CFO Services built for your growing business

Practical Financial Advice You Can Count On

Invest your time and efforts on running your business. Leave the accounting to us.

Full strategic finance support

Our CFO Services include:

For ongoing support to grow your business

Monthly
Engagement

Ongoing CFO support, dedicated to your business. Based on your needs, each month your CFO can:

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    Review your financial health and processes
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    Maintain and enhance operating budget & financial forecast
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    Support vendor contract review & negotiations
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    Conduct strategic analyses and provide recommendations for sales efficiency, retention, benchmarking and more

Starts at 3 hours /month

Annual Budgeting
& Forecasting

Accurate budgets and forecasts built for you. Our CFOs will analyze your business drivers to build a custom forecast for:

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    Revenue
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    COGS
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    Employee expenses
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    Operating expenses and more

$8,100/year

409A Valuation Financial Model

Pilot offers financial modeling support for your 409A valuation, including developing operating forecasts and coordinating with your 409A provider.

Want to unlock more growth? Bring in the expert CFOs.

Let’s build your business.

Accelerate your growth

Build financial strategies and models that increase cash flow, improve profitability—from customer cohort analysis to sales efficiency, like LTV and CAC.

Increase control over your finances

Chart your company’s course with accurate forecasts and budgets. We build this block-by-block, from revenue to net income.

Avoid costly pitfalls

Establish the financial infrastructure and hygiene that’s poised for growth and impresses investors, from billing to expense reimbursement.

Want to unlock more growth? Bring in the expert CFOs.

Deep expertise

You’ll work with the best. Our expert team has grown hundreds of businesses as former founders, startup operators, finance execs, and VCs—and they’ve raised over $1B collectively.

Custom financial support

We build sophisticated financial strategies that are based on your business and growth-stage. Serving over 1,000 companies, we pull insights and expertise across industries.

High impact

Whether you need budgeting or fundraising support, you’ll get proven, trusted experts to help you unlock growth.