Finance should be run by an expert

Financial decisions are high stakes. Making the wrong choice can cause serious damage: stalling out your revenue growth, or even causing a cash crunch that can cost you everything.

Forecastr's fractional CFO services let you add a trained expert to your team, without making a full-time hire. Let us own finance for you, so you can stay focused on your zone of genius.

Meet your new CFO

Josh Hinkle

Startup CFO

Josh is a CPA with a mind for strategy and experience on both sides of the fundraising game. Josh has worked with private equity and venture capital funds

Richard Anderson

Startup CFO

Richard Anderson III is a cross-disciplinary innovator who bridges science, finance and the arts to accelerate meaningful ventures.

Ronald Zhang

Startup CFO

Ronald has 10+ years of experience in investment banking and venture-backed startups, specializing in strategic finance and capital planning

Steven Plappert

Forecastr Founder & Startup CFO

Steven Plappert is a two-time founder and lifelong math nerd with over a decade in startup finance, who has spent his career helping fellow entrepreneurs understand their numbers and find their perfect exit.

Logan Burchett

Forecastr Founder & Startup CFO

Logan Burchett is an entrepreneur and startup finance expert with over a decade of experience helping founders find clarity in their numbers and build their companies with intention.

Phoebe Cronk

Associate CFO

Phoebe is a two-time founder with 10 years of experience in financial planning and analysis and a passion for helping founders succeed in scaling

Custom-tailored to your business

Our CFO Services are scoped to solve the exact problems you are facing as a company and they are priced to fit within your budget

Example CFO special projects

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Fundraising support

  • Strategic fundraising guidance
  • Pitch deck preparation and review
  • Pitch practice and feedback
  • Assistance negotiating terms
  • Data room management
  • Investor research and pipeline development
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Business optimization

  • Company metric tracking and OKR setting
  • Industry benchmarking
  • Pricing analysis
  • Input sensitivity analysis
  • Multiple scenario builds and analysis
  • Bonus and comp plans
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Board and investor relations

  • Financial slides for board decks

  • Financial write-ups for investor updates

  • Board meeting attendance
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Accounting and bookkeeping

  • Strategic guidance for accounting and bookkeeping
  • Strategic guidance for inventory management solutions
  • Accounting review and cleanup
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Don't take our two cents listen to our customers

“Every business is so unique and there just isn't a template that fits everybody. The team at Forecastr was able to help us build something unique."

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Luisa Castellanos

Founder, 

Science On Call

“I don't go to QuickBooks for answers anymore. I go to Forecastr.”

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Amar Gutam

Founder, HyperTrader

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Alex Duta

Founder, Abiware

“A great model is a must-have not only for fundraising but to really understand and manage a business. I recommend all my founders work with Forecastr because they build incredibly useful financial models.”

Ryan Kuder

Managing Director, Techstars Anywhere

"If a business is a spreadsheet with legs on it, Forecastr allows us to run faster and further. Knowing our inputs and assumptions gives us the confidence to build the business, raise money, and tell our story."

Tim Schuster

Founder, PopUpThinkTank

Alyssa McEwen

Founder, Harmonious

Forecastr meets founders where they are. It helps them understand their own numbers and make decisions with clarity and confidence.

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Patrick Henshaw

Managing Director
Render Capital

Annie Jorgensen

Founder, At Home Articulation

“Forecastr rescued me from financial disarray, transforming spreadsheat chaos into structure."

Mike Russo

Founder, SparkOffer

Marc Bertrand

Founder, The Bertrand Education Group

“It’s logical and intuitive. Once I learned how to use it, it just made sense.”

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Nicole Lipkin

Founder & CEO HeyKiddo

“Forecastr helped me answer: Is this business worth pursuing? Where should we focus? What are our biggest growth levers? That insight has been critical."

Pascal Wagner

CEO, Grow Your Cashflow

Adam Gordon

Founder, PTO Genius

"Game-changers. Their platform is intuitive, and they've got the expertise to back it up. We're more confident than ever about our financial trajectory.”

Kenny Eliason

Founder, Quilia

Frequently asked questions

What does a fractional CFO do?

A fractional CFO fills the same function as a full-time CFO, for companies that don't have enough workload to justify a full-time position.

Our fractional CFOs take responsibility for tracking, analyzing and reporting your financial metrics. We guide your decision-making around finance and take care of any special projects or requirements as they come up.

Do investors like fractional CFOs?

Absolutely. Investors want objective and reliable data. We give you a robust financial model, tailored to the metrics that most directly drive your business. With a fractional CFO, your data is prepared and reported by an objective 3rd party, which can help you build trust and rapport.

Can you help me raise capital?

We've helped many companies raise capital, and we'd love to help you next! Our fractional CFO services give you better data to use in the fundraising process. For in-depth fundraising support, we offer a dedicated fundraising bootcamp package.

Why should I hire a fractional CFO?

Fractional CFO services give founders a tight feedback loop on all aspects of their business's finances, allowing them to gain better visibility into fundraising, operations, runway, and more.

You get tighter control of your cash management, and you get an expert in your corner to help navigate decisions and challenges as they arise.

How much time will this take?

Forecastr's typical onboarding period is 30 days.

When you upgrade to fractional CFO services, we update your financial model and provide fresh reports every month, so you start reclaiming your time immediately.

How much does a fractional CFO cost?

Probably less than you think, but we can't recommend a package without first understanding your needs and your current finances.

Please fill out this form and we will help you find the package that fits you best. We'll provide pricing information at that time.

Decode your 
financial future today

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