Fuel Your Finance Engine

Fractional CFO Services

Fractional CFO

Services That

That Drive Results

Drive Results

Your trusted partner for your financial journey.
Expert CFO partnerships, FP&A, and strategic
advisory to fuel your business growth.

Trusted by Executives At

OUR SERVICES THAT

Streamline Your Business

Strategic CFO Guidance in Real-Time

Our fractional CFO services offer personalized, on-demand services to early and mid-stage startups. Companies will gain access to seasoned CFO support, providing them with high level financial expertise without the need for a full time hire. This service delivers cost-effective financial guidance and strategic insights, tailored to your company's specific needs, ultimately driving growth and financial success.
Embedded Financial Expertise: Tap into the expertise of an embedded, seasoned finance expert, eliminating the need for a full-time CFO’s salary.
Customized Financial Strategies: Receive personalized financial solutions designed to address your unique business challenges and opportunities.
Optimized Cost Efficiency: Enhance financial decision-making while minimizing overhead, making it an efficient solution for businesses of all sizes.

FP&A for Informed Decision-Making

Our FP&A services tailored for venture-backed startups are designed to empower your young company with robust financial planning, analysis, and strategy. We help startups navigate the complexities of financial management, enabling you to make informed decisions that drive growth and attract further investment.
Strategic Financial Planning: Gain strategic insights and forecasts that guide your startup's financial decisions and future funding rounds.
Investor-Ready Financial Reporting: Present polished financial reports and models to attract and retain venture capital funding.
Customized Financial Analysis: Access tailored financial analysis and recommendations to optimize your startup's financial health and trajectory.

Tailored Financial & Strategic Insights

Velo CFO offers custom,  project-based financial and strategic advisory to venture-backed startups, investment firms, and search funds seeking unique financial analyses and due diligence. Whether it's conducting in-depth financial assessments or providing specialized insights for investment decisions, our service equips clients with the actionable information needed for confident investments and strategic moves.
Tailored Financial Assessments: Receive custom financial analysis and insights designed to address specific investment needs and challenges.
Expert Due Diligence: Conduct thorough financial and PE-style due diligence to make well-informed investment decisions.
Strategic Advisory: Access project-based financial and strategic guidance, optimizing your approach for success in the dynamic startup landscape.
Get In Touch To Jumpstart Your Business
Get In Touch To Jumpstart Your Business

ABOUT US

We Are on a mission to empower entrepreneurs with the insights necessary to build venture scale businesses

At Velo CFO, we stand out by offering high-touch, high-quality financial services that are tailored to your unique needs. Our strength lies in our specialized team, composed of seasoned experts with a wealth of relevant, real-world industry experience. We take pride in being more personalized than our competitors, dedicating ourselves to understanding your specific challenges and goals.

Personalized Approach

Our high-touch, specialized team goes the extra mile to deliver personalized financial solutions. We understand that every business is unique, and we tailor our services accordingly.

Real-World Industry Experience

Unlike other providers, we offer more relevant, real-world industry experience. This means that our advice is not only informed by theory but also by practical insights that drive results.

Profitability and Efficient Growth

Our primary goal is to help you achieve efficient growth and build a path towards long-term profitability. Whether you're a startup at any size or stage, we have the expertise to guide you towards financial success.

Inclusivity

Our team of CFO talent has experience across several different unicorn startups, multi-billion dollar private equity funds and hedge funds, and public accounting firms.

WHY US

Important Benefits of Velo CFO Services

one

Financial Clarity and Budget Mastery

Gain a comprehensive understanding of your business's financial health. We help you create and manage a clear budget, allowing you to make informed decisions about your expenditures.

two

Navigating the Path to Success

Whether you're aiming for profitability or gearing up for your next fundraising round, we provide you with a well-defined roadmap to achieve your financial goals.

three

Mastering Cash Flow Dynamics

Effectively manage cash flow in the face of business seasonality, vendor/customer terms, and other challenges. Our expertise ensures you have the financial agility to thrive in any market condition.

four

Investor-Ready Financial Storytelling

We prepare you for investor diligence by refining your customer data and creating a compelling financial narrative. This "story" not only builds investor confidence but also strengthens your position in securing vital investments.

