Full Stack Financial Advisory to Fuel Business Growth

Our team of startup-focused CFOs has collectively
guided companies through $500M+ in fundraising and multiple successful exits.

Our team of startup-focused CFOs has collectively guided companies through $500M+ in fundraising and multiple successful exits.

Operational Finance

Efficient financial operations are crucial for scaling startups. We streamline your financial processes, implement automated solutions, and establish metrics that matter. Our operational expertise helps you build scalable systems that grow with your business while maintaining accuracy and compliance.

KPI development and tracking
Financial systems implementation
Process optimization and automation
Board meeting prep and presentation

Forecasting and Planning

In today's fast-paced startup environment, strategic financial planning is the cornerstone of sustainable growth. We help you build a robust financial foundation that attracts investors, optimizes resources, and positions your company for long-term success. Our strategic planning services ensure you're always prepared for your next growth phase.

Financial modeling and forecasting
Headcount and expense planning
Cash flow  and runway planning
Budget development and management

Fundraising Support

Securing and managing investments requires expert guidance and meticulous preparation. Our team brings extensive experience in fundraising, due diligence, and investor relations. We help you navigate complex financial transactions while maintaining strong relationships with your stakeholders.

Pitch materials preperation
Due diligence preparation
Equity structure optimization
Investor relations management

Financial Compliance

Maintaining compliance and managing risk is essential for protecting your company's future. We implement robust financial controls and reporting systems that give you peace of mind
while satisfying regulatory requirements and investor expectations. Our proactive approach helps identify and mitigate risks before they impact your business.

Financial controls implementation
Audit preparation and support
Tax planning and compliance
Risk assessment and mitigation

Portfolio Services

For investment firms, commercial banks, finance companies, asset based lenders and factoring firms, Fluent CFO can provide in depth portfolio services for your borrowers and investments.

Portfolio and lending model reviews
Lending software evaluation
Financial statement review and analysis
Problem loan workout and restructuring