What We Offer
Every engagement with Vera CFO is built around one idea: your CFO should be a strategic partner, not just a scorekeeper. Whether you're a first-time founder trying to understand your numbers or a scaling company preparing for a fundraise, Vera CFO meets you where you are — and grows with you.
All engagements are monthly retainers except Project-Based work. Every tier includes full access to Matt. The difference is scope, frequency, and depth.
-
You have a business with momentum but finances that need structure. Foundations gives you a real CFO to build from — monthly financial statements, clear reporting, and a trusted advisor who helps you understand what your numbers mean for your next move.
What's included:
Monthly financial statements (P&L, balance sheet, cash flow)
Cash flow monitoring and burn rate management
Basic financial forecasting
Bi-weekly strategy call with Matt
Budgeting and expense tracking
Investor-ready reporting as needed
Best for: Pre-revenue to $1M in revenue
-
You're past the early stage and the financial decisions are getting bigger. Growth gives you a deeply involved CFO working alongside your team — building models, tracking KPIs, analyzing performance, and helping you make confident decisions as you scale.
What's included:
Everything in Foundations
Weekly calls with Matt
Financial modeling and scenario analysis
KPI dashboard development and tracking
Unit economics and margin analysis (CAC, LTV, payback period)
Channel and product profitability analysis
Vendor and contract negotiation support
Fundraising preparation and investor materials
Best for: $1M–$10M in revenue
-
You're moving fast, raising capital, and need a CFO who is fully embedded in your business. Enterprise is Matt at his most involved — frequent touchpoints, complex modeling, investor relations, and strategic financial leadership across every major decision.
What's included:
Everything in Growth
Near-daily availability and frequent calls
Full fundraising support — deck, data room, due diligence, investor relations
Cap table management and equity modeling
Board and investor reporting
M&A analysis and strategic transaction support
Financial systems and infrastructure buildout
Cross-functional collaboration with your leadership team
Best for: Series A ready or high-growth companies up to $50M in revenue
-
Not every engagement needs to be ongoing. If you have a specific model to build, a raise to prepare for, or a financial analysis that needs expert attention, Vera CFO can step in for a defined project scope and timeline.
Examples of past projects:
Fundraising models and investor decks
Three-statement financial models
Scenario and sensitivity analysis
Business valuation and DCF analysis
KPI framework buildout
Financial audit preparation
Pricing and timeline determined by project scope. Inquire to get started.
How We Work
Every engagement is built to deliver value quickly — and compound over time.
1
Start with a Conversation
We start with a straightforward conversation about your business, your goals, and where the gaps are. No lengthy intake process — just a direct discussion to make sure we're aligned on what you need.
2
Define the Scope
You receive a clear engagement proposal — scope, deliverables, and cadence. No ambiguity about what you're getting or how we'll work together.
3
Do the Work
Every engagement starts with a deep dive into your financials — getting the foundation right before building on it. Within weeks, not months, you have a CFO who knows your business and moves with urgency.
4
Grow Together
The relationship deepens over time. As your business grows, the scope evolves with it. Most clients deepen the engagement as their business grows.
Let’s Talk
Schedule a call directly, or fill out the form and Matt will be in touch within 24 hours.