one

Financial Clarity and Budget Mastery

Gain a comprehensive understanding of your business's financial health. We help you create and manage a clear budget, allowing you to make informed decisions about your expenditures.

two

Navigating the Path to Success

Whether you're aiming for profitability or gearing up for your next fundraising round, we provide you with a well-defined roadmap to achieve your financial goals.

three

Mastering Cash Flow Dynamics

Effectively manage cash flow in the face of business seasonality, vendor/customer terms, and other challenges. Our expertise ensures you have the financial agility to thrive in any market condition.

four

Investor-Ready Financial Storytelling

We prepare you for investor diligence by refining your customer data and creating a compelling financial narrative. This "story" not only builds investor confidence but also strengthens your position in securing vital investments.

WHY US

Important Benefits of Velo CFO Services

Long-Term Financial Planning

Long-Term Financial Planning

For all customers, we build a detailed 3-5 year operating plan to forecast the business’s growth. This provides business leaders with clarity around the bottom-up inputs needed to hit the company’s financial goals.

Right arrow.
Right arrow.

Cash Flow Forecasting & Budgeting

Cash Flow Forecasting & Budgeting

Effectively manage cash and operating expenses to ensure cash burn is at reasonable levels for the business. Our financial models include detailed headcount and vendor budgeting sections, so executives can be informed about capital allocation needs.

Right arrow.
Right arrow.

Fundraising & Diligence Prep

Fundraising & Diligence Prep

We prepare customers for fundraising by refining customer data, building a financial plan, and creating a compelling narrative around the long-term potential of the business. We believe that time kills deals, so our preparation process ensures founders are prepared for the financial diligence that comes with a fundraise.

Right arrow.
Right arrow.

Expert CFO Results

At A Fraction Of The Cost

Let’s face it, in-house CFO’s are expensive. Fuel your growth with the same financial expertise at a fraction of the cost and with a combined perspective across industries and businesses.

Scale Your Business

With Confidence

With a fractional financial partner you can have a better understanding of KPIs, risk, and opportunities without the workload, allowing you to scale with confidence.

Get Personalized

Support & Service

We take a customized approach to every client, tailoring our services to your exact business needs. We handle the boring work and give you the information needed to make critical business decisions.

Our customers have raised $100M+ from Tier 1 investors, such as

Impactful Transformations,
Client by Client

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

"This is a fake review from a real person who said it was okay to use their real picture for your fake, real, or real-in-the-future things."

TESTINOMIALS

Making An Impact With Each Client

After using our service, as well as communicating with our managers, we are very interested in the opinions of our customers. You can leave a review on our website.

We easily and quickly received the money from the consumers grow Sight Bank.

5
John Macish

Get in touch

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Impactful Transformations,
Client by Client

Scott Sonneborn
Co-Founder & CEO @ Tydo

"Velo is our trusted advisor that feels like an extension of our team. They hit the ground running, taking everything from bookkeeping to detailed financial modeling for different customer acquisition scenarios off my plate. It’s been extremely valuable to have them in our corner."

Dan McCormick
Founder & CEO @ Create Wellness

"As a former Head of Finance myself, I have high standards for this role and Velo exceeds them consistently. They’re scrappy and hands-on."

Nicolas Cole
Co-Founder @ Ship 30 for 30 & Typeshare

"We started working with Velo right as our business was starting to scale, and in hindsight it was one of the best decisions we made. If you’re a lean team but want to operate your finances like a seasoned startup, highly recommend working with them."

Brent Dusing
Founder & CEO @ TruPlay

"Vib is one of the most intelligent, capable financial professionals I've encountered in my 19 years of leading organizations. He also has a great deal of wisdom, which is very helpful for any CEO who values good advice from a trusted financial partner."

TESTINOMIALS

Making An Impact With Each Client

After using our service, as well as communicating with our managers, we are very interested in the opinions of our customers. You can leave a review on our website.

We easily and quickly received the money from the consumers grow Sight Bank.

5
John Macish

Get in touch

SEND
SEND
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.