Fractional CFO & Advisory
CFO strategy for your next stage of growth.
A senior CFO and FP&A team handle fundraising, board reporting, forecasting, and capital allocation, so every decision moves faster.
$500M+
Raised by clients
600+
Businesses served
10+ yrs
In business since 2014
Why Finvisor
Full CFO coverage, one partner relationship.
Get the strategic finance function a growth-stage company needs, without the cost of a $300K+ hire or the risk of relying on a single person.
Financial modeling and cash runway analysis
A clear view of runway and where to invest next
FP&A: budgets, forecasts, and custom KPI reporting
Decisions grounded in current, credible numbers
Board deck prep and investor reporting
Diligence-ready materials investors trust
Budget vs. actuals kept in lock step
Variances surfaced early, plans adjusted fast
Fundraising support and data room prep
Fewer diligence surprises, faster term sheets
Financial modeling and cash runway analysis
A clear view of runway and where to invest next
FP&A: budgets, forecasts, and custom KPI reporting
Decisions grounded in current, credible numbers
Board deck prep and investor reporting
Diligence-ready materials investors trust
Budget vs. actuals kept in lock step
Variances surfaced early, plans adjusted fast
Fundraising support and data room prep
Fewer diligence surprises, faster term sheets
Fundraising & growth
Navigate growth and fundraising with confidence.
Get senior finance leadership that has worked through these decisions before, so you can move on fundraising and growth without second-guessing the numbers.
Investor reporting, forecasting, and 409A valuations
Guidance on growth, hiring, pricing, and capital allocation
Fundraises supported pre-seed through exit
Board & investors
Walk into every board meeting prepared.
We help you drive the strategic discussions that matter at the board level, grounded in how the business actually runs.
ARR, burn, and unit economics presented credibly
Board packages and investor updates that hold up
Strategic judgment from experienced leaders
Speed & continuity
Move faster on every decision.
Our advisory work is built on clean, current financials, helping keep diligence, fundraising, and audits moving when it matters most.
A dedicated advisor who knows your business in your Slack and emails
Less delay during diligence, fundraising, and audits
Continuity protected through any transition
What founders say
Trusted by founders from seed to growth.
“I have observed that Jodi is proactive, exceptionally intelligent, and extremely capable. She has proven to be a valuable asset to our cash flow, which is vital for a small business like XiO.”
Bryan Collins, COO
XiO, Inc
“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.”
Ryan Schaper, Operations Manager
Flagship
“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.”
Brian Hassan, Co-Founder
Kickfin
FAQ
Questions we hear all the time.
If yours isn’t here, we’d love to answer it directly.
A controller keeps the books accurate and current. A fractional CFO uses those numbers to guide strategy, fundraising, forecasting, pricing, and capital allocation. We can provide both, which creates better outcomes in both advisory and accounting.
Ready for CFO-level guidance?
Talk to a senior advisor about your raise, your board, and the decisions ahead.