Pilot CFO Office Hours

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Pilot CFO Office Hours

Bring in the CFOs.
Book a 1:1 CFO Office Hours session where you can ask questions about current macroeconomic conditions, operating strategy, fundraising, and more.
Fill out the form to select a time and let us know what you'd like to cover.

Meet a Few of Pilot's CFOs

Cole Levin | Principal CFO Services

Cole has 10+ years experience as a corporate finance, operations. and strategic-growth professional. He previously worked in strategy consulting, corporate finance, and early-stage business operations supporting GTM and growth initiatives.

Specialties: Fundraising, corporate finance, post-merger integration, and operating strategy.

Neha Banik

Neha has 12+ years of experience as a corporate finance leader, driving strategic decision-making at one of the world's leading banks. She has successfully advised senior executives across Corporate Treasury, Capital Markets, and Corporate Strategy & M&A, delivering insights to unlock growth opportunities.

Specialties: Strategic and capital raising efforts, corporate finance, mergers and acquisitions, business and operating strategy.

Federico Ruiz-Reyes

Federico has a 10+ year of experience as an investor and an advisor to early-stage business. He previously worked as an investment professional at various private equity firms and a financial consultant to multiple early-stage comapnies, supporting everything from core operations to long-term strategy.

Specialties: Fundraising, M&A and Strategic Planning

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  • CFO Office Hours
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  • $0 (pre-revenue)
  • $1 - $1M
  • $1M - $10M
  • $10M - $20M
  • $20M - $50M
  • $50M+

Why businesses choose Pilot

Personal, expert support

Get fast, responsive service. Your dedicated finance expert knows your business and books from the ground up.

Industry-specific reporting

Your monthly statements include custom statements for your industry, like burn reports for startups or inventory management for ecommerce.

Support for growing businesses

With accrual basis bookkeeping and advanced financial CFO support when you need it, we’re built to scale with you.

Get better books

See what Pilot can do for you

Learn how the Pilot Portal streamlines communication, offers valuable insights, and saves you time so you can focus on growing your business.