Pricing - Forecast and Cash Flow Clarity

For Tech/SaaS Start-ups

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Lite

Seed / Early Series A: <$1M revenue/yr, <25 employees

$1750+/mo

  • Monthly Dashboards (Burn, Runway, KPIs)
  • Budget vs. Actual Analysis
  • 12-Month Cash Flow Visibility
  • Monthly Review Call (60 mins)
  • Set-Up: $4,000 (40% off annual)

Premium

Series A–B: $1M-$5M revenue/yr, 25–50 employees

$3250+/mo

Everything in Lite, plus:

  • Revenue Model
  • 24-Month Cash Flow Forecast
  • Scenario Modeling (Best, Base, Worst)
  • Monthly Management Reports
  • Executive Review (i.e. Runway Risks & Hiring Alignment)
  • Set-Up: $6,000 (40% off annual)

 

Elite Custom Pricing

Growth-stage/PE exit readiness: $5M+ revenue/yr, 50+ employees

$5250+/mo

Everything in Premium plus:

  • Annual Budget
  • Investor-Ready Board Reporting
  • 13-Week Cash Forecast (bi-weekly updates)
  • Monthly Deep Dive Analysis
  • Set-Up: Included
  • Custom project-based services offered upon request

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