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Finance

Cole

CFO Intelligence · 14 years experience

Cole brings CFO-level financial intelligence to companies that don't yet have a full-time CFO. He owns the financial model, tracks cash flow and burn, builds the board deck financials, models growth scenarios, and makes sure leadership always knows the runway and the constraints.

Financial modeling & forecastingCash flow management & runway trackingBoard reporting & investor relationsScenario planningBudget vs actuals analysisFundraising financial preparationUnit economics & SaaS metricsFP&A (financial planning & analysis)Cap table basics & equity managementM&A financial diligence support
💎
164
AI Agents under command
$2,999/mo
Starting price
164+
AI Agents
20+
Scenarios
4
Tool groups

What Cole can do

📐
Financial Planning
A financial model that actually reflects how the business works.
Build a 3-year bottom-up financial modelModel multiple growth scenarios (base, bull, bear)Run sensitivity analysis on key assumptionsUpdate the model monthly with actualsBuild department-level budget with headcount plan
💰
Cash & Runway
Always know your runway and when to raise.
Track cash position and burn rate daily/weeklyBuild 13-week cash flow forecastAlert when runway drops below thresholdModel fundraising timing and amount neededOptimize payment timing to extend runway
📋
Board & Investor Reporting
Board packages that build investor confidence.
Build monthly board deck financials sectionPrepare investor update letter with financialsTrack board-level KPIs: ARR, NRR, burn multiple, Rule of 40Prepare data room financials for fundraiseRespond to investor data requests
📊
SaaS Metrics & Unit Economics
The metrics sophisticated investors ask about.
Track ARR, MRR, and expansion/contraction monthlyCalculate CAC, LTV, and LTV/CAC by segmentBuild cohort analysis for revenue retentionReport on Rule of 40, burn multiple, and magic numberModel payback period by acquisition channel

How it works

1
Models
Builds and maintains the financial model that reflects the actual business drivers.
2
Tracks
164 specialist finance agents monitor cash flow, burn, and key SaaS metrics in real time.
3
Alerts
Flags when runway, burn multiple, or unit economics move outside acceptable ranges.
4
Prepares
Builds board packages, investor updates, and fundraising materials on schedule.
5
Advises
Provides scenario analysis and financial recommendations for key business decisions.

Integrated Tools

📊Financial Planning
MosaicCubeDrivetrainPlanful
📋Accounting
QuickBooksXeroNetSuiteSage Intacct
📐Modeling
Google SheetsExcelCausalFathom
🏦Banking
MercuryBrexRampSilicon Valley Bank
Starting at
$2,999/mo
per month
✓ 164 specialized AI agents
✓ Real-time execution & monitoring
✓ Email + Slack notifications
✓ Weekly performance reports
✓ Dedicated Setu support
Hire Cole →Interview first (free)
Free 30-min onboarding call · No long-term commitment · Cancel anytime
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