The process

We work with both bootstrapped and venture-backed startups,
and we've helped hundreds of companies sort their financials
as they prepare to pitch investors.

Get a grip on your startup financials

Your job as founder is to lead the company, our job is to give you
the knowledge you need to make the right financial decisions for the business.

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Stay on top of your startup runway at the end of each month

Understand the growth budget that you need to spend

Learn exactly how much you need to raise from your investors

Budget new team members and other company expenses

Pricing
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Pre-Revenue

$199/mo

for pre-revenue startups looking to
‍pitch investors, and stretch their runway
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Get Started

Talk to Sales

SETUP PHASE (1-8 WEEKS)

‍Expedited 2-week setup available

We map your business into a visual board

We customize a financial model sheet based on your business model

Access to 20+ hours of financial modeling training and documentation

We sync up to 24 months of historical expenses + revenue data from your P&L, and other sources

We help you create growth and expense forecasts

MAINTENANCE PHASE

We sync your financial model from Quickbooks, Xero, or your accounting team reports

We generate a financial report based on your core metrics and performance

1x 30 minute sessions with your Account Manager, to help you plan out your next months

Up to 1x 60-minute sprints by our financial team, to build additional, custom functionality
Additional on-demand sprints available at $125/hr.

Post-Revenue

$399/mo

for Seed to Series A startups looking for
‍predictable revenue, and accelerating growth
‍

Get Started

Talk to Sales

SETUP PHASE (1-8 WEEKS)

‍Expedited 2-week setup available

We map your business into a visual board

We customize a financial model sheet based on your business model

Access to 20+ hours of financial modeling training and documentation

We sync up to 24 months of historical expenses + revenue data from your P&L, and other sources

We help you create growth and expense forecasts

MAINTENANCE PHASE

We sync your financial model from Quickbooks, Xero, or your accounting team reports

We generate a financial report based on your core metrics and performance

2x 30 minute sessions with your Account Manager, to help you plan out your next months

Up to 1x 60-minute sprints by our financial team, to build additional, custom functionality
Additional on-demand sprints available at $99/hr.

We help you forecast growth based on your company actual KPIs
We bring up to 10 KPIs from 2 data sources.

EVERY QUARTER

A 1hr strategy session with a Fractional CFO

Client stories

“We needed to have a financial forecast to raise capital. There were errors within the formula, which led to wrong results, but solving them took too much time. Slidebean guided us and told us what made sense and what didn't"

Irene Rosich

Harvie

“For a startup, it's great to have access to these types of tools because it's like getting a fractional accountant to work on a business model for you."

Jeremy Hill

Cloaked Wireless

“Being able to work with Caya and Sandra was exciting. It’s the kind of mentorship that has a commitment to doing it the right way, that will also work in the long term. They help you understand the financial model, but also help you quit early.”

Roy Bailey

USports

Teach a founder to fish

This program is not a Software-as-a-Service that you subscribe to forever: we want you to learn, and then go back to running your business.
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We want to impact as many founders as we can, and we commit to finishing the workshop the moment you are ready.

Financial Modeling Webinar

This interactive session with Caya is an introduction to driver-based financial modeling. You’ll learn how to identify the key drivers of your business, and use them to make informed financial decisions.

Enroll now

FREE Registration

Driver-based planning

We approach financial models based on measurable drivers, not on vanity assumptions.
Our goal is for you to understand which KPIs will drive your startup's revenue, to make assumptions based on real-world benchmarks and to bring real-world data as soon as you have it.

First rule of startups:
Don't run out of money!

Our financial model templates and document library will help you project your runway, and estimate how fast you can scale and deploy your budget.

Get started

We Build + Update your startup's Financial Model