Proven Fund Raising Series Run-Up Support
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At Ascent CFO Solutions, we help venture-backed tech companies get investor-ready ahead of a Series B raise. We step in as your fractional or interim CFO to tighten up metrics, build the model your board and new investors will actually trust, and get finance operating like a company two stages ahead of where you are. We put a seasoned CFO and accounting team in the seat in days, not months, with minimal disruption to your team.
On-Demand Financial Team
When your finance function has outgrown a bookkeeper but doesn’t yet need a full-time CFO, we step in fast. We stand up clean monthly close, real-time dashboards, and the SaaS metrics (ARR, burn multiple, CAC payback, NRR) investors expect to see on day one of diligence.
Fundraise Readiness
We build the data room, financial model, and board deck that hold up under investor scrutiny. From cap table cleanup to scenario planning, we help you walk into Series B conversations with numbers that inspire confidence instead of raising questions.
“Ascent CFO Solutions was a great partner for Halp from our early days in Techstars all the way through our acquisition. Their team set up our accounting processes from scratch and built financial models for our Seed Round. They were also valuable teammates when it came to preparing for due diligence for Halp’s acquisition by Atlassian. I highly recommend Ascent CFO for any SaaS company experiencing fast growth.”
“We are impressed with Ascent CFO Solutions’ high quality services and their ability to balance the cost with the requirements of our business. The Ascent CFO team members we’ve worked with are fantastic. They’re responsive and learned our business quickly. I’m confident that the level of talent and experience on the Ascent CFO Solutions team makes them a great fit for many different types of companies. They are certainly the right fit for mine.”
“I am more confident than ever in the reliability of our financial operations and the quality of our financial strategy thanks to the Ascent CFO Solutions team. They deliver accurate financial reporting and data-driven financial projection models that give us an actionable, forward-looking view of the company. Now, I have the visibility I need to intelligently grow the business.”
“I continue to be so impressed with how quickly the Ascent CFO team has gotten up to speed on our business. Their expertise and ideas are helping us improve our reporting for better decision making as well as build out a plan to hit specific targets to grow the business. They can meet in real time to solve problems and address strategy as much as any other senior members of my team and they go above and beyond to ensure the steps to our goals are actionable. I am grateful to have Ascent CFO as a guiding force on our team.”
“As soon as the Ascent team began the acquisition process, I knew we were in good hands. Dan and his team guided us through the entire acquisition process from start to finish — from building the pitch deck to arranging meetings, to acting as a point person between us and potential buyers. They were a true partner to our business.”
“After raising our Series A round of funding, we were referred to Ascent CFO Solutions by our banking partners. It was time to take our financial reporting and strategy to the next level. We needed to be sure we had a sound grasp on our capital structure and that we were running under accrual basis accounting. Ascent not only ensured our books were air tight, they showed us where we could increase efficiency by automating certain processes. I definitely sleep better at night knowing we have a detailed insight of our financial positions at all times. Whether it’s a last minute request before a board meeting, a late night strategy call, or our weekly meetings, Dan and his team are always there for Backbone. They are more than a fractional CFO, they really understand our business through and through. ”
Get an Experienced CFO Today
Book a 30-minute discovery call to explore what’s possible for your startup. No pressure, no sales pitch – just an honest conversation about your financial challenges and potential solutions.
