Done-for-you financial modeling and monthly CFO advisory for founders preparing to raise or exit. See exactly what you'll walk away with — personally — before you sign anything.
Book Your Free Scenario Session30 minutes. Your real numbers. Raise smart — not just big.
You only get one shot. One bad raise, one miscalculated exit, and a decade of work doesn't translate into the wealth it should have.
Every raise sets a minimum exit value — the number your company must sell for just to put you ahead of where you are today. Most founders never see that number until it's too late.
Dilution compounds across rounds. Liquidation preferences, pro-rata rights, and participation terms determine who actually gets paid at exit. Revenue growth doesn't equal founder wealth.
Founders spend $5,000 or more on advisors to build a single pro forma cap table. Change one term in the deal and the model is useless. Start over. Pay again.
Investors walk into every deal having modeled every scenario. Founders walk in with a number they got from Google. Every term in a term sheet has a financial consequence most founders can't see.
A higher valuation sounds great until you see the terms that come with it. Over-raise and you can finance your company into a wall — on a growth treadmill you can't get off.
Waiting too long because you think the company will be worth more later — not realizing the market window closed. Or selling early because you couldn't see the upside in your own numbers.
A founder at $20M in revenue sets a $50M personal exit goal. The model shows they're $16.7M in revenue away — roughly 26 months of organic growth. No new round needed.
More capital doesn't always mean a better personal outcome. Before you raise, model the trade-offs.
Sustaining 35% growth at scale for three straight years is the plan — but plans and outcomes aren't the same thing. What happens to your exit if growth slows to 20%?
There are plenty of acquirers at $150M. At $500M+, the buyer pool shrinks dramatically. You're betting on a smaller market of potential exits — and fewer competitive offers.
Revenue grows 150%. But your personal proceeds grow just 92%. Dilution, liquidation preferences, and transaction costs compound across every round.
At $16.7M in revenue away, the exit may be achievable with organic growth and a bigger ownership stake — without raising at all. The founder keeps 16.9% instead of diluting to 11.6%. Most never model this.
From intake to running scenarios on your kickoff call — then monthly model updates and advisory to keep it current and actionable.
After signing up, you'll receive an intake form with the data you need to pull together. Send it to us in advance of your kickoff call.
We share the populated model and discuss your goals. We model raise and/or exit scenarios live on your kickoff call.
Send us your monthly financials in advance and we update the model prior to your advisory session — maximizing the time and impact of every meeting.
Your advisory team builds and maintains your model — you get full access to track your exit goal, run scenarios, and see exactly where you stand. Updated instantly as your numbers change.
Send your financials and cap table. Your advisory team builds your full model in Founder Model — performance, fundraising, valuation, cap table, and exit scenarios populated with your real numbers.
Run as many raise, valuation, and exit scenarios as you want, 24/7. Model a new term sheet at midnight, compare three raise structures before a board meeting. It's your model, always available.
Scheduled one-on-one with your advisor every month. Review updated financials, pressure-test assumptions, interpret what the numbers mean, and prepare for upcoming decisions.
Your advisory team reviews your latest financials each month and updates the model — trailing performance, new scenarios as deal terms shift, updated projections. Your model is never stale.
Track the financial and operational metrics that matter — month over month. Spot trends early and walk into every investor or board conversation with data, not guesses.
Quick questions, scenario gut-checks, real-time support when deals move fast. Get answers between monthly sessions when you need them.
An always-available guide built into the app that helps you navigate every feature, understand every term, and figure out which scenario to run next.
All data stays in your browser. Nothing is transmitted to a server. Your financials, cap table, and exit scenarios remain entirely yours.
Month-to-month. No contract. Cancel anytime.
If you cancel, you keep read-only access to your model for one year from your original signup date.
🟢 Founding Members — Limited to 10
$750/month — locked for life
First 10 customers lock in the founding rate as long as they stay subscribed. Same service. Lower price. Once they're gone, they're gone.
Built and delivered by a team of former SaaS founders and CFOs who've successfully navigated fundraising and the complexities of an exit firsthand — so founders don't have to figure it out alone.
Focus on maximizing your personal outcome — not just your company's valuation. You may not need a $500M exit. Your investors might, but you don't. Set a goal. Build a roadmap. Know your numbers. Track your progress. And when you raise, raise smart — not just big.
Don't let your startup become a job.
Book a free scenario session. We'll model your raise or exit using your real numbers — so you can see exactly what you'd walk away with under different outcomes. No commitment. No pitch. Just your numbers.
Book Your Free Scenario SessionYour exit. Your terms. Your number.