Healthcare SaaS companies that have outgrown bookkeeping-level finance support.
CFO Partnership
A CFO partner on your leadership team.
Direct access to Rachel for the decisions that shape enterprise value — operating cadence, board readiness, capital choices, pricing, and execution across functions.
Who it is for
Founder-owned, VC-backed, and PE-backed leadership teams.
Operators facing a raise, recap, integration, or operating-model reset.
What is included
Operating rhythm
Monthly operating review, KPIs, and reporting the leadership team actually uses. Rachel runs the cadence so decisions happen on schedule, not in a crisis.
Forecasting and cash
Forecasts, cash, and runway you can defend in front of a board or lender, updated as the business changes.
Pricing and capital allocation
Pricing, unit economics, and where the next dollar of investment goes, grounded in the numbers.
Board and investor readiness
Board and investor narratives built on numbers that hold up under questioning.
AI-enabled finance operations
Finance workflows redesigned so AI creates leverage, with the data, controls, and adoption to make it stick.
Transaction readiness
Model, evidence, and cadence ready before a raise, acquisition, or exit, so diligence confirms the story instead of rewriting it.
How it starts
1
Conversation
A 30-minute conversation about the decision in front of you.
2
Diagnose
Start with a CFO Diagnostic or Investor Readiness Assessment, credited toward the partnership.
3
Partnership plan
Scope, cadence, and success measures agreed in writing.
4
Drive
Rachel joins the leadership rhythm and drives the work.
Add-ons for high-stakes moments
Transaction & Value-Creation Intensive
Prepare the model, narrative, operating evidence, and leadership cadence for a raise, acquisition, recapitalization, diligence process, or exit.
AI Finance Automation Sprint
Identify the highest-value finance workflows, set data and control requirements, and move priority automations into operation.
Pricing
A monthly retainer scoped to your stage and the work in front of you. Most partnerships begin with a CFO Diagnostic or Investor Readiness Assessment, and the full fee is credited toward the retainer. Rachel leads no more than five CFO partnerships at a time.
Bring the hard problem.
Thirty minutes with Rachel. No generic pitch — just a candid conversation about the decision, the friction, and what moving forward could look like.