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.

CFO Management Consulting - image of team member at desk
cashflow management- image of wallet with cash and card

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.

transaction preparation- image of transactions between two phones

Sales Efficiency, Pricing & Key KPIs

We dive deep into your customer and sales data  to identify trends, blind spots and areas for  improvement in LTV, CAC and profitability.

budget support- image of increasing monetary budget and funds symbolizing managing budget

Forecasts, Budgeting & Cashflow

We work with C-suite and department heads  to create forecasts and build scalable budgets,  improving financial discipline and visibility.

capital raise support- image of money bag

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.

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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