Whether you are reviewing term sheetsbudgeting & forecasting for the next year, or negotiating a line of credit, bring in the experts who have done this before. Finvisor’s CFO & Advisory Team offers flexible and personalized support, from inception to exit.

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Strategic Expertise & Leadership

We help optimize your financial strategy, advise on  pricing and investment decisions, operationalize  go-to-market planning, and contribute guidance  on systems and hiring to support your company’s sustainable growth.

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Sales Efficiency, Pricing & Key KPIs

We extensively analyze your customer and sales data to pinpoint trends, identify blind spots, and highlight areas for improvement in metrics such as LTV, CAC, and profitability.

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Forecasts, Budgeting & Cashflow

We collaborate with executives and department heads to develop forecasts and establish scalable budgets, enhancing financial discipline and visibility in the process.

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Special Projects

We have experience with negotiating debt  arrangements and other key relationships, audits,  restructuring, SPAC and acquisition readiness, and  we can assist you in preparing for capital raises.

Role of Your CFO

A CFO can play a crucial role in the financial management of your company. Think of them as the financial guru behind the scenes, helping the company make informed decisions and navigate the complex world of finance. Their primary responsibility is to oversee the company’s financial strategy, which includes budgeting, forecasting, and financial planning. They analyze financial data to provide valuable insights, helping you allocate resources effectively and identify areas for cost-saving and revenue generation. This strategic approach ensures that the company remains financially stable and can continue to grow and thrive.

One of the key benefits of outsourcing the role of a CFO for your company is the cost-effectiveness. Hiring a full-time, in-house CFO can be expensive, especially for startups with limited resources. Outsourcing this job offers you the expertise on a part-time or contract basis, reducing the financial burden on the company. Additionally, it can bring a wealth of experience from various industries and startups, offering fresh perspectives and innovative financial strategies. The guidance you gain can help the company not only manage its finances efficiently but also attract investors and secure funding, ultimately propelling it towards long-term success in a competitive market. In essence, filling the role of the CFO is a valuable asset for any large revenue company, providing financial expertise and strategic direction without the hefty price tag of a full-time executive.

Valuation & Investment

You know your company is valuable. Let us help you reflect that to your investors and buyers.

MANAGEMENT CONSULTING: YOUR ON-DEMAND CFO - graphic of arrowing showing stages of growth

Whether you are trying to negotiate the best purchase price for your company or need help determining the value of your assets and liabilities for financial reporting, Finvisor’s CFO & Advisory Team can assist. We leverage our extensive knowledge and experience to make the valuation process less daunting and stressful for your start-up or small business.

500+ startups helped through fundraise

$3B+ raised in debt, equity & SAFEs

Finvisor referenced
in public filings

Mergers & Acquisitions

Ready to grow your company through the M&A process, but need help with strategy or execution?

Finvisor’s Mergers & Acquisitions
Team can guide you.

ACCOUNTING, PAYROLL, AND CFO TEAM - graphic of Finvisor team of experts sitting together at table

Pairing expertise with a focus on relationship-based service, Finvisor’s Mergers & Acquisitions Team can support you through the complexities of M&A deals, ensuring the best outcome for your company. We help minimize disruption and maximize results through each stage of the transaction:

De-SPAC prep

Buy-side negotiation & due diligence

Sell-side valuation support & data presentation

Systems- & tech-driven integration



Finvisor HQ
48 2nd St, 4th Floor
San Francisco, CA 94105

440 N Barranca Ave
Covina, CA 91723

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