Runway, Burn Rate & Cash Flow Clarity for Founders
Cash is the lifeline of any startup—yet it’s the area most founders struggle to manage. We help Charlotte startups calculate burn rate, forecast runway, and plan spending based on upcoming milestones. This level of visibility gives you control over your financial timeline and ensures you are never caught off guard by cash shortages.
- Burn rate analysis and reduction strategies
- 12–18 month runway forecasting
- Expense and hiring prioritization
- Cash preservation planning for growth phases
When you know your runway, you can grow strategically—not reactively.
Investor-Ready Financials for Funding Conversations
Charlotte’s growing investor network expects clean numbers, realistic forecasts, and a compelling financial narrative. We help founders prepare for angel rounds, seed funding, bank financing, or partnership opportunities by building the financial components investors look for:
- Forward-looking financial projections
- Scenario modeling for key growth paths
- Revenue, cost, and cash flow assumptions
- Investor-ready reporting packages and data rooms
With our Start-Up CFO guidance, you walk into funding conversations prepared, confident, and credible.
Identifying & Tracking the KPIs That Matter Most
Startups generate a lot of data—but only a few metrics truly drive success. We help Charlotte founders identify and track the KPIs essential to their growth stage and business model. These may include:
- MRR, ARR, and growth rates
- Customer acquisition cost (CAC)
- Lifetime value (LTV)
- Churn and retention metrics
- Unit economics and contribution margin
- Gross margin by customer, service, or product
These KPIs become the compass for smarter decisions and scalable growth.
Pricing Strategy, Margins & Unit Economics
A startup’s success depends heavily on its ability to price correctly, manage costs, and build healthy unit economics. We analyze your revenue model, cost of delivery, competitive landscape, and customer behavior to help you develop pricing strategies that support sustainable scaling. Whether you’re SaaS, product-based, or service-driven, we ensure your financial model works in the real world—not just on paper.
Financial Infrastructure Designed to Scale With You
As Charlotte startups grow, outdated systems become a bottleneck. We build financial infrastructure tailored to early- and growth-stage companies:
- Chart-of-accounts setup and refinement
- KPI and dashboard development
- Reporting rhythms and financial controls
- Cash flow and budget systems
- Investor communication frameworks
These tools give you the structure, clarity, and accountability needed to scale sustainably.