A senior CFO, on a monthly retainer.
Four tiers, sized for where you are. Every retainer is led by a senior advisor, supported by an analyst pod, and accelerated by our internal AI stack.
CFO-grade judgment, at a fraction of in-house cost.
CapMaven gives you CFO-grade judgment at a fraction of the cost of building in-house.
CapMaven is not a replacement for an in-house CFO when you hit $25M+ revenue. It is the bridge that gets you there faster, without the overhead.
The CFO Diagnostic
A 90-minute deep dive into your numbers before you commit to a retainer. We review your P&L, cash position, pricing model, and top 3 financial risks — then deliver a one-page Financial Health Summary with prioritised actions within 48 hours.
65% of Diagnostic clients proceed to a retainer · Risk-free way to experience CapMaven
Navigate
I need financial clarity before I can make confident decisions.
- ✓ Monthly management accounts review
- ✓ 13-week rolling cash flow forecast
- ✓ 2× monthly 60-minute strategy call
- ✓ KPI dashboard setup (month 1 only)
- ✓ Async Q&A, 48h response
Strategic
My business is growing. My finance function needs to keep up.
- ✓ Everything in Navigate
- ✓ Monthly close + reporting pack
- ✓ 13-week rolling cash forecast
- ✓ KPI dashboard (weekly refresh)
- ✓ Quarterly board-ready review
- ✓ Async support, 24h response
Capital
I'm 12–18 months from a raise, exit, or board conversation. I need my numbers board-ready.
- ✓ Everything in Strategic
- ✓ Driver-based FP&A model
- ✓ Investor reporting & data room hygiene
- ✓ Monthly strategy session (90 min)
- ✓ Bank, vendor & lender coordination
- ✓ Slack channel · 4h response
Enterprise
For businesses that need a CFO function, not just a CFO advisor.
- ✓ Everything in Capital
- ✓ Dedicated senior advisor + analyst pod
- ✓ Fundraise / M&A workstream lead
- ✓ Quality of earnings prep
- ✓ Board pack drafting & rehearsal
- ✓ Weekly leadership sync
4-month minimum on Navigate · 6-month minimum on Strategic and above · Cancel anytime after minimum · Pricing excludes applicable taxes
What a month actually looks like.
Monthly close oversight · variance review · KPI refresh
13-week cash forecast update · scenario sweep · risk flags
Strategic working session · pricing / margin / capital
Board-ready pack · investor / lender / bank coordination
Common questions.
Direct answers. If yours isn't here, ask us on a discovery call, we'll be just as direct.
Start here,
Stop guessing. Start knowing.
Book a free 20-minute discovery call, or go straight to a $400 CFO Diagnostic. The Diagnostic delivers a working read of your cash position, runway, and top 3 financial risks within two weeks. Whether you engage further or not, it's the clearest financial picture most founders have ever seen.