FiscalDoor is a fractional CFO practice for venture-backed B2B companies moving from Series A and B through later growth rounds to Pre-IPO. We build the financial model, valuation posture, and board reporting that survive real investor diligence.
in institutional capital raised by current and former clients
31
priced rounds closed while under a FiscalDoor engagement
±4%
average monthly forecast variance once a model is in place
What We Do
Four services. Each one earns its place on a board agenda.
01
Fundraising Readiness & Investor Materials
Get your model, metrics, and data room investor-ready before the raise starts, not during it.
Most raises lose momentum in diligence, not in the pitch meeting, when an investor finds a metric in the data room that does not match the deck. We align your financial model, cohort and retention numbers, and data room structure before a single investor conversation starts, and run mock diligence sessions so the hard questions about unit economics and runway get answered calmly instead of discovered live.
Investor-grade 3-statement model tied to your actual general ledger
Data room structure and diligence checklist
Cap table clean-up and scenario modeling
Mock diligence sessions before real investor meetings
02
Financial Modeling & Forecasting
A model your board trusts enough to make decisions on, updated on a cadence, not rebuilt every quarter.
We build driver-based models tied to your actual revenue recognition and headcount plan, not a spreadsheet that only works until the first real assumption changes. Base, upside, and downside scenarios get reforecasted monthly against actuals, and the output gets translated into a board-ready narrative, so the model becomes a decision tool instead of a document nobody opens between raises.
Driver-based 3-statement model
Monthly actuals-vs-plan variance analysis
Scenario and sensitivity planning
Runway and burn-multiple tracking
03
Valuation & 409A Coordination
A valuation posture that holds up in the boardroom, with employees, and with your next investor.
We coordinate directly with your 409A provider so the common-share valuation does not ambush your option pool or your next hire’s offer letter, and we build the narrative that connects your 409A, your primary valuation, and your actual growth trajectory into one consistent story. That story is what a board member repeats to a new investor, so it needs to hold together under a direct question, not just in a memo.
409A provider coordination and review
Primary vs. 409A valuation narrative
Cap table and option pool strategy
Board-ready valuation memo
04
Board & Investor Reporting
Monthly and quarterly reporting that builds investor confidence, instead of just filling a deck template.
We build a board package and KPI dashboard sized to your actual stage, not a template borrowed from a company two rounds ahead of you, and we keep investor updates consistent and honest even in a month where the numbers are mixed. Reporting cadence itself becomes a trust-building tool: investors who get a clear, on-time update every month are the ones who show up fastest when you need them for the next round.
Monthly board package and KPI dashboard
Quarterly investor update drafting
Metric definitions your team and investors actually agree on
Ad hoc board deck support around fundraise milestones
How Engagements Evolve
Same firm, three different jobs.
What we're actually doing for you changes with your stage. Here's the shape of each one.
Series A/B
Prove the model
Financial hygiene and a first real forecast for a company that just closed, or is closing, its first institutional round, then the reporting discipline to carry that model cleanly through the second. The goal is a model and a board package that survive real board meetings, not just the first one.
Series C+
Scale the metrics that matter
Board reporting rigor and a sharper unit-economics story for a company scaling through Series C and later growth rounds, now answering to a larger and more sophisticated investor base.
Pre-IPO
Withstand the scrutiny
Audit-readiness, SOX-lite process design, and IPO-grade reporting cadence for a company whose financials are about to be read by bankers and analysts, not just a board.
Engagement Diligence
Client Fit Checklist
REF. FD-01
Proceed
You have raised, or are actively raising, a Series A or later institutional round
You have, or are about to have, a board that expects real reporting
You want a fractional CFO, not a full-time hire, at this stage
You can commit to a minimum three-month engagement
Decline
You are pre-seed or pre-revenue with no institutional round yet
You need day-to-day bookkeeping, not strategic finance
You want a one-time deliverable with no ongoing relationship
You need someone on-site, full-time, five days a week
Why Fractional
A full-time CFO is a hire for later. A fractional one is what gets you there.
Most companies from Series A through their later growth rounds don't need, and can't yet afford, a full-time finance executive. What they need is someone who has closed rounds before, sitting in the room for the two weeks a quarter that actually matter, and building the model and reporting rhythm that make the other eleven weeks run themselves.