Goldman Sachs-pedigreed
Fractional CFO
Financial strategy · Board relationships · Fundraise prep · Executive decision support
Strategic brain
Services
One pod. Every finance functioncovered.
DealZephyr embeds a fractional CFO, Controller, and FP&A Analyst into your company as a coordinated team — handling everything your finance function needs from day one.
The Pod
Big 4-trained
Controller
Books · Month-end close · Financial controls · Reporting accuracy
Operational backbone
McKinsey-trained
FP&A Analyst
Financial models · Scenario planning · Budget vs actuals · Weekly reporting
Analytical engine
All three work together as one team. Coordinated by DealZephyr. Accountable to you.
What We Deliver
Every month, on cadence.
Weekly
- Burn rate dashboard & runway update
- Key metrics (ARR, MRR, churn, CAC, LTV)
- Cash flow tracking
Monthly
- Full P&L, balance sheet, cash flow
- Budget vs actuals analysis
- CFO commentary & insights
Quarterly
- Board-ready financial package
- Scenario planning & forecast update
- Strategic finance review
On-demand
- Fundraise financial preparation
- Investor data room support
- Ad hoc financial analysis
Pricing
Pilot Month
$2,500
Everything in the full engagement. Full pod. Full deliverables. One month. No long-term commitment. In exchange for a detailed testimonial and case study.
Recommended
Full Engagement
$5,000/mo
Three-month minimum. Full pod embedded in your business. Weekly reporting, monthly close, quarterly board prep, and on-demand CFO access.
For context — a solo US fractional CFO typically charges $8,000–15,000/month alone. You're getting a three-person coordinated team for $5,000.
How It Works
From call to embedded — in days.
Step 01
Free 20-min call
We learn about your company, your finance situation, and what you need. No pitch.
Step 02
Pod assembly
We match the right CFO, Controller, and Analyst to your stage, industry, and goals.
Step 03
Kickoff in days
Your pod accesses your systems, reviews your state, and delivers a baseline report in week one.
Step 04
Embedded & running
Weekly cadence begins. You have a finance function. Your board gets what they need.
Spots are limited.