Diligence-grade, every month
Retention, NRR, burn, and runway stay current, so your data room exists before the raise starts.
Investor-ready numbers you can defend in the room.
For high-growth tech companies: a monthly investor package that ties to your data, reviewed and signed by your CFO partner.
- Numbers that tie to the invoice. No holes to poke in diligence.
- Every movement explained, by customer and vendor.
- Signed by your CFO every month, ready to send.
Book a callSpeak directly with your CFO partner: 30 minutes on your numbers and what an investor will ask.
Built and reviewed by seasoned professionals with over 20 years in venture capital and private equity.
Fernhill Software
Investor package · September 2026 · Example company
✓ Ties to data✓ CFO certified
ARR$1.24M+21.6% YoY
Net retention91%Aug 97%
Net burn$142K/moSep 2026
Runway21.0 moat Sep burn
ARR bridge, trailing 12 months Added Lost
Sep '25
New
Expansion
Contraction
Churn
Sep '26
Why it's differentAlways ready Defensible Stress-tested
Readiness isn't an event. It's a state.
Every number ties to the invoice
Each figure ties to your data and traces to the customers and vendors behind it. Push on any thread and the evidence holds.
Investor questions, answered first
We flag what an investor will question, like concentration or a soft cohort, while it is still cheap to fix.
Net dollar retention by cohort
Sample data| Cohort | Q0 | Q1 | Q2 | Q3 | Q4 | Q5 | Q6 |
|---|---|---|---|---|---|---|---|
| 100% | 98% | 95% | 90% | 84% | 79% | 76% | |
| 2025-Q1 | 100% | 105% | 108% | 110% | 107% | 106% | · |
| 100% | 97% | 91% | 88% | 83% | · | · | |
| 2025-Q3 | 100% | 97% | 91% | 86% | · | · | · |
| 100% | 92% | 81% | · | · | · | · | |
| 2026-Q1 | 100% | 102% | · | · | · | · | · |
| 2026-Q2 | 100% | · | · | · | · | · | · |
2024-Q4: 76% retained
Change in MRR · 5 of 9 still active- Halden Freight+$3,500
- Pellmore Schools Network$0
- Ardent Path$0
- Ludgate Partners+$1,600
- Quillon Media-$400
- Brightwater StudioChurned
- Larch & ValeChurned
- Tamsin RoboticsChurned
- Oberline EventsChurned
Select an underlined cohort to see the customers inside it.
Who it's for
Built for high-growth tech companies ready to professionalize their reporting.
- Fast-growing tech companies whose reporting hasn't kept pace with the business.
- Finance teams of any size, from a bookkeeper to a CFO, that want every number tied out and independently checked.
- High-growth tech companies heading into a raise, a board meeting, or diligence.
- Operators who run the business on revenue, margin, and cash, and need to know what moved them each month.
What you get each month
From your data to a certified package.
Your data
Connected read-only. Accounts mapped once.
Tied out
Every figure reconciles to your books.
Explained
Every material movement, by customer and vendor.
Certified package
Signed off by your CFO, in your brand, ready to send.
↻ Next month starts from this month's explanations, so the story holds.
How it works
Connected in a day. Your first package in two weeks.
Step 1
Connect
Give us read-only access to QuickBooks Online or Xero. We map your accounts once.
Step 2
Review
We trace every material movement and draft the explanations. Your CFO reviews them with you and signs the package.
Step 3
Send
Your first package arrives within 14 days, then every month. Send it as is.
Book a callFirst step: 30 minutes with the CFO who will sign your numbers.
FAQ
Questions high-growth companies ask first.
What do you need from me to start?
Read-only access to QuickBooks Online or Xero, and one setup session with your CFO to tailor the package to your company.
Who will I actually work with?
A senior CFO, directly. The same person reviews your numbers with you each month, signs the package, and joins when it counts, like an investor meeting or board prep.
Can you change anything in my books?
No. Access is read-only. We read your data and never write to it.
How soon do I get the first package?
Within 14 days of connecting. After that, a new package arrives every month.
What if the package isn't good enough to send?
If you wouldn't put it in front of an investor, you don't pay for that month. Tell us before you send it.
Is this a dashboard?
No. You get a finished package your CFO has signed, ready to send. Every number in it opens to its source.
Do I still need a fractional CFO?
Not for reporting. You already have one: your CFO partner owns the numbers investors see, without a full-time hire.
Your first month.
In week one you connect your data and walk through setup with your CFO. By day 14 you have an investor package where every number ties to your books and every movement has an explanation. Month two starts from there.
Book a call30 minutes with your CFO partner. Bring your questions.