For founders & CEOs · CEO Copilot™

You didn't start the business to run a finance department. So stop running one.

Your full finance team - from the books to the big decisions. A senior finance leader in your time zone, a 40+ person delivery bench behind them, and one number to call when something doesn't add up. Serving founder-led businesses in the US and India.

15+ years in finance leadership · 100+ clients served globally · 450+ engagements

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The gap

You've outgrown your bookkeeper. You can't yet justify a CFO.

Every decision lands on your desk

Pricing, hiring, capex, the second location - you call it alone, on instinct and a P&L that's six weeks old.

Cash surprises you - always at the wrong time

Revenue is up and the balance isn't. No 13-week forward view, no early warning - you find out when the crunch arrives.

Your CPA or CA is excellent - at compliance

Filings, returns, GST, audit, year-end: covered. Pricing strategy, margin by job, whether the hire pays for itself - a different job entirely.

The numbers arrive after the decision

Month-end closes in week three - or week six. By the time the report lands, you've already made the call it was supposed to inform.


The arithmetic

The conventional answer doesn't add up. Here's the arithmetic.

A genuinely experienced full-time CFO - $250K+ a year, plus benefits, plus bonuses. How their time actually splits:

20%
80%

True CFO work

capital raised, deals closed, board rooms

Below their pay grade

which you never see, because you're paying a fixed salary either way

That's the gap we built CFOLogic to fill: the top 20%, without the fixed cost of the other 80.

That's the gap we built CFOLogic to fill: the whole function as one team, at a fraction of the cost - the top 20% without the fixed cost of the other 80. We sell outcomes, not seats - no headcount, no package tier, no fixed hours.


The offering

One team. Three layers. From the books to the big decisions.

Decide

CFO Strategy

The calls that move the number. Pricing and margin strategy · capital, debt and lender conversations · scenario planning · board, investor and bank reporting · acquisition and exit readiness.

Understand

FP&A

The numbers behind the calls. Budget and rolling forecast · 13-week cash flow · unit economics by job, line or location · variance analysis and KPI dashboards · hiring and capex payback models.

Run

Finance Operations

The engine that feeds both. AP, AR and collections · payroll coordination · reconciliations · month-end close on a fixed calendar · clean books your CPA or CA can file from.


When to call us

Six moments when instinct stops being enough.

If two or more are true, the finance function is already the constraint.

A hire you can't easily unwind

You're deciding on gut feel, because nobody has modeled what the role has to produce to pay for itself.

Prices haven't moved in over a year

Costs moved. Your price didn't. You suspect you're absorbing it, but can't see it by job, service line or customer.

Revenue is up, the bank balance isn't

Growth is consuming cash somewhere - receivables, inventory, work in progress - and nobody can tell you where.

A lender, investor or buyer wants numbers you don't have

The request is reasonable. The reporting to answer it takes weeks to build, and the deadline is in ten days. In India, 25-30% of fundraises hit hurdles at due diligence.

A second location or a new line

The first one worked. Nobody has shown you what it actually earns, or what the second needs to break even.

You're still in the books at 9pm

Approving invoices, chasing a payment, fixing a coding error - work you've outgrown, that no one else owns.


And when the stakes rise

Built for the moments that define your valuation.

PE/VC fundraise · listing and IPO readiness · M&A and strategic sale · JV and partnerships · buy-side evaluation · transformation and turnaround. The data room, the model and the story - built before the investor asks. We've walked the whole journey with founders: early-stage ventures → scaling businesses → fundraises → exits and stock-exchange listings.

100+

Clients served globally

450+

Engagements delivered

15+

Years in finance leadership

40+

Finance professionals

It's lonely at the top. It doesn't have to be.

Make sense of the noise. Take confident business decisions. With someone who's been there.

Book a Discovery Call