Three ways Sightline Partners works with founders and investors.
Every engagement starts with a Diagnostic Assessment. The assessment defines the problem, establishes the scope, and determines whether an ongoing engagement makes sense.
Diagnostic Assessment
Before any ongoing engagement begins, we do a structured assessment of where you are, where the gaps are, and what they’re costing you. You receive a written report covering your current state, identified gaps with estimated dollar impact, a priority stack, and recommended next steps.
FORMAT
— Structured intake form reviewed before the call
— 90-minute deep-dive call
— Written 3–5 page report with findings and recommendations
— 30-minute follow-up call to review the report
Available to founders evaluating a fractional CFO engagement and to angel groups or VCs considering a diligence relationship.
Fractional CFO and FP&A
For growth-stage B2B SaaS and GovCon founders who have outgrown their accountant but are not yet ready for a full-time CFO. The engagement sits above your existing accounting infrastructure. You keep your CPA, your bookkeeper, and your systems. What you get is the forward-looking financial layer that connects your numbers to your decisions.
WHAT WE WORK ON
— Unit economics and margin analysis
— Cash flow modeling and 13-week forecasting
— Fundraise preparation and investor materials
— Revenue architecture and pricing strategy
— Financial infrastructure and reporting
— Strategic decision support
01
Foundation
Monthly strategy call, pre-sent agenda, same-day written summary. On-demand async access. Annual planning session. Advisor coordination.
02
Comprehensive
All Foundation plus monthly financials reviewed in advance, quarterly financial dashboard, business CFO advisory, pre-tax CPA coordination.
03
Principal
All Comprehensive plus bi-weekly calls, monthly written strategy memo, deal and transaction advisory, same-day response, direct access.
Engagements are scoped and priced following the Diagnostic Assessment.
Five Financial Metrics Your Accountant Isn’t Tracking
Most growth-stage companies are flying blind on the numbers that actually predict whether they scale or stall. This guide covers the five metrics that separate founders who raise with confidence from those who scramble to answer investor questions.