Your next milestones. Are you fundraising, expanding, acquiring, or building new teams in the next 12-18 months? Big moves signal it’s time to talk CFO readiness.
Your growth trajectory. We’ll look at projected headcount and revenue growth. Some businesses need someone on the ground managing operations. Others need a strategic partner from the start.
Your investor expectations. If you’re further along or raising significantly, your finance function gets more scrutiny. We’ll talk about what your investors (and future investors) will expect.
Your industry. A SaaS startup scaling operations has different needs than an AI or biotech business with heavy R&D. We’ll dig into whether sector expertise matters for your next hire.
Your background. Founders with finance or consulting experience sometimes don’t need a CFO yet. We’ll be honest about what you can handle yourself.
Your budget. A strategic CFO costs differently than a growth-focused hire or fractional expert. We’ll talk about what’s realistic for your stage.