01
20 MINUTES · NO CHARGE
Start with a focused conversation
Discuss current active projects, budget tracking, construction draws, lender reporting and the decisions that are difficult to see ahead of time.
Our process
A practical path from scattered numbers to better decisions.
You don't need another transformation project. We'll begin with the information you have, focus on real funding and reporting questions, and decide together whether ongoing support adds value.
02
WHEN THERE'S A FIT
Agree on a review scope
If helpful, identify the spreadsheets, project schedules and reporting examples that would answer a specific near-term question. Any deeper analysis scope is agreed before the work begins.
03
$1,995 · AGREEMENT BEFORE PAYMENT
Confirm the agreed project engagement
The founder verifies project scope, usable inputs, model complexity and capacity. If approved, we agree delivery terms and sign a scoped agreement before sending a secure Stripe invoice.
04
AFTER PAYMENT AND USABLE INPUTS
Deliver a decision-ready 90-day view
Build the agreed editable cash and capital forecast, downside scenario and findings summary, then review the results together in a 45-minute meeting. One correction round is included.
05
OPTIONAL · SEPARATELY SCOPED
Maintain a working finance rhythm
If the forecast shows a recurring need, discuss separately priced managed finance, software access or fractional CFO services. No automatic subscription.
See before you commit
Want to preview the output?
The sample portfolio report shows an illustrative executive view, cash outlook and risk notes—the kind of clarity a well-structured process can create.
View the sample report"The outcome isn't a perfect spreadsheet. It's a trusted picture of what needs a decision next."
Start with clarity
Your next funding decision deserves a clearer picture.
Start with a short conversation about your active projects, draw timing and reporting process. No sales presentation required.