Services

CFO Services

Plan your next move with confidence.

Shape your financial future with cash flow forecasts, operating plans, and decision support. Our experience spans companies with over $500M in capital raises and M&A.

Free Consultation

How we work

01

Forecast cash and runway

Build financial models and an annual operating plan. Review budget versus actuals and reforecast as the business changes.

02

Support key decisions

Prepare board reporting, evaluate scenarios, and plan employee equity compensation.

03

Navigate capital and M&A

Build investor models, support equity and debt raises, and coordinate financial diligence on buy-side and sell-side transactions.

Collaborate through Google Sheets, spreadsheets, Slack, and weekly-to-monthly meetings.

Customer wins

See the work in action.

Martone St.

A model behind a ~$1.5M pre-seed raise.

Martone St.’s case study follows the brand from financial modeling and fundraising to nearly 1,000 retail doors.

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Prophetic

7× headcount. No full-time finance hire.

Prophetic’s case study documents 7× headcount growth in 12 months, with Analyst House running the finance function and no missed or delayed payrolls.

Read the case study →