# Make smarter financial decisions with CFO Services Optimize your business, identify opportunities for growth, and impress key stakeholders with expert guidance from CFOs who’ve seen it all. ## We’ve helped 200+ customers... ### $9.1B In Capital ## **Expert CFO guidance so you can focus on growth** ### Partner with a 
top-tier CFO team We hire CFOs from top investment banks, PE & VC firms, and consulting firms to ensure that you are paired with someone that understands your business and is well-versed in the support you are looking for. ### Get a financial model 
you can trust Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction. ### Manage expenses
& scale effectively Need to stretch your cash? We’ve got your back. We’ll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful view of your spending to maximize your efficiency. ### Attract investor interest Elevate your pitch with an experienced CFO, not only to craft a personalized financial model, but also to help you maximize your valuation. We guide you through the process and help you choose the right form of capital so you can navigate your fundraise or M&A process confidently. I really can't make decisions as a CEO without that data. — Joe Randesi Co-Founder and CEO ## Our CFO services Your Pilot CFO will become a catalyst for growth at every stage of your business ### stage 1: Onboarding #### Financial & Operating Model Build Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement. Customized model includes: - Profit & Loss, Balance Sheet, and Cash Flow Statements - Budget vs Actuals - Industry-Specific KPI Dashboard - Headcount & Compensation Plan - Scenario Planning (Base, Bull, Bear Case) ### stage 2: steady state #### Monthly Engagement Your CFO will partner with you during the ongoing monthly engagement. Specific projects & monthly deliverables by engagement level are included below. - Monthly meeting to review the company’s financial health & strategic insights - Monthly update of the financial model with actuals - Monthly Budget vs Actuals analysis - Ad-hoc scenario planning to understand the impact of business decisions - Everything from the Basic Engagement - Bi-weekly meeting to review the company’s financial health & strategic insights - Customized strategy & operations projects specific to your company’s needs - Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, monetization & pricing strategies, fundraising insights & equity story - Everything from the Essential Engagement - Weekly meeting to review the company’s financial health & strategic insights - In-depth strategy & operations projects - In-depth investor & board reporting support - In-depth fundraising & M&A support ### Industry Expertise #### Expert CFOs who have seen it all Whether you’re just getting started or you’re an established company, our team has extensive experience to handle your specific situation. ### Hear from Our Customers What is the problem CFO has helped you with? Our Pilot CFO helped with all-things finances. We didn't have much experience looking at financial statements, budgeting, forecasting, or even Excel-basics. And our Pilot CFO helped us with all of it. What was the quantitative/qualitative impact? We have a crystal-clear, reliable picture of where we currently are at with our finances and where we'll be. It's peace-of-mind that someone 10x better than us knows what is going on. What is one word that describes your experience with CFO? Reliability. What was life like before your CFO? What is life like after your CFO? Before we had a CFO, we were doing it all ourselves. Even though we were significantly smaller, things were complicated and messy. Life after is finally organized, clean, and useful. ## Services to cover your every need ### Get started with compliance basics Set a strong foundation for growth while having us help with your tax and investor requirements. ### Bookkeeping Get clarity on the health of your business—and presentable books you can confidently share with investors, lenders, or landlords. ### Taxes Enjoy the convenience of having your taxes seamlessly handled alongside your books. Our tax and accounting experts work together to keep you compliant. ### CFO Services Get strategic insights, realistic budgets, fundraising expertise, and decision-making confidence with our team of industry-specialized CFOs. ### Monthly Insights Take a look at powerful reports that surface insights and detailed trending to help you make smarter decisions. Included with your monthly bookkeeping: - Real time balances - Recurring expenses - Flux insights - New vendors ### Take even more off your plate Offload time-consuming tasks, reduce administrative burdens, and extend your runway. ### R&D Tax Credit Save up to $500,000 per year for US-based R&D activities. ### Streamline your financial operations Streamline your financial operations with bill payment and invoicing support. ## See what Pilot can do for you Get the peace of mind that comes from partnering with our experienced finance team.