Technology CFO Services

Technology companies operate in a financial environment unlike any other industry. Rapid growth, recurring revenue models, high burn rates, and frequent fundraising create financial dynamics that require specialized CFO expertise. Our technology CFOs understand SaaS metrics, venture-backed financial management, and the path from startup to scale.

SaaS Financial Management

Key SaaS Metrics

Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR): The foundation of SaaS valuation
Net Revenue Retention (NRR): Measures expansion minus churn within your existing customer base
Customer Acquisition Cost (CAC): Total sales and marketing cost to acquire a new customer
Lifetime Value (LTV): Total revenue expected from a customer over the relationship
LTV:CAC Ratio: Target 3:1 or higher for sustainable growth
CAC Payback Period: Months to recover acquisition costs — target under 18 months
Gross Margin: SaaS companies should target 70%+ gross margins

Revenue Recognition for SaaS

ASC 606 compliance for subscription revenue, multi-element arrangements, and usage-based pricing. Getting revenue recognition right is critical for fundraising, audits, and accurate financial reporting.

Burn Rate and Runway Management

For venture-backed technology companies, managing burn rate is existential. We monitor:

Gross Burn: Total monthly cash outflow
Net Burn: Burn after accounting for revenue
Runway: Months of cash remaining at current burn rate
Burn Multiple: Net burn divided by net new ARR — measures growth efficiency

Fundraising Support

Technology CFOs manage the financial side of fundraising:

Financial model development with investor-grade detail
Data room preparation and management
Due diligence support and Q&A management
Cap table management and scenario modeling
Post-close investor reporting and board packages

Scaling Financial Infrastructure

As technology companies grow, their financial infrastructure must evolve:

Seed to Series A: Basic accounting, cash flow monitoring, investor reporting
Series A to B: FP&A function, departmental budgets, board-ready reporting
Series B to C: Multi-entity structure, advanced analytics, audit readiness
Pre-IPO: SOX readiness, SEC reporting preparation, public company infrastructure

Explore related services: Fractional CFO | Financial Reporting | Financial Calculators

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Financial Resources

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Fundraising Support	View Document
M&A Advisory	View Document

Industry Expertise

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Startup CFO	View Document
Healthcare CFO	View Document
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