Make smarter financial decisions with CFO Services

Optimize your business, identify opportunities for growth, and impress key stakeholders with expert guidance from CFOs who’ve seen it all.

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Just a few of the companies we’ve Supported over the years
our CFO track record

We’ve helped 200+ customers...

Raise

$2.1B

In Capital
Free up as much as

$200K

In Liquidity

Partner with a 
top-tier CFO team

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.

Get a financial model 
you can trust

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.

Manage expenses
& scale effectively

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.

Attract investor interest

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.

How It Works

Our services

Your Pilot CFO will become a catalyst for growth at every stage of your business

stage 1: Onboarding

Financial & Operating Model Build

Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.

Customized model includes:
  • Profit & Loss, Balance Sheet, and Cash Flow Statements
  • Budget vs Actuals
  • Industry-Specific KPI Dashboard
  • Headcount & Compensation Plan
  • Scenario Planning (Base, Bull, Bear Case)
stage 2: steady state

Monthly Engagement

Your CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliverables by engagement level are included below.

  • Monthly meeting to review the company’s financial health & strategic insights
  • Monthly update of the financial model with actuals
  • Monthly Budget vs Actuals analysis
  • Ad-hoc scenario planning to understand the impact of business decisions
  • Everything from the Basic Engagement
  • Bi-weekly meeting to review the company’s financial health & strategic insights
  • Customized strategy & operations projects specific to your company’s needs
  • Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story
  • Everything from the Essential Engagement
  • Weekly meeting to review the company’s financial health & strategic insights
  • In-depth strategy & operations projects
  • In-depth investor & board reporting support
  • In-depth fundraising & M&A support
Starting at 
$1,750
 /mo billed annually
For a detailed look at pricing, visit our pricing page.
Industry Expertise

We've seen it all

Whether you’re just getting started or you’re an established company, our team has extensive experience to handle your specific situation.

Technology 
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Professional Services 
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Financial Services 
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Consumer Goods & Retail 
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Healthcare 
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Pre-Seed
Seed
Series A
Series B+
Owner-operated firms
Self-funded businesses

Hear from Our Customers

What is the problem CFO has helped you with?

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.

What was the quantitative/qualitative impact?

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.

What is one word that describes your experience with CFO?

Reliability.

What was life like before your CFO? What is life like after your CFO?

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.

What is the problem CFO has helped you with?

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.

What is the solution the CFO provided?

Flexible reporting and proactive guidance on a range of topics.

What was the quantitative/qualitative impact?

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.

What is one word that describes your experience with CFO?

Proactive.

What was life like before your CFO? What is life like after your CFO?

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.

What is the problem CFO has helped you with?

As a new business co-founded by two people who do not have business degrees (or any finance experience outside of Google Sheets).

What is the solution the CFO provided?

Pilot CFO services have helped us clean up our finances, look at the big picture, and put into context every financial decision we make.

What was the quantitative/qualitative impact?

We are making more informed and educated decisions than we ever could have before!

What is one word that describes your experience with CFO?

Educational.

What was life like before your CFO? What is life like after your CFO?

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.

What is the problem CFO has helped you with?

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.

What is the solution the CFO provided?

Strategic analysis of the financial wellbeing of our company and growth plan.

What was the quantitative/qualitative impact?

More informed decision making.

What is one word that describes your experience with CFO?

Helpful.

What was life like before your CFO? What is life like after your CFO?

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.

See what Pilot can do for you

Get the peace of mind that comes from partnering with our experienced finance team.
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