Fundraise & Financial Advisory
Built by a 2x founder who's raised venture capital, a former VC investor ($300M fund, 40+ companies), and an ex-J.P. Morgan equity research analyst who covered Facebook, Twitter, and Alibaba IPOs.
How it works
01
Fit call (15 min, free)
We discuss your fundraise timeline, financial readiness, or CFO needs. I'll tell you honestly where you stand.
02
Kickoff
I audit your current financials and we align on deliverables, timeline, and priorities.
03
Execution and handoff
Financial model, data room, board reporting, pitch preparation - all delivered on timeline. You own everything.
Every engagement starts with a financial assessment. If I can't identify a clear path to improve your position, you don't pay.
Investor-ready in 4-6 weeks
Fundraise Prep
Best for founders 3-6 months from a raise who need their financial story to be investor-grade.
A focused sprint to get financially investor-ready. I bring the combined perspective of a founder who's raised capital, an investor who's evaluated 40+ companies, and an analyst who modeled public internet companies at J.P. Morgan.
$5,000
Full payment at kickoff
Book a 15-minute fit callDeliverables
- •Financial model cleanup or build (revenue model, unit economics, projections)
- •Data room preparation and organization
- •Valuation framework and comparable analysis
- •Pitch narrative review (the financial story, not just the slides)
- •Term sheet primer: key terms, what to negotiate, what to accept
- •Mock investor Q&A session
A $5,000 investment in fundraise preparation can compress your timeline by weeks and position you for a stronger valuation. Against a $2M+ raise, that's a rounding error with outsized impact.
Example
A SaaS founder heading into Series A with a rough spreadsheet model and no data room could walk into investor meetings with an institutional-grade financial model, an organized data room, and a rehearsed pitch narrative, presenting like a company that's already been through diligence.
Founders who want ongoing financial leadership after the raise often transition into a Fractional CFO engagement.
Senior financial leadership, part-time
Fractional CFO
Best for startups that have outgrown spreadsheet-based finance but aren't ready for a $300K+ full-time CFO.
Part-time financial leadership for startups at any stage, with particular depth for companies approaching or between fundraises. Approximately 8-12 hours/week, structured around your reporting cycle and board cadence. I'm not doing bookkeeping - I'm providing the strategic financial oversight that keeps your business healthy and investor-ready.
$6,000/mo
Billed monthly. 3-month minimum.
Book a 15-minute fit callCore (always included)
- •Monthly financial reporting and analysis
- •Cash flow management and runway forecasting
- •Board reporting and investor update preparation
As needed
- •Unit economics tracking and strategic planning
- •Fundraise readiness and investor relations support
- •Cap table management and scenario modeling
Why this is different
Most fractional CFOs come from accounting or FP&A. I come from equity research and venture capital. I think about your finances the way your investors do, which is exactly who you're trying to impress. For later-stage companies approaching growth equity or IPO readiness, my public capital markets experience is a differentiator that almost no fractional CFO can match.
If the engagement isn't the right fit after 30 days, either side can part ways.
Strategy Session - $750
90 minutes, one focused question
Not ready for a full engagement? Book a 90-minute strategy session on one specific question: whether your financials are investor-ready, how to think about a term sheet, valuation benchmarking, or any other strategic financial decision. You leave with a clear financial assessment, actionable next steps you can execute immediately, and a roadmap for strengthening your position from that point forward.
Or reach me directly at bo@bonam.com