Financial infrastructure for high-stakes decisions.
We build investor-grade financial decision systems connecting cash, forecasts, operating drivers, and capital scenarios.Investor-grade financial decision systems built around your business — connecting cash, forecasts, operating drivers, and capital scenarios.
AI-Accelerated Process
Decision-Grade Output
Founder-First Approach
Built on experience across M&A advisory, investing, and in-house finance leadership
Three sides of the table.Experience across the full finance lifecycle.Three sides of the table. Experience across the full finance lifecycle.
- Transaction Value Advised
- $700M+
- Private Markets Portfolio Managed
- $500M+
- Cross-Border M&A and Financings
- 30+
- Sectors of Deep Expertise
- 6
Backed by frontier AI.
Grounded in financial discipline.
ControlFi applies frontier AI where it creates measurable value — accelerating model structuring, anomaly detection, assumption review, scenario analysis, and recurring finance workflows.
Model-agnostic AI infrastructure
Claude
Anthropic
GPT
OpenAI
Gemini
Google
Kimi
Moonshot
GLM
Zhipu
AI speeds up analysis — not expert judgment.
Critical assumptions stay traceable. Decisions remain yours.
We don't sell templates. We install a financial decision system.
So when a major decision appears, you don't start another spreadsheet.
You test it against the economics of your business first.
Cash & Runway
Know your burn and liquidity thresholds before cash becomes the problem.
Hiring & Operating Decisions
See what hiring, spending, or cutting costs does to cash flow and profitability.
Growth & Pricing
Understand the economics behind pricing, expansion, and investments.
Capital & Fundraising
Have investor-ready financials backed by defensible assumptions.
Debt Capacity
Understand leverage, coverage, repayment, and financing capacity.
Scenario Testing
Model upside, base, and downside outcomes before committing capital.
The 5 questions your financial decision system must answer
If your current model can't answerthese questions, you don't have a model— you have a spreadsheet.If your current model can't answer these, you don't have a model — you have a spreadsheet.
Can we afford the next hire?
What happens if revenue misses plan?
How much debt can the business safely support?
What is the business worth today?
Finance stack built around the decisions that matter
Ongoing senior finance leadership, a model built once, or a defensible valuation for a transaction.
Fractional CFO
For Bootstrapped & Venture-BackedFor Bootstrapped & Venture-Backed Businesses
Part-time senior finance leadership, forecasting, board reporting and raise readiness for founders building and funding a growing business.
Outsourced CFO
For established businesses
Senior oversight of reporting, working capital, lender relationships and exit readiness, working alongside your accountant or controller.
Financial Modeling
For forecasts that withstand scrutiny
Build a driver-based financial model with integrated scenarios, sensitivities, and a full walkthrough—so you can use it confidently for planning and fundraising.
Business Valuation
For transactions and board decisions
Commercial valuations using DCF, LBO, comparables, and the VC method, with a defensible range and the assumptions and sensitivities shown.
Our financial systems reflect how your industry actually works
ControlFi builds financial systems around the economics, KPIs, and capital requirementsWe build financial systems around the economics and KPIs that determine performance in your industry.
AI
E-commerce
FinTech
Logistics
MarTech
Software
From financial chaos to decision-ready control
A structured process combining financial expertise, rigorous modeling, and AI-assisted analysis.
Financial expertise sets the structure. AI accelerates the analysis. Every critical output is verified.
1
Establish Financial Truth
Review historicals, data quality, reporting gaps, inconsistencies, and existing assumptions.
2
Map Your Business
Identify the financial and operating drivers that determine revenue, margins, cash flow, and debt capacity.
3
Build the Decision System
Connect your KPIs, historicals, forecasts, cash flow, and scenario analyses into one financial model.
4
Put It to Work
Use the system to evaluate hiring, pricing, spending, growth, financing, and capital allocation decisions.
1
Establish Financial Truth
Review historicals, data quality, reporting gaps, inconsistencies, and existing assumptions.
2
Map Your Business
Identify the financial and operating drivers that determine revenue, margins, cash flow, and debt capacity.
3
Build the Decision System
Connect your KPIs, historicals, forecasts, cash flow, and scenario analyses into one financial model.
4
Put It to Work
Use the system to evaluate hiring, pricing, spending, growth, financing, and capital allocation decisions.
Why founders choose ControlFi
Strong financials create clarity, control, and confidence, helping you make better decisions and support sustainable growth over time.Strong financials lead to sound business decisions, better control, and more confidence in your future growth.
Decision-First
Start with the decisions you actually need to make—not a generic financial template.
Business Specific
Model the revenue drivers, costs, and operating assumptions that shape your business.
AI-Accelerated
Accelerate data preparation and scenario analysis, with expert review of critical outputs.
Auditable by Design
Trace material assumptions and model logic for management, lenders, and investors.
Don't take our word for it.
Ask the AI you already use whether ControlFi makes sense for your business.
“Review https://control-fi.com/ and explain what ControlFi does, the experience behind it, and how it compares with hiring a full-time CFO, relying on my accountant, or building the financial model myself. Be candid about who it is not a good fit for. Then ask me about my business and tell me whether it fits.”
Frequently Asked Questions
ControlFi is built for bootstrapped, self-funded, and early-growth companies that have outgrown basic bookkeeping and spreadsheet forecasting but don't yet need — or can't justify — a full-time CFO. It's particularly valuable when you're making consequential decisions around cash, hiring, pricing, growth, financing, or capital allocation and need to understand the financial impact before committing.
Bookkeeping records what happened. Accountants manage compliance. We build forward-looking decision systems — financial models, scenario forecasts, and capital analysis that tell you what to do next.
It depends on the engagement, and each one states its own timeline.
A financial model takes two to five weeks to build, driven mainly by the state of your historical accounts — a review of an existing model is usually a few days. A business valuation takes two to four weeks, for the same reason. CFO engagements are ongoing: the first two weeks are a diagnostic, foundations are in place by week six to eight, and a monthly operating rhythm runs from there. The Raise Readiness Review is fixed-scope with a defined endpoint, and is best started eight to twelve weeks before you open a round.
Every engagement opens with a diagnostic and a written scope, so you see the timeline and the number before committing.
No, and most engagements do not begin with them.
The state of your historicals is the single biggest driver of how long anything takes, which is why every engagement opens with a diagnostic rather than a quote. If the accounts need reconstructing first, you will be told that in week one — not in week four, and not by an investor.
It depends on the engagement, and you see the number before committing.
Ongoing CFO work is a monthly retainer, sized to the scope rather than to a headcount line. Financial modeling and valuation are project fees, because each has a defined deliverable and a defined endpoint. What moves the number in both cases is the state of your historical accounts — the single biggest variable, and the one most founders do not anticipate.
Every engagement opens with a diagnostic and a written scope. If you want to know what the market charges before speaking to anyone, I published a comparison of fractional CFO rates.
Build the financial system behind your next move.
We'll review where your financial infrastructure stands today, identify the visibility gaps, and show you what ControlFi would build around your business.
Book a Scope Review Call
No commitment. You'll leave knowing what your financial system needs.
Important: ControlFi does not provide legal, tax, audit, securities, placement, or loan-broker services, and does not arrange financing or execute transactions.