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CFO for Startups

Clients

Testimonials and sample projects from recent clients

Testimonials

Victoria-Monari

"Being a first time founder and a woman of colour, trying to raise investment can leave you feeling lost and helpless quite quickly in your start up journey.

Whether it's getting my head around the complicated VC jargon or how to handle the 100th no, carefully curated advice in this time for me feels like the KEY 🔑 ✍🏽 indicator of my progression towards my goals.

Thankfully there are amazing advisors at hand for founders like me to ease the journey into this new territory. And ultimately close of Q4 on the best foot forward for Monari Skin . Advisors such as Christine Donnelly from Cultivo consulting 👩🏽‍💻✨ have been invaluable for Monari Skin especially as we're in the thick of it In our fundraising journey at the moment.

Thank you so much Chrissy 💙"

Victoria Monari, Founder @ Monari Skin

Successful Restaurant Owner

Mentoring First-time Founder in the Restaurant Tech space

Project

Advising founder on strategy, fundraising, pitch deck, personal branding, business model, team management and hiring.

Impact

Client developed network of investors and eventually closed a $1+ million Seed round. Launched MVP in 2023 and has expanded business to over 20 B2B SaaS clients in the NYC area. Built out team of 15+ people and opened new office in Suzhou, China.

Electric Car Charger

Interim Financial Management of Series A Startup in the EV Charging space

Project

Joined team on a fractional basis after the unexpected departure of financial controller, the only in-house finance professional.

Impact

Ensured consistent delivery of all finance processes including closing monthly books, reporting, invoicing, accounts receivable, and tax filings in the US and Canada
Implemented automation tools and streamlined processes in key finance functions
Reviewed existing finance and accounting practices and made recommendations on best practices to implement

Engine

Seed Round Pitch Deck for AI/Machine Learning Startup in the Industrials Space

Project

Created investor pitch deck from scratch and advised first-time founder on overall fundraising process

Impact

Client shared pitch deck with investors and received verbal commitments from multiple investors

ev car.jpeg

Project Finance Pitch Deck for Battery Metals Startup

Project

Completely revamped content and formatting of fundraising pitch deck

Impact

Clear storyline and well articulated investment merits set client up for successful meeting with potential JV partner

Editing a Movie

Financial Model for Data Archiving Startup in Film & Television Space

Project

Created 3-statement model with full revenue buildup, deferred revenue waterfall and functionality for multiple scenarios

Impact

Client is able to see potential revenue and cash flow scenarios with user-friendly format that makes it easy to change assumptions in advance of their first fundraise.

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