Access CFO

CFO-level expertise for your emerging fund on a flexible quarterly basis #

You're managing or raising a venture capital fund, but you don't yet need a full-time or fractional Chief Financial Officer. You need expert guidance for specific decisions about your fund operations and financials - portfolio construction, investment pacing and reserves, capital call pacing, management company budgeting, operational questions, strategic planning — without paying $5K-10K per month for fractional services that are not in your budget and that you can't justify at this stage.

Access CFO provides CFO-level services on a flexible quarterly basis:

• 6 strategic planning sessions per quarter (2 per month, 30 minutes each)
• Email support between sessions (24-hour response time)
• Quarterly financial review and health check
• Quarterly updates to your fund forecast using Foresight's templates for venture capital funds

Targeted for:

• First-time and emerging fund managers with $1M to $15M in committed capital or assets under management, investing out of one or two funds
• Syndicates, rolling funds, SPVs
• Managers who need strategic guidance specific for venture capital

How it works #

Access CFO is priced at $650 per month, billed quarterly from your start date, with a 10% discount off the first three months. Cancel anytime with 30 days notice before your next billing date and retain full access through your paid three months with no further charges.

You will work directly with me. Each quarter, we will schedule our quarterly strategic planning and review sessions focused on your biggest upcoming decisions - capital calls, distributions, investment pacing, valuations, audit, tax, compliance, HR, and more - and review your financial statements and schedule of investments created by your fund administrator. I am also available by email throughout the quarter to provide timely support for issues as they arise. The time commitment is structured to be valuable for investors with one or two funds, please contact me if you require support on more than two active funds.

Think of it as having an expert CFO on call for the decisions that matter most, without the overhead of a full or fractional hire.

Next steps #

1. Book a 15-minute discovery call to discuss your fund and needs
2. If it's a fit, start your first quarter (will direct to Stripe checkout form, accepts card, bank transfers, and more depending on your location)
3. I'll follow up with onboarding questions and to schedule our first meetings

You can cancel anytime with 30 days notice, and if your needs grow, we can transition to full fractional CFO services.

Common questions #

• How is this different from fractional CFO services?
  Access CFO focuses on strategic guidance and decision support at a lower time and cost per month to fit the budgets of emerging investors. You get CFO-level thinking through regularly scheduled sessions and on-call email support to support you and your bookkeeping and fund administration operations.

• Why are you doing this?
  I have worked with hundreds on venture funds on portfolio construction and fund modeling, and am currently a fractional chief financial officer for a NYC-based venture capital fund. I have invested in and advised early-stage startups as an angel investor, venture capitalist, consultant, and mentor, and was formerly a director of a early-stage venture investment arm of an NYC-based advertising agency. I have worked for nearly two decades to make financial planning for forecasting better, faster, cheaper for entrepreneurs and venture investors, and Access CFO is focused on providing deeper financial support with the same goals in mind.

• How does billing work?
  You'll be charged at signup for your first quarter (three months) upfront at $650 USD a month with a 10% discount ($1,755), then every three months thereafter on the same date for three months upfront at $650 a month ($1,950). For example, if you sign up on February 15th, your billing dates will be February 15th, May 15th, August 15th, etc. Cancel anytime by emailing me with 30 days notice before your next billing date. You'll retain full access through the end of your paid three months with no further charges.

• What happens after I sign up?
  After you sign up, I will send you a non-disclosure agreement (NDA) and an onboarding email with a request for (1) details on your fund operational structure and partners, (2) your key needs and objectives for our time together, and (3) what days and times you prefer for our scheduled calls. In our first meeting we will review existing fund financial information and set expectations and goals for a successful relationship.

• Can I upgrade to full fractional CFO services?
  Absolutely. As your fund scales and your needs become more operational, we can transition seamlessly to full fractional CFO services.

• Is this right for my fund structure?
  Yes. Access CFO works for traditional VC funds, syndicates, rolling funds, SPVs, angel investors, and other structures. If you're managing capital and making investment decisions and not ready to bring on a fractional CFO, this is for you.

• What if I need more support between calls?
  Email support is included with a 24-hour response time. For frequent urgent matters or if you consistently need more time, we can discuss additional sessions or upgrading to fractional CFO services.