The CFO Partner
Your Business Deserves.
Strategic financial leadership for ambitious founders—on your terms and budget. From fundraising readiness to cash flow clarity, we embed as your finance team's most valuable operator.
Sound Familiar?
The financial challenges every founder knows
These aren't just financial problems—they're growth blockers. The right financial leadership changes everything.
Your cash forecast is a spreadsheet you dread opening
Without real-time cash visibility, every vendor invoice or missed payment threatens to spiral. Founders spend weekends reconciling numbers instead of growing.
Your next funding round is approaching and the data room is empty
Investors expect clean financials, clear unit economics, and a compelling narrative. Building this under deal-pressure is where founders lose terms—or deals entirely.
You're scaling fast but your finance function hasn't kept up
Revenue is growing, but margin erosion, unbudgeted headcount, and opaque departmental spend are quietly eating your runway.
A full-time CFO costs $250K+ before equity—but you still need the expertise
At the Series A/B stage, you need strategic finance leadership, not just bookkeeping. But a senior hire is hard to justify until you cross a revenue threshold.
These are exactly the problems GreyRock Advisory was built to solve.
Let's Solve Them TogetherWhat We Deliver
Full-spectrum CFO services
From foundational financial controls to investor-ready reporting, we provide the full range of strategic finance leadership.
The financial infrastructure your company runs on.
Strategic Financial Planning
Develop comprehensive financial strategies aligned with your business objectives and growth stage.
Cash Flow Optimization
Implement 13-week rolling cash forecasts and robust cash management systems so you always know your runway.
Budgeting & Forecasting
Create detailed financial models with scenario planning—best case, base case, and stress scenarios.
Management Reporting
Design executive dashboards and KPI tracking systems that give your leadership team real-time clarity.
Financial Controls
Establish internal controls, approval workflows, and compliance governance appropriate for your stage.
Not sure which services apply to your situation?
Let's discuss your needsWhy GreyRock Advisory
CFO-level strategy.
Founder-scale commitment.
Most fractional CFO providers send a generalist with a template. We bring deep expertise in software and tech-enabled businesses—the industry dynamics, investor expectations, and operational nuances that actually matter at your stage.
We don't just advise. We execute, we own deliverables, and we stay accountable to your outcomes—not just your invoices.
Founder-Focused Approach
We've sat across from investors, advised through funding rounds, and navigated the financial chaos of hypergrowth. We speak founder.
Deep Tech & SaaS Expertise
Unlike generalist CFOs, we specialize in software, SaaS, and tech-enabled businesses—the models, metrics, and nuances that matter to your investors.
Right-Sized Engagement
From a few hours a week to near full-time during critical moments. Our engagement scales with your needs—no over-staffed retainers.
Execution, Not Just Advice
We don't hand you a 50-page deck and disappear. We roll up our sleeves, own deliverables, and sit in your Slack.
How It Works
From first call to embedded partner
A clear, low-friction process to get you financial clarity fast.
Discovery Call
A focused 30-minute conversation to understand your business, current financial challenges, and what you're trying to accomplish in the next 12–18 months.
Financial Assessment
We conduct a rapid diagnostic of your current financial state—books, metrics, processes, and systems—to identify gaps and prioritize opportunities.
Tailored Engagement
We design a right-sized engagement scoped to your actual needs: weekly hours, key deliverables, and clear accountability for outcomes.
Ongoing Partnership
Regular check-ins, board prep, investor communications, or month-end close support—we're embedded in your finance function as a true strategic partner.
Financial Insights
Resources for ambitious founders
- SaaS Finance
The Founder's Guide to SaaS Unit Economics: CAC, LTV, and the Metrics That Matter
Understanding the relationship between Customer Acquisition Cost and Lifetime Value is the single most important financial concept for SaaS founders. Here's how to calculate, interpret, and improve them.
8 min read - Fundraising
How to Make Your Financials Investor-Ready Before Your Series A
Most founders underestimate how much financial due diligence matters in a funding round. We break down exactly what top-tier VCs look for and how to prepare six months in advance.
10 min read - Financial Planning
Cash Is King: A Practical Cash Flow Management Framework for Startups
Running out of cash is the most common cause of startup failure. Learn the 13-week cash flow forecast methodology and the early-warning KPIs every founder should monitor weekly.
6 min read
Common Questions
Frequently asked questions
Still have questions? Get in touch and we'll answer them personally.
Get Started
Ready to build a financially
resilient company?
Book a free 30-minute strategy call. No sales pitch—just an honest conversation about your financial situation and how we can help.
- No commitment—just a focused conversation
- We'll identify your highest-priority financial gaps
- Receive a tailored engagement proposal within 48 hours
Book a Free Strategy Call
Pick a time that works for you—no back-and-forth emails needed.
Schedule on Google Calendar