Clarity for founders who are scaling.
Accounting tells you where you are. We tell you where you’re going.
Sightline Partners works with founder-led service businesses with recurring or contractual revenue between $2M and $15M (SaaS from $1M ARR). We help founders get clear on where the unit economics and margin actually are, where the cash is going, and what the next 90 days require.
The business is growing. The financial complexity has outpaced your infrastructure.
Between $1M and $15M in revenue, most founders are carrying the CEO and CFO roles at the same time. The unit economics and margins aren’t clean. Cash timing is unclear. The business has grown past what a spreadsheet can track. Sightline was built for this stage.
01
Margins that don’t add up
Revenue is going up but you can’t see clearly where the profit is coming from. Which service line is actually healthy? Which client costs more to serve than they pay? The overall number looks fine. The breakdown usually doesn’t.
02
No financial infrastructure
The founder is carrying the CFO role by default. No operating model, no scenario planning, no forward-looking financial view. The business has grown past what a spreadsheet can hold.
03
Big decisions with murky numbers
A transition is coming, whether it be a raise, a sale, a partner buyout, or simply a decision about whether and how to grow. None of those conversations go well when the numbers aren’t clear. The time to build that clarity is before the decision is in front of you.
⸻
Most founders can grow a business. Fewer can tell you whether the growth is making it more valuable…or just bigger.
Gross margin known by service line, so pricing and staffing stop being guesses.
The next hire, the next price, the next contract decided with a model in hand.
A 13-week cash view that shows what’s coming before it arrives.
A financial story that holds up in front of any buyer, lender, or investor who asks.
Three ways we work together.
Each client works directly with me. I lead the work, own the outputs, and show up for every call. Where specialist partners are needed—accounting, legal, tax—they’re brought in. The strategic financial work is mine.
Financial Clarity Sprint
from $5,000
A 2 to 3 week diagnostic for founders who want a clear picture of where the business stands before committing to an ongoing engagement. We look at your margins, cash position, revenue risk, and what the next 90 days require.
— Revenue and margin snapshot by segment
— 13-week cash flow forecast
— Client concentration and revenue risk review
— 90-day action plan with prioritized recommendations
— Kickoff, findings, and final readout calls
Growth Finance Retainer
from $7,000 / mo
Ongoing fractional CRO/CFO for founders who need someone embedded in the business month to month. One strategy call, consistent async support, and a financial review that gives you something to act on.
— Monthly financial and revenue review
— Unit economics monitoring and improvement
— Rolling 13-week cash forecast
— KPI dashboard and founder decision memo
— Fundraise or sale-process support as needed
— One monthly strategy call + async availability
Interim Finance & Revenue Leadership
scoped to a written charter
An operating executive inside a written charter for a defined season: a departure gap, a restructure, a transaction window.
— 10-20 hours per week, 3–6 month term
— Outcomes and decision rights in writing
— Weekly scorecard and leadership cadence
— Exit designed from day one
— Kickoff, findings, and final readout calls
Growing a business and understanding it are two different skills. Most founders at this stage are very good at one of them.
The operator who has done it.
I’m Garrett Stanley. I’ve spent my career at the intersection of revenue, finance, and operations, building the infrastructure that lets companies grow with clarity instead of guessing.
The last several years have been spent as CRO and acting CFO at a growth-stage healthcare SaaS company, building the revenue engine from near zero and the finance function alongside it: sales methodology, pricing, unit economics, and the cash discipline of profitable operation.
Before that: a $7M cybersecurity book grown at 21% organic annual growth over three years, then COO at a second firm, where I restructured unit economics to a 60% operating margin and positioned operations to win a $5 million state contract.
Prior to that, I spent several years advising ultra-high-net-worth individuals on wealth strategy.
Most advisors have held one seat. The CRO side or the CFO side, but rarely both at the same time, inside a real company, on a real timeline. That’s the practical difference Sightline brings to an engagement.
I’m an active angel investor, participate in several private investment networks, and hold the CPWA® designation from the Investment and Wealth Institute.
• CRO and acting CFO at a growth-stage SaaS company, built revenue and financial infrastructure simultaneously
• 21% annual revenue growth for 3 consecutive years as a primary operator at a cybersecurity firm
• COO restructured unit economics to win a $5million state contract at a cybersecurity firm
• CPWA® Investment and Wealth Institute
• CFPAM Wall Street Prep
• Active angel investor across several private investment networks
Start the conversation.
Each client works directly with me. The first conversation is a 20-minute call. No pitch, no deck. We’ll talk about where you are, what you’re trying to solve, and whether this makes sense.
RESPONSE TIME
Within 24 hours
FIRST MEETING
20-minute discovery call