YOUR ON DEMAND CFO. MANAGEMENT CONSULTING WHEN YOU NEED IT.

Whether you are reviewing term sheets, budgeting & forecasting for the next year, or negotiating a line of credit, it’s good to have another advocate in your court when making key decisions. Finvisor provides CFO management consulting for startups, small businesses and more.

CASH FLOW MANAGEMENT

Venturing outside your comfort zone can seem daunting. It’s essential to carefully monitor your cash flow, ensuring sufficient liquidity to sustain your expansion.

TRANSACTION PREPARATION

Getting ready for a transaction can eat up your time and attention. By bringing in an experienced CFO to your team, you can shift your focus to your business strategy, guaranteeing that your financial reporting remains current and your finances are expertly handled.

BUDGETING SUPPORT

Managing expenses effectively can pose a challenge. Engaging the advisory and consulting expertise of an on-demand CFO can assist in controlling your budget and financial management.

CAPITAL RAISE SUPPORT

Securing capital can be a taxing endeavor for any business owner. Put our CFO’s wealth of experience to work for you, ensuring a successful closure of your upcoming financing round.

A TEAM OF EXPERTS

THAT SCALES WITH YOUR NEEDS

Our CFO & Advisory team has helped clients from inception to exit. We can help you with ad-hoc budgeting and forecasting needs as well as term sheet and transaction preparation.

WHY DO CLIENTS CHOOSE
FINVISOR?

RYAN SCHAPER

OPERATIONS MANAGER FLAGSHIP

The Finvisor team has been great. Our financials had been a mess since we opened and the Finvisor team cleaned them up and have been on top of every detail.

BRIAN HASSAN

CO-FOUNDER KICKFIN

Unlike other firms that we have worked with in the past, they are exceptional listeners, provide sound and scalable advice, and always have our best interests at heart. Whether you are a startup or a company in its growth stage – or looking for basic accounting work or complex financial modeling for your fundraising efforts – you’ll be in excellent hands with Finvisor.

SARAH LACY

CEO OF PANDOMEDIA

We came to Finvisor with an accounting mess, and Noah and his team became true partners in helping us clean it up and become a thriving business.

SAVES YOU TIME

You didn’t start a business to become an accounting or payroll expert. Focus on what matters; growing your business, closing your next deal, or building your software.

AFFORDABLE PRICING

We offer simple, consistent pricing. A fraction of the cost of a full time hire with the benefit of a full team of experts.

A RELIABLE PARTNER

A team that scales as you grow. We understand your business and operations at every stage of growth.

BUILT FOR STARTUPS & EARLY STAGE BUSINESSES

We understand SAFE notes, seed round financing, and the importance of knowing your burn. Our team has decades of experience working with startups to help you avoid costly mistakes. Work with an outsourced CFO to develop long-term financial goals and oversee the day-to-day financial operations of your business.

FOR ANY QUESTIONS

CONTACT US

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

440 N Barranca Ave
#3123
Covina, CA 91723

(415) 416-6682

hello@finvisor.com

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