Common Projects

HOW TO USE THIS PAGE

This page lists common projects. Projects can be customized, blended or adapted as needed.

MODEL BUILDOUT

Build a model to reflect the business' strategy
2, 3, or 4 year forecasts (and a stub for the remainder of this year)
Custom model built from scratch
- Revenue drivers, levers, growth vectors
- Expense forecast with dynamic logic tied to revenue or other drivers
- Cash out date
- Burn
- Hiring plan
- Outputs for slides (VC deck, board meetings, etc)
Unique approach
- My models have been described as "exceptionally insightful and easy to follow"
- My work has been described as "top notch exec financial coaching" because we get into the inner workings of what makes the business tick
Experienced
- Exposure to all types of business models

ENGAGEMENT DETAILS

Cost: $8k
Time: 20-25 hours (3-6 weeks, depending on urgency and CEO availability)
Deliverable: A model that is "final" but that the CEO is comfortable updating on their own as needed
Workflow: About 8 two-hour working sessions with the CEO
Side benefit: Beyond the model, CEO will gain deeper understanding of their business

Model Buildout + VC Deck
Formulate a narrative that aligns 3 key story points: CEO vision, company strengths/traction, and market opportunity
Model and deck are tightly connected
Deck output is:
- Simple and beautiful
- Easy to maintain
- Concise
- Bridges what the CEO wants to say with what VCs like to hear
- Organized, good flow, covers all key pitch elements
Guiding light: Guy Kawasaki's 10/20/30 Rule
Unique approach
- My VC decks have been described as "articulate, to the point, and compelling"
- Pitch friendly because materials follow the tone and voice of the CEO
- I strive for simplicity on the other side of complexity, meaning we get the story across in simple, powerful ways
Stress test model and deck with existing investors and board, make adjustments as needed

ENGAGEMENT DETAILS

Cost: $15k
Time: 40-50 hours (approx 8 weeks, depending on urgency and CEO availability)
Deliverable: A deck+model combo that is pitch ready
Workflow: Many two-hour working sessions with the CEO
Side benefit: Beyond the deck+model, CEO will be able to handle pretty much all VC questions

Intensive CFO support to the CEO and exec team
Tasks vary by company, and can include:
- Model buildout (as above)
- VC deck
- Board prep/slides
- Reconfiguration of financial reporting (at the accounting software level), including new Chart of Accounts, automated reporting, etc
- Train new finance managers with best practices
- Analytics (transaction data, financial data, etc)
Unique approach
- My fractional CFO work has been described as "game-changing"
- I can cut through confusion to get to meaningful insights
- Experience includes being a CEO, founder and engineer myself

ENGAGEMENT DETAILS

Cost: $10k/mth x 3 months = $30k
Time: 25 hrs/month x 3 months
Deliverable: Varies
Workflow: Varies
Side benefit: Ongoing processes that are simple, attainable, time efficient and insightful