Strategic finance leadership · Est. 2023
Velaris CFO
Services

Strategic finance, built around the decisions that actually move the business.

Three ways Velaris lifts the financial side of your company — each with a simple mandate: pay for the engagement many times over, in profitability gained and runway extended.

01 Cash & Runway Clarity

“I don't know how much runway I actually have.”

Cash & Runway Clarity

A bottoms-up forecast, updated by AI, that guides your hiring, pricing, and contracting. You'll never be surprised by cash, and every dollar goes to its best use.

Book your free strategy call

What you get

  • Bottoms-up cash forecast, refreshed automatically with AI
  • Runway scenarios for every hiring, pricing, and contract decision
  • Monthly burn review with clear watch-items and triggers
  • A single view of cash the whole leadership team trusts

How it works

We rebuild your forecast from the drivers up — headcount, contracts, collections — then automate the refresh so it stays current without a spreadsheet fire drill. Every major decision gets a scenario before you commit.

Who it's for

Founders between raises who feel the runway math shifting under them, or teams whose bank balance is the only forecast they trust.

02 Investor-Ready Finance

“My raise isn't going the way I expected.”

Investor-Ready Finance

The metrics, narrative, and valuation perspective investors actually demand. And audit-ready books that make due diligence the shortest part of your raise.

Book your free strategy call

What you get

  • Investor metrics pack — the numbers your stage and sector get asked for
  • A financial narrative the numbers actually support
  • Built-from-scratch data room and due-diligence preparation
  • Board and investor-relations support that continues after the close

How it works

We start from the investor's side of the table: what they will ask, what they will test, and where deals stall. Then we build the metrics, the story, and the data room so diligence confirms the narrative instead of unravelling it.

Who it's for

Seed and Series A founders planning a raise in the next 6–12 months — or mid-raise and hitting questions the current numbers can't answer.

03 Decisions That Move The Needle

“I keep making financial decisions without clarity.”

Decisions That Move The Needle

The mandate is simple: decisions that pay for the engagement many times over, in profitability gained and runway extended.

Book your free strategy call

What you get

  • Profitability-based pricing guidelines by product and segment
  • Hiring-plan and contract-negotiation decision support
  • In-the-room partnership for board meetings and key negotiations
  • A running record of decisions, assumptions, and outcomes

How it works

Embedded, not advisory: Jade joins the pricing call, the hiring plan, the board meeting. Each significant decision gets framed in dollars of profitability and months of runway — then tracked against what actually happened.

Who it's for

Founders making six- and seven-figure calls — pricing, key hires, big contracts — with far less support than the stakes deserve.

04 The engagement

Embedded, ongoing partnership — deep enough to own outcomes.

20–40

hours per month — embedded, not on-call

~1 yr

average engagement length

Limited

clients at a time, by design

05 Common questions

Answers before the call.

01

What does a fractional CFO cost compared to a full-time hire?

A full-time startup CFO typically costs $250–400k+ per year in salary and equity. A fractional engagement of 20–40 hours a month delivers senior strategic finance at a fraction of that, scaled to the decisions in front of you — and the mandate is that it pays for itself in profitability gained and runway extended.

02

How does the 90-day impact proposal work?

After a free 30-minute strategy call, you receive a concrete 90-day roadmap before committing to anything: the impact areas we'd tackle first, the sequencing, and the cost. You see the plan — and judge the thinking — before you sign.

03

When do I need a CFO instead of a bookkeeper or controller?

A bookkeeper records what happened; a controller makes sure it's accurate. A CFO changes what happens next — pricing, hiring, fundraising, and cash strategy. If you're making six-figure decisions on gut feel, or investors are asking questions your reports can't answer, you need strategic finance, not more bookkeeping.

04

How is Velaris different from an outsourced finance firm?

Velaris is founder-led and embedded: Jade Clark is in the room for the pricing call, the hiring plan, the board meeting — not a rotating pod checking in monthly. Engagements are limited in number by design, so every client gets senior attention on the decisions that move the business.

05

Do you only work with venture-backed startups?

The focus is venture-backed founders from Seed to Series A in healthcare, SaaS, cybersecurity, and agency services — with particular interest in supporting female and diverse founders. If you're outside those verticals, the free strategy call is still the fastest way to find out whether it's a fit.

The close

Every month without a strategy is margin left on the table.

An honest read and free strategic advice on your highest-stakes financial question.

Book your free strategy call Email Jade