis. Cohort NRR. Cash runway. Ready to edit — not ready to read.
A senior fractional CFO reads every figure, hardens every claim, adds the judgment. The pack that goes out has a human name on it.
Twelve meetings watched. Thirty drafts edited. The analyst learns how you frame a miss, which trade-offs matter, and what your board chair always asks. Same question — asked in month one and month three — gets very different answers.
Variance commentary reads the way you’d write it. Because you edited five of them last quarter, and the analyst learned.
“Pricing decisions always get 12-month sensitivity, not 6.” Told once. Remembered forever.
Board memo in your CFO’s voice. Investor update in yours. Portco rollup in the PE firm’s house style. Each stays distinct.
It knows what your board chair always asks. It drafts the answer before the question lands.
Twelve months of decisions, edits, and judgment compound into something no new hire can replicate in five. Four things you own, that grow in value every month.
Every recommendation the analyst made — accepted, overridden, deferred — with reasoning on file. 147 calls logged by month twelve, searchable.
Your CFO’s voice. Your board chair’s patience for detail. Your PE firm’s house template. Saved as a living document that grows month over month.
The system remembers: last time you discounted in Q3, churn spiked in Q1 for those cohorts. It surfaces the pattern before you repeat the mistake.
Walk away tomorrow — the ledger, the library, and the graph come with you. No lock-in. What the analyst learned is your asset, not ours.
↳ The Whole Picture
Fourteen pages. Real data. CFO-reviewed. In your voice.