Optimize your business, identify opportunities for growth, and impress key stakeholders with expert guidance from CFOs who’ve seen it all.
We hire CFOs from top investment banks, PE & VC firms, and consulting firms to ensure that you are paired with someone that understands your business and is well-versed in the support you are looking for.
Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction.
Need to stretch your cash? We’ve got your back. We’ll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful view of your spending to maximize your efficiency.
Elevate your pitch with an experienced CFO, not only to craft a personalized financial model, but also to help you maximize your valuation. We guide you through the process and help you choose the right form of capital so you can navigate your fundraise or M&A process confidently.
Your Pilot CFO will become a catalyst for growth at every stage of your business
Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.
Your CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliverables by engagement level are included below.
Whether you’re just getting started or you’re an established company, our team has extensive experience to handle your specific situation.
Our Pilot CFO helped with all-things finances. We didn't have much experience looking at financial statements, budgeting, forecasting, or even Excel-basics. And our Pilot CFO helped us with all of it.
We have a crystal-clear, reliable picture of where we currently are at with our finances and where we'll be. It's peace-of-mind that someone 10x better than us knows what is going on.
Reliability.
Before we had a CFO, we were doing it all ourselves. Even though we were significantly smaller, things were complicated and messy. Life after is finally organized, clean, and useful.
At first we needed to get a handle on my financial model. I needed it to be as simple as possible while displaying the level of detail required, a fine balance that allows me to communicate with various stakeholders in near-real time. Beyond this piece, staying apprised of opportunities in debt financing, financial control processes, and generating new reports that respond to business needs.
Flexible reporting and proactive guidance on a range of topics.
Qualitatively we can respond more accurately and quickly to questions from current and future investors and better implement controls for our internal operations. Quantitatively, we have grown the business 3x since Pilot joined. And on the micro, we’ve been able to save tens of thousands of dollars through improved negotiations with our customers / cash flow management.
Proactive.
Life before was a headache on the CFO side–we had what we needed, but our modeling was too complicated for our stage of the business which caused delays in communications. Now we can move more quickly and iterate actively with our CFO.
As a new business co-founded by two people who do not have business degrees (or any finance experience outside of Google Sheets).
Pilot CFO services have helped us clean up our finances, look at the big picture, and put into context every financial decision we make.
We are making more informed and educated decisions than we ever could have before!
Educational.
Life before our CFO was almost like a guessing game! Now that we have our CFO, we feel much more grounded in our decision making, overall company health, and growth trajectory.
Our CFO has helped our team tremendously. He has helped us get better in touch with our current financials which helps us understand how to allocate our resources most efficiently. He has also helped with sales projections and has been instrumental in our ability to plan for growth.
Strategic analysis of the financial wellbeing of our company and growth plan.
More informed decision making.
Helpful.
We didn’t understand in detail the financial health of the business and we now have a clear picture of our current finances and we have been better able to plan for scaling the company.