What it sells
Your startup's financial advisor
Business model breakdown
Buyer: who owns the budget?
UnverifiedFounder / CEO of growing companies without a full-time CFO
Trigger: what makes them buy now?
Needing payroll cash visibility, margin analysis, clean close, lender reporting and investor projections without a hire
Workflow: what inputs become what output?
Connect bank, accounting, payroll, invoicing; AI bot plus CFO team answer questions in Slack/Teams; cash-flow forecasts, monthly close; Treasury auto-rebalances reserves into bonds/T-Bills
Economics: what it saves and how it charges
Flat monthly fee fractional CFO (not hourly); treasury advisory fee on assets, targeting SOFR + 1%
Distribution: how it reaches customers
Book a call with free financial strategy review; Slack-based service
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2026 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.