Financial Advisory Services

“Where do we go from here?”

Every startup needs forward-looking financial guidance to help them better decisions and craft a compelling, pitch to  investors. But how do you on the right track? By choosing the right financial partner from the get-go.

With airCFO’s financial advisory team, you get data-driven startup operators and savvy finance professionals who fully grasp the challenges and opportunities of early-stage tech companies. Our team has helped clients raise over $70M in debt and equity capital over the last three years. From acting as your partner to creating fundraising materials and prepping for board meetings, your airCFO financial advisor will be a critical resource from day one.

Financial Planning & Analysis

Break free from complicated, cumbersome software with our automated, fully customizable three-statement financial model. This powerful toolkit allows our team to focus on advising problem-solving and strategy — not crunching numbers — so you and your team get insightful, efficient answers to your most pressing questions, like:

  • What Impact do adjustments to our hiring plan have on our financial outlook?
  • What does my runway look like if we assume that sales are cut in half? What id we assume that they 2x?
  • How does my LTV / CAC ratio stack up against my peers?
  • And much more

Transaction Advisory

The airCFO finance team provides clients this end-to-end service at a reasonable flat rate in order to arm them with an experienced partner for their fundraise. We work directly with founders and executive teams on fundraising prep, scenario modeling, diligence support, cap table analysis, and advising on term sheets received during fundraising.
Want to know more? Our founder can walk you through the benefits of airCFO’s financial advisory services.

Want to know more? Our founder can walk you through the benefits of airCFO’s financial advisory services.

How We Can Help


Management Advisory

Board &
Executive Reporting

Investor Relations

Cash Flow

KPI Analysis

Headcount Planning

Scenario Modeling
& Budgeting

Transaction Advisory

We're keeping an eye on your runway.

We use airCFO’s financial model on a daily basis to manage our startup’s runway, measure our performance against our budget, and help leadership make key decisions about our path forward. It has become a critical part of TruSTAR’s infrastructure, both for operating our business and for communicating our outlook to investors.

Patrick Coughlin, Founder and CEO, TruSTAR

